Try our mobile app

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

+0.9%

0.9%
day

+1.6%

0.5%
week

-112.1%

33.4%
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
-8.3%
0.0%
-14.3% >200x >200x 3090.1x
..
-8.3%
66.7%
150.0% >200x >200x 62.5x
..
-8.3%
-81.8%
114.2% >200x >200x 75.6x
..
-8.3%
-72.7%
8.9% >200x >200x 62.7x
-8.3%
200.0%
16.7% >200x >200x 654.9x
-8.3%
0.0%
-4.5% >200x >200x 88.7x
..
-8.3%
-3.5%
-3.2% >200x >200x 234.6x
2025-08-02
-8.3%
0.0%
0.0% >200x >200x 4396.7x
..
-8.3%
39.4%
23.8% >200x >200x 89.4x
-8.3%
-50.0%
53.6% >200x >200x 57.6x
..
-8.3%
-50.0%
70.8% >200x >200x 663.5x
..
-8.3%
0.0%
0.0% >200x >200x 4399.6x
Actual Performance
Period Strategy S&P500
Day +0.9% +0.9%
Week +1.6% +0.5%
Since inception (2021-08-31) -112.1% +33.4%

Portfolio (USD) and S&P500 dynamics (%)
chart technology by TradingView
Weekly price changes (profit) $
Company Share Price -w Price Change($)
-7.7%
-3.7%
-7.7%
-4.7%
-7.7%
-4.7%
-7.7%
-10.5%
-7.7%
-6.6%
-7.7%
-8.8%
-7.7%
-20.9%
Weekly price changes (loss) $
Company Share Price -w Price Change($)
-7.7%
+1.1%
-7.7%
+1.5%
-7.7%
+13.0%
-7.7%
+10.5%
-7.7%
+2.1%

Reviews


2025-06-17
#dividend #CSWC

Capital Southwest Corporation will pay dividends in the amount of 0.1934 USD per share on 2025-07-14, which is 0.9% of the current price 20.66. Together with previous payments, the annual dividend yield will be 10.2%

(2025-06-12: 0.64 USD)
(2025-03-13: 0.64 USD)
(2024-12-12: 0.63 USD)

2025-06-16
#dividend #MSFT

Microsoft will pay dividends in the amount of 0.83 USD per share on 2025-08-20, which is 0.2% of the current price 474.96. Together with previous payments, the annual dividend yield will be 0.7%

(2025-05-14: 0.83 USD)
(2025-02-19: 0.83 USD)
(2024-11-20: 0.83 USD)

2025-06-16
#dividend #RC

Ready Capital Corporation will pay dividends in the amount of 0.125 USD per share on 2025-06-27, which is 2.8% of the current price 4.4. Together with previous payments, the annual dividend yield will be 17.0%

(2025-03-28: 0.125 USD)
(2024-12-30: 0.25 USD)
(2024-09-27: 0.25 USD)

2025-06-16
#dividend #RLJ

RLJ Lodging Trust will pay dividends in the amount of 0.15 USD per share on 2025-06-27, which is 2.1% of the current price 7.05. Together with previous payments, the annual dividend yield will be 8.5%

(2025-03-28: 0.15 USD)
(2024-12-30: 0.15 USD)
(2024-09-27: 0.15 USD)

2025-06-16
#dividend #STWD

Starwood Property Trust will pay dividends in the amount of 0.48 USD per share on 2025-06-27, which is 2.4% of the current price 20.02. Together with previous payments, the annual dividend yield will be 9.6%

(2025-03-28: 0.48 USD)
(2024-12-30: 0.48 USD)
(2024-09-27: 0.48 USD)

2025-06-15
#dividend #NYMT

New York Mortgage will pay dividends in the amount of 0.2 USD per share on 2025-06-20, which is 2.9% of the current price 6.85. Together with previous payments, the annual dividend yield will be 11.7%

(2025-03-28: 0.2 USD)
(2024-12-19: 0.2 USD)
(2024-09-27: 0.2 USD)

2025-06-14
#dividend #WASH

Washington Trust will pay dividends in the amount of 0.56 USD per share on 2025-06-30, which is 2.1% of the current price 27.21. Together with previous payments, the annual dividend yield will be 8.2%

(2025-03-31: 0.56 USD)
(2025-01-01: 0.56 USD)
(2024-09-30: 0.56 USD)

2025-06-13
#dividend #ARI

Apollo Commercial Real Estate Finance will pay dividends in the amount of 0.25 USD per share on 2025-06-27, which is 2.5% of the current price 9.98. Together with previous payments, the annual dividend yield will be 10.0%

