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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

+0.1%

0.1%
day

+2.9%

0.6%
week

+68.4%

37.9%
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
Last Hist
-7.7%
0.0%
-14.3% >200x >200x 3152.2x
..
-7.7%
66.7%
150.0% >200x >200x 62.5x
..
-7.7%
-81.8%
114.2% >200x >200x 162.6x
..
-7.7%
-72.7%
8.9% >200x >200x 80.4x
-7.7%
200.0%
16.7% >200x >200x 662.5x
-7.7%
0.0%
-4.5% >200x >200x 87.2x
..
-7.7%
-3.5%
-3.2% >200x >200x 246.4x
2025-08-02
-7.7%
-54.5%
-5.7% >200x >200x 59.4x
2025-08-09
-7.7%
0.0%
0.0% >200x >200x 4541.4x
..
-7.7%
39.4%
23.8% >200x >200x 87.4x
-7.7%
-50.0%
53.6% >200x >200x 51.9x
..
-7.7%
-50.0%
70.8% >200x >200x 677.2x
..
-7.7%
0.0%
0.0% >200x >200x 3524.2x
Actual Performance
Period Strategy S&P500
Day +0.1% +0.1%
Week +2.9% +0.6%
Since inception (2021-08-31) +68.4% +37.9%

Portfolio (USD) and S&P500 dynamics (%)
chart technology by TradingView
Weekly price changes (profit) $
Company Share Price -w Price Change($)
-7.1%
-17.4%
-7.1%
-1.8%
-7.1%
-5.4%
-7.1%
-1.7%
-7.1%
-1.4%
-7.1%
-0.3%
-7.1%
-12.1%
-7.1%
-10.6%
Weekly price changes (loss) $
Company Share Price -w Price Change($)
-7.1%
+0.3%
-7.1%
+2.5%
-7.1%
+5.6%
-7.1%
+0.7%
-7.1%
+0.5%

Reviews


2025-07-09
#dividend #JFIN

Jiayin Group will pay dividends in the amount of 0.8 USD per share on 2025-07-11, which is 4.3% of the current price 18.53.

2025-07-06
#dividend #AFG

American Financial Group will pay dividends in the amount of 0.8 USD per share on 2025-07-14, which is 0.6% of the current price 127.43. Together with previous payments, the annual dividend yield will be 7.2%

(2025-04-14: 0.8 USD)
(2025-01-13: 2.8 USD)
(2024-10-14: 4.8 USD)

2025-07-06
#dividend #PAA

Plains All American Pipeline will pay dividends in the amount of 0.38 USD per share on 2025-07-30, which is 2.1% of the current price 18.48. Together with previous payments, the annual dividend yield will be 7.9%

(2025-04-30: 0.38 USD)
(2025-01-30: 0.38 USD)
(2024-10-30: 0.3175 USD)

2025-07-06
#dividend #PAGP

Plains GP will pay dividends in the amount of 0.38 USD per share on 2025-07-30, which is 1.9% of the current price 19.54. Together with previous payments, the annual dividend yield will be 7.5%

(2025-04-30: 0.38 USD)
(2025-01-30: 0.38 USD)
(2024-10-30: 0.3175 USD)

2025-07-06
#dividend #PNNT

PennantPark Investment Corporation will pay dividends in the amount of 0.08 USD per share on 2025-07-14, which is 1.1% of the current price 6.98. Together with previous payments, the annual dividend yield will be 11.5%

(2025-04-14: 0.24 USD)
(2025-01-14: 0.24 USD)
(2024-10-15: 0.24 USD)

2025-07-05
#dividend #BLW

BlackRock Limited Duration Income Trust will pay dividends in the amount of 0.1132 USD per share on 2025-07-14, which is 0.8% of the current price 14.22. Together with previous payments, the annual dividend yield will be 8.0%

(2025-04-14: 0.3396 USD)
(2025-01-14: 0.3396 USD)
(2024-10-14: 0.3396 USD)

2025-07-05
#dividend #PFLT

PennantPark Floating Rate Capital will pay dividends in the amount of 0.1025 USD per share on 2025-07-14, which is 1.0% of the current price 10.55. Together with previous payments, the annual dividend yield will be 9.7%

(2025-04-14: 0.3075 USD)
(2025-01-14: 0.3075 USD)
(2024-10-15: 0.3075 USD)

2025-07-04
#dividend #ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund will pay dividends in the amount of 0.0664 USD per share on 2025-07-14, which is 0.8% of the current price 8.7. Together with previous payments, the annual dividend yield will be 7.6%

