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Portfolios

The Short strategy assumes shorting "overvalued stocks" without real business yet: it shorts stocks with EV/Sales > 50x, MCap > $2 bln and Price to Book > 3x. The Short strategy backtest can be found in the "Other" menu section

Short strategy
since 2021-09-10

+0.8%

-0.6%
day

-6.7%

-0.6%
week

-12.1%

51.8%
Since inception

0.0%

SP500
Since inception

Target portfolio structure

Company	Price and change	Target share	Revenue Growth		EV / LTM	EBITDA (p75)	EV/ Sales	Next GAAP report
Company	Price and change	Target share	Last	Hist	EV / LTM	EBITDA (p75)	EV/ Sales	Next GAAP report
			-6.7%	200.0%	12.5%	>200x	>200x	230.7x	2026-02-27
			-6.7%	-100.0%	59.3%	>200x	>200x	509.6x
			-6.7%	0.0%	0.0%	>200x	0.3x	2047.5x
			-6.7%	-72.7%	8.9%	>200x	>200x	98.8x	2026-03-02
			-6.7%	-50.0%	-27.3%	100.9x	54x	853.2x	2026-02-27
			-6.7%	200.0%	75.0%	>200x	>200x	139.6x
			-6.7%	200.0%	16.7%	>200x	>200x	1002x
			-6.7%	100.0%	19.1%	>200x	>200x	245.6x	2026-02-26
			-6.7%	200.0%	95.0%	>200x	>200x	81.4x
			-6.7%	0.0%	-4.5%	>200x	>200x	155.8x	..
			-6.7%	-50.0%	-12.1%	>200x	>200x	221.3x	2026-03-13
			-6.7%	0.0%	0.0%	>200x	>200x	6056.4x	2026-02-26
			-6.7%	-50.0%	53.6%	>200x	>200x	91.7x	2026-02-26
			-6.7%	-63.6%	82.4%	>200x	>200x	87.1x	2026-02-27
			-6.7%	200.0%	12.5%	>200x	>200x	535.8x

Actual Performance

Period	Strategy	S&P500
Day	+0.8%	-0.6%
Week	-6.7%	-0.6%
Since inception (2021-08-31)	-12.1%	+51.8%

Maximum drawdown

62.7%

Date of drawdown

2026-02-25

Sharpe ratio

0.13

Volatility (year)

38%

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

chart technology by TradingView

Weekly price changes (profit) $

Company	Share	Price -w	Price	Change($)
	-6.7%			-5.1%
	-6.7%			-5.8%
	-6.7%			-12.1%

Weekly price changes (loss) $

Company	Share	Price -w	Price	Change($)
	-6.7%			+0.8%
	-6.7%			+9.3%
	-6.7%			+1.4%
	-6.7%			+4.5%
	-6.7%			+11.6%
	-6.7%			+77.5%
	-6.7%			+9.4%
	-6.7%			+10.9%
	-6.7%			+0.3%

News

Credo Technology Slips 32% in a Month: Hold the Stock or Cut Losses?

Nuvalent to Participate in the Guggenheim Emerging Outlook: Biotech Summit 2026

seekingalpha.com

Credo: I Am Not Doing The Same Mistake Again (Upgrade)

globenewswire.com

Madrigal Pharmaceuticals to Release Fourth-Quarter and Full-Year 2025 Financial Results and Host Webcast on February 19, 2026

This Fund Locked In Gains With a $14.5 Million Biotech Exit Amid a Staggering Stock Rally

Protagonist Therapeutics Chief Medical Officer Sells PTGX 9,514 Shares for $784K to Cover Taxes

Arcellx Director Sells 6,000 Shares for $450,000

Energy Fuels (UUUU) Moves 14.7% Higher: Will This Strength Last?

globenewswire.com

Ryoncil® Net Revenues Increase for the Quarter to US$30M

UUUU vs. CCJ: Which Uranium Miner is the Better Buy Now?

Reviews

#reports #INSM

[Insmed](https://eninvs.com/all.php?name=INSM) (Biotechnology) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194944)
(2026-02-19, Before Market Open):

- Revenue +153.8% YoY (vs +52.7% in previous quarter and historical rate +35.2%)
- EBITDA margin -119.7% increased compared to -221.2% same period last year
- Net Debt increased by $261 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) +$0.8 bln (positive), 2.6% of market cap
- EV/Sales multiple is 51.5x

#reports #APP

[AppLovin Corporation](https://eninvs.com/all.php?name=APP) (Software — Application) reported for 2025 q4
(2026-02-11, After Market Close):

- Revenue +56.7% YoY (vs +394.1% in previous quarter and historical rate +38.2%)
- EBITDA +190.5% YoY (vs +502.3% in previous quarter and historical rate +106.2%)
- EBITDA margin 79.4% increased compared to 42.8% same period last year
- Net Debt decreased by $1.8 bln since the start of the year (1.0% of market cap)
- FCF (LTM) +$1.8 bln (positive), 1.0% of market cap
- EV/EBITDA multiple is 37.9x compared to historical level (75th percentile) of 44.4x
- EV/Sales multiple is 21.1x

