RU|  EN
X

Subscribe now!

15 days free trial +  $19.9 $5 per month

paypal
X

Subscribe now!

15 days free trial +  $24.9 per month

paypal

Rising Stars Strategy 

Invests in companies with rapid revenue growth rates prioritizing companies reporting in the nearest days

Company
Price and
change
Year div-d yield
FCF Yield LTM
Revenue growth
last / hist
EV/
Sales
EBITDA LTM
/ Revenue
FCF LTM
/ Revenue
Next GAAP report
Rising Stars (Main)
eXp World
47.50 (+14.4%)
0.0%
1.1% 
32.6%  /
140.2%
2.7x
0.6%
2.9%
2020-11-06
L3Harris Technologies
166.26 (-2.1%)
1.5%
-4.7% 
138.3%  /
61.5%
2.4x
12.4%
-9.3%
2020-10-30
Simply Good Foods
20.24 (+1.2%)
0.0%
-52.3% 
54.7%  /
29.9%
3.5x
10.9%
-138.2%
2020-10-26
Amazon
3 286.33 (+2.5%)
0.0%
0.1% 
40.2%  /
29.3%
5.2x
13.6%
0.4%
2020-10-29
Centene
64.14 (-3.4%)
0.0%
-18.2% 
51.0%  /
25.5%
0.5x
4.2%
-7.4%
2020-10-27
Rising Stars (Other)
Radius Health
13.80 (-0.4%)
0.0%
-13.2% 
22.0%  /
125.7%
3.6x
-54.7%
-42.3%
2020-11-05
Yi Technology
6.84 (+0.3%)
0.0%
-79.4% 
86.2%  /
100.9%
0.6x
0.1%
-55.6%
2020-11-14
Coherus Biosciences
17.83 (+0.5%)
0.0%
5.8% 
63.9%  /
63.7%
2.6x
42.8%
15.0%
2020-11-06
Purple Innovation
30.92 (+1.7%)
0.0%
-0.8% 
60.2%  /
76.2%
3.2x
11.4%
-2.7%
2020-11-06
Virtu Financial
22.45 (+2.0%)
3.2%
3.8% 
139.7%  /
72.0%
1.6x
14.8%
6.2%
2020-11-05
Option Care Health
13.66 (-1.2%)
0.0%
-26.5% 
>200%  /
60.8%
1.3x
5.4%
-23.1%
2020-11-06
eHealth
75.00 (+3.1%)
0.0%
-11.9% 
34.3%  /
56.5%
3.3x
12.5%
-38.7%
2021-02-20
Amarin
4.83 (-0.6%)
0.0%
-5.2% 
33.7%  /
56.3%
2.6x
-3.1%
-18.0%
2020-11-05
CenterState Bank
18.14 (0.0%)
2.1%
9.8% 
43.8%  /
54.2%
2.4x
23.4%
24.0%
..
Cincinnati Financial
73.85 (-3.9%)
2.4%
2.3% 
25.7%  /
25.1%
1.4x
26.1%
3.2%
2020-10-26
 
Download table (CSV) of target portfolio structure
 
Download table (CSV) of companies with revenue growth rate >20%
 
Download table (CSV) of target portfolio structure (combination with Global Commodities Strategy)
 

The strategy selects TOP-5 US-listed companies with fastest growing revenue (in the last period and on average in the last 3 years).

The strategy is aimed at finding "rising stars" disrupting its industries. On the backtest the strategy has substantially outperformed the S&P index.

A little bit more detailed overview of our Rising Stars strategy and rationale behind it can be found through the link

Introduction to the Rising Stars Strategy

The strategy v2 invests in the most rapidly growing companies prioritizing companies reporting in the nearest 3 days (to get maximum effect from potentially positive reports)

The strategy is a modification of pure Rising Stars Strategy v1 (investing only in most quickly growing companies valued by EV/Sales multiple below certain level), but has better results on backtest (52% annualized return vs 31% for pure rising stars) and has higher portfolio changes frequency

Actual Performance

Portfolio (USD) and S&P500
dynamics

PeriodStrategyS&P500

Day +2.5%-0.8%

Week -3.8%-2.0%

Since inception (2020-07-13) +28.5%+6.5%

Weekly price changes ($)

Company Share Price -w Price Change($)
eXp World 20.0% 55.14 47.50 -13.9%
L3Harris Technologies 20.0% 170.56 166.26 -2.5%
Simply Good Foods 20.0% 20.82 20.24 -2.8%
Amazon 20.0% 3 217.01 3 286.33 +2.2%
Centene 20.0% 65.56 64.14 -2.2%
Portfolio -3.8%

Portfolio (USD) and S&P500 dynamics (%)