(2025-04-14: 0.1992 USD)
(2025-01-14: 0.1992 USD)
(2024-10-22: 0.1992 USD)

2025-06-29
#dividend #ABBV

AbbVie will pay dividends in the amount of 1.64 USD per share on 2025-07-14, which is 0.9% of the current price 182.31. Together with previous payments, the annual dividend yield will be 3.5%

(2025-04-14: 1.64 USD)
(2025-01-14: 1.64 USD)
(2024-10-14: 1.55 USD)

2025-06-28
#dividend #ARR

ARMOUR Residential REIT will pay dividends in the amount of 0.24 USD per share on 2025-07-14, which is 1.4% of the current price 16.58. Together with previous payments, the annual dividend yield will be 14.5%

(2025-04-14: 0.72 USD)
(2025-01-14: 0.72 USD)
(2024-10-14: 0.72 USD)

2025-06-25
#dividend #MDV

Modiv Inc. will pay dividends in the amount of 0.2925 USD per share on 2025-07-30, which is 2.0% of the current price 14.27. Together with previous payments, the annual dividend yield will be 8.2%

(2025-04-29: 0.2925 USD)
(2025-01-30: 0.2925 USD)
(2024-10-30: 0.2875 USD)

2025-06-25
#dividend #AHH

Armada Hoffler Properties will pay dividends in the amount of 0.14 USD per share on 2025-06-27, which is 2.0% of the current price 7.08. Together with previous payments, the annual dividend yield will be 9.7%

(2025-03-25: 0.14 USD)
(2024-12-25: 0.205 USD)
(2024-09-24: 0.205 USD)

2025-06-24
#dividend #TRIN

Trinity Capital Inc. will pay dividends in the amount of 0.51 USD per share on 2025-06-27, which is 3.6% of the current price 14.18. Together with previous payments, the annual dividend yield will be 14.4%

(2025-03-28: 0.51 USD)
(2024-12-30: 0.51 USD)
(2024-09-27: 0.51 USD)

2025-06-23
#dividend #MITT

AG Mortgage Investment Trust will pay dividends in the amount of 0.21 USD per share on 2025-06-27, which is 2.8% of the current price 7.55. Together with previous payments, the annual dividend yield will be 10.5%

(2025-03-28: 0.2 USD)
(2024-12-30: 0.19 USD)
(2024-09-27: 0.19 USD)

2025-06-22
#dividend #SITC

SITE Centers will pay dividends in the amount of 1.5 USD per share on 2025-06-27, which is 12.0% of the current price 12.5. Together with previous payments, the annual dividend yield will be 401.6%

(2024-09-30: 48.7 USD)

2025-06-20
#dividend #NOAH

Noah will pay dividends in the amount of 1.137 USD per share on 2025-07-02, which is 9.3% of the current price 12.21.

2025-06-20
#dividend #BANX

StoneCastle Financial will pay dividends in the amount of 0.45 USD per share on 2025-06-20, which is 2.2% of the current price 20.86. Together with previous payments, the annual dividend yield will be 10.1%

(2025-03-19: 0.55 USD)
(2024-12-25: 0.65 USD)
(2024-09-25: 0.45 USD)

2025-06-19
#dividend #AGNCN

AGNC Investment will pay dividends in the amount of 0.6088 USD per share on 2025-06-30, which is 2.4% of the current price 25.71. Together with previous payments, the annual dividend yield will be 9.9%

(2025-03-31: 0.605 USD)
(2024-09-30: 1.321 USD)

2025-06-19
#dividend #LADR

Ladder Capital will pay dividends in the amount of 0.23 USD per share on 2025-06-27, which is 2.2% of the current price 10.6. Together with previous payments, the annual dividend yield will be 8.7%

(2025-03-28: 0.23 USD)
(2024-12-30: 0.23 USD)
(2024-09-27: 0.23 USD)

2025-06-19
#dividend #PM

Philip Morris International will pay dividends in the amount of 1.35 USD per share on 2025-06-26, which is 0.7% of the current price 182.61. Together with previous payments, the annual dividend yield will be 3.0%

(2025-03-19: 1.35 USD)
(2024-12-25: 1.35 USD)
(2024-09-25: 1.35 USD)

2025-06-19
#dividend #REFI

Chicago Atlantic Real Estate Finance, Inc. will pay dividends in the amount of 0.47 USD per share on 2025-06-27, which is 3.3% of the current price 14.25. Together with previous payments, the annual dividend yield will be 14.5%

(2025-03-28: 0.47 USD)
(2024-12-30: 0.65 USD)
(2024-09-27: 0.47 USD)