#dividend #AOMR

will pay dividends in the amount of 0.32 USD per share on 2026-02-19, which is 3.6% of the current price 8.99. Together with previous payments, the annual dividend yield will be 14.2%

(2025-11-17: 0.32 USD)
(2025-08-21: 0.32 USD)
(2025-05-21: 0.32 USD)

will pay dividends in the amount of 0.45 USD per share on 2026-02-19, which is 1.8% of the current price 24.39. Together with previous payments, the annual dividend yield will be 7.4%

(2025-11-20: 0.45 USD)
(2025-08-19: 0.45 USD)
(2025-05-15: 0.45 USD)

will pay dividends in the amount of 1.423 USD per share on 2026-03-05, which is 0.8% of the current price 170.49. Together with previous payments, the annual dividend yield will be 3.3%

(2025-12-04: 1.423 USD)
(2025-09-04: 1.423 USD)
(2025-06-05: 1.423 USD)

will pay dividends in the amount of 0.96 USD per share on 2026-02-19, which is 2.3% of the current price 41.88. Together with previous payments, the annual dividend yield will be 8.1%

(2025-10-31: 0.86 USD)
(2025-08-01: 0.76 USD)
(2025-05-02: 0.8 USD)

will pay dividends in the amount of 0.52 USD per share on 2026-03-16, which is 0.3% of the current price 175.1. Together with previous payments, the annual dividend yield will be 1.1%

(2025-12-15: 0.48 USD)
(2025-09-15: 0.48 USD)
(2025-06-12: 0.48 USD)

#reports #MSTR
@ crypto

[MicroStrategy](https://eninvs.com/all.php?name=MSTR) (Business intelligence platform) reported for [2025 q4](https://eninvs.com/press_release.php?ticker=MSTR&q=2025 q4&id=913048)
(2026-02-05, After Market Close):

- Revenue +1.7% YoY (vs +11.2% in previous quarter and historical rate -1.4%)
- EBITDA margin -14166.7% decreased compared to -823.1% same period last year
- Net Debt decreased by $1.1 bln since the start of the year (2.4% of market cap)
- FCF (LTM) -$6.8 bln (negative), 14.3% of market cap
- EV/Sales multiple is 126x

will pay dividends in the amount of 0.34 USD per share on 2026-03-04, which is 1.9% of the current price 17.82. Together with previous payments, the annual dividend yield will be 7.6%

(2025-12-03: 0.34 USD)
(2025-09-03: 0.34 USD)
(2025-06-04: 0.34 USD)

will pay dividends in the amount of 4.5 USD per share on 2026-02-16, which is 1.9% of the current price 239.98. Together with previous payments, the annual dividend yield will be 7.5%

(2025-11-07: 4.5 USD)
(2025-08-08: 4.5 USD)
(2025-05-09: 4.5 USD)

#dividend #ARCC

will pay dividends in the amount of 0.48 USD per share on 2026-03-12, which is 2.4% of the current price 20.35. Together with previous payments, the annual dividend yield will be 9.4%

(2025-12-12: 0.48 USD)
(2025-09-12: 0.48 USD)
(2025-06-12: 0.48 USD)

#dividend #APAM

will pay dividends in the amount of 1.58 USD per share on 2026-02-12, which is 3.6% of the current price 43.61. Together with previous payments, the annual dividend yield will be 8.9%

(2025-11-13: 0.88 USD)
(2025-08-14: 0.73 USD)
(2025-05-15: 0.68 USD)

#dividend #BCBP

will pay dividends in the amount of 0.08 USD per share on 2026-02-10, which is 1.0% of the current price 7.67. Together with previous payments, the annual dividend yield will be 7.3%

(2025-11-07: 0.16 USD)
(2025-08-08: 0.16 USD)
(2025-05-06: 0.16 USD)

#reports #PLTR

[Palantir Technologies](https://eninvs.com/all.php?name=PLTR) (Software provider) reported for [2025 q4](https://eninvs.com/press_release.php?ticker=PLTR&q=2025 q4&id=895337)
(2026-02-02, After Market Close):

- Revenue +69.9% YoY (vs +62.7% in previous quarter and historical rate +33.4%)
- EBITDA >1000% YoY (vs +229.8% in previous quarter and historical rate +161.0%)
- EBITDA margin 41.4% increased compared to 3.1% same period last year
- Net Debt decreased by $742 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$1.2 bln (positive), 0.4% of market cap
- EV/EBITDA multiple is 207x compared to historical level (75th percentile) of 563.9x
- EV/Sales multiple is 66.6x

The company showed EPS +$0.69 per share. At the opening of the session the share price went neutrally

#dividend #MPLX

will pay dividends in the amount of 1.077 USD per share on 2026-02-06, which is 2.0% of the current price 54.77. Together with previous payments, the annual dividend yield will be 7.4%

(2025-11-06: 1.077 USD)
(2025-08-07: 0.9565 USD)
(2025-05-08: 0.9565 USD)

#dividend #SSTK

will pay dividends in the amount of 0.36 USD per share on 2026-03-04, which is 1.9% of the current price 19.19. Together with previous payments, the annual dividend yield will be 7.0%

(2025-12-03: 0.33 USD)
(2025-09-03: 0.33 USD)
(2025-06-04: 0.33 USD)

#dividend #TECTP

will pay dividends in the amount of 0.2769 USD per share on 2026-02-05, which is 2.7% of the current price 10.22. Together with previous payments, the annual dividend yield will be 11.0%

(2025-11-06: 0.2923 USD)
(2025-08-04: 0.2858 USD)
(2025-05-02: 0.2732 USD)

will pay dividends in the amount of 0.25 USD per share on 2026-02-06, which is 3.9% of the current price 6.47. Together with previous payments, the annual dividend yield will be 7.7%

(2025-07-24: 0.25 USD)

will pay dividends in the amount of 0.85 USD per share on 2026-03-13, which is 0.8% of the current price 108.34. Together with previous payments, the annual dividend yield will be 3.1%

(2025-12-12: 0.85 USD)
(2025-09-12: 0.81 USD)
(2025-06-13: 0.81 USD)

will pay dividends in the amount of 0.39 USD per share on 2026-02-10, which is 1.6% of the current price 24.66. Together with previous payments, the annual dividend yield will be 7.3%

(2025-11-11: 0.39 USD)
(2025-08-12: 0.64 USD)
(2025-05-14: 0.39 USD)

#dividend #WLKP

will pay dividends in the amount of 0.4714 USD per share on 2026-02-05, which is 2.2% of the current price 21.11. Together with previous payments, the annual dividend yield will be 8.9%

(2025-11-07: 0.4714 USD)
(2025-08-11: 0.4714 USD)
(2025-05-12: 0.4714 USD)

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Enhanced Investments, Inc.
329 South Oyster Bay Road #2085
Plainview, NY 11803
team@eninvs.com

Important disclosures

Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.
Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] are hypothetical in nature and may not reflect actual future performance.
All the strategies assume investments in equity invstrumenta only and are more relevant for "agressive investment profile". Eastern European flagship strategy assumes using up to 20% leverage of total portfolio. GlobalCommodities and US Growth strategy currently assume no leverage.
Results for the Enhanced Investments strategies as compared to the performance of Illustrative Benchmarks is for informational purposes only. Our investment program does not mirror that of the Illustrative Benchmarks and the volatility may be materially different from the volatility of Illustrative Benchmarks. Reference or comparison to an Illustrative Benchmark does not imply that strategies of Enhanced Investments will be constructed in the same way as the Illustrative Benchmark or achieve returns, volatility, or other results similar to those of the Illustrative Benchmark. The S&P 500 is an unmanaged market capitalization-weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance.

Performance results were prepared by Enhanced Investments, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment is possible. Account holdings are for illustrative purposes only and are not investment recommendations. Additional information, including (i) the calculation methodology; and (ii) a list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.
All statements made via social media sites sponsored or maintained by Enhanced Investments and its affiliates are for informational purposes only and do not constitute a comprehensive description of Enhanced Investments' investment advisory services.
Certain investments are not suitable for all investors. Before investing, consider your investment objectives and applicable fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Information provided by Enhanced Investments is for informational and general educational purposes only and is not investment or financial advice.

Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.
Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] are hypothetical in nature and may not reflect actual future performance.
All the strategies assume investments in equity invstrumenta only and are more relevant for "agressive investment profile". Eastern European flagship strategy assumes using up to 20% leverage of total portfolio. GlobalCommodities and US Growth strategy currently assume no leverage.
Results for the Enhanced Investments strategies as compared to the performance of Illustrative Benchmarks is for informational purposes only. Our investment program does not mirror that of the Illustrative Benchmarks and the volatility may be materially different from the volatility of Illustrative Benchmarks. Reference or comparison to an Illustrative Benchmark does not imply that strategies of Enhanced Investments will be constructed in the same way as the Illustrative Benchmark or achieve returns, volatility, or other results similar to those of the Illustrative Benchmark. The S&P 500 is an unmanaged market capitalization-weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance.
Performance results were prepared by Enhanced Investments, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment is possible. Account holdings are for illustrative purposes only and are not investment recommendations. Additional information, including (i) the calculation methodology; and (ii) a list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.
All statements made via social media sites sponsored or maintained by Enhanced Investments and its affiliates are for informational purposes only and do not constitute a comprehensive description of Enhanced Investments' investment advisory services.
Certain investments are not suitable for all investors. Before investing, consider your investment objectives and applicable fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Information provided by Enhanced Investments is for informational and general educational purposes only and is not investment or financial advice.

© Enhanced Investments Inc. All rights reserved, 2023