(2025-03-28: 0.25 USD)
(2024-12-30: 0.25 USD)
(2024-09-27: 0.25 USD)

2025-06-07
#dividend #NLY

Annaly Capital Management will pay dividends in the amount of 0.7 USD per share on 2025-06-27, which is 3.7% of the current price 19.06. Together with previous payments, the annual dividend yield will be 14.2%

(2025-03-28: 0.7 USD)
(2024-12-30: 0.65 USD)
(2024-09-27: 0.65 USD)

2025-06-07
#dividend #SACH

Sachem Capital will pay dividends in the amount of 0.05 USD per share on 2025-06-13, which is 4.5% of the current price 1.11. Together with previous payments, the annual dividend yield will be 20.7%

(2025-03-14: 0.05 USD)
(2024-11-15: 0.05 USD)
(2024-07-26: 0.08 USD)

2025-06-06
#dividend #BKE

The Buckle will pay dividends in the amount of 0.35 USD per share on 2025-07-14, which is 0.8% of the current price 42.7. Together with previous payments, the annual dividend yield will be 9.1%

(2025-04-14: 0.35 USD)
(2025-01-14: 2.85 USD)
(2024-10-10: 0.35 USD)

2025-06-06
#dividend #HOFT

Hooker Furniture Corporation will pay dividends in the amount of 0.23 USD per share on 2025-06-13, which is 2.2% of the current price 10.68. Together with previous payments, the annual dividend yield will be 8.6%

(2025-03-14: 0.23 USD)
(2024-12-12: 0.23 USD)
(2024-09-12: 0.23 USD)

2025-06-04
#dividend #ARE

Alexandria Real Estate Equitie will pay dividends in the amount of 1.32 USD per share on 2025-06-27, which is 1.9% of the current price 70.3. Together with previous payments, the annual dividend yield will be 7.5%

(2025-03-28: 1.32 USD)
(2024-12-30: 1.32 USD)
(2024-09-27: 1.3 USD)

2025-06-03
#dividend #MPW

Medical Properties Trust will pay dividends in the amount of 0.08 USD per share on 2025-06-17, which is 1.8% of the current price 4.48. Together with previous payments, the annual dividend yield will be 7.1%

(2025-03-07: 0.08 USD)
(2024-12-11: 0.08 USD)
(2024-09-06: 0.08 USD)

2025-06-02
#dividend #TFSL

TFS Financial will pay dividends in the amount of 0.2825 USD per share on 2025-06-09, which is 2.1% of the current price 13.21. Together with previous payments, the annual dividend yield will be 8.6%

(2025-03-05: 0.2825 USD)
(2024-12-02: 0.2825 USD)
(2024-09-09: 0.2825 USD)

2025-05-31
#dividend #GMRE

Global Medical REIT will pay dividends in the amount of 0.15 USD per share on 2025-06-19, which is 2.4% of the current price 6.36. Together with previous payments, the annual dividend yield will be 12.3%

(2025-03-20: 0.21 USD)
(2024-12-19: 0.21 USD)
(2024-09-19: 0.21 USD)

2025-05-30
#dividend #MNRO

Monro will pay dividends in the amount of 0.28 USD per share on 2025-06-02, which is 1.8% of the current price 15.88. Together with previous payments, the annual dividend yield will be 7.1%

(2025-02-24: 0.28 USD)
(2024-12-02: 0.28 USD)
(2024-08-26: 0.28 USD)

2025-05-30
#dividend #PINE

Alpine Income Property Trust will pay dividends in the amount of 0.285 USD per share on 2025-06-11, which is 1.9% of the current price 15.35. Together with previous payments, the annual dividend yield will be 7.4%

(2025-03-12: 0.285 USD)
(2024-12-11: 0.28 USD)
(2024-09-11: 0.28 USD)

2025-05-30
#dividend #SGA

Saga Communications will pay dividends in the amount of 0.25 USD per share on 2025-06-05, which is 2.0% of the current price 12.27. Together with previous payments, the annual dividend yield will be 8.1%

(2025-02-17: 0.25 USD)
(2024-11-22: 0.25 USD)
(2024-09-24: 0.25 USD)

2025-05-29
#dividend #SHIP

Seanergy Maritime will pay dividends in the amount of 0.05 USD per share on 2025-06-26, which is 0.8% of the current price 6.3. Together with previous payments, the annual dividend yield will be 10.5%

(2025-03-26: 0.1 USD)
(2024-12-26: 0.26 USD)
(2024-09-26: 0.25 USD)

2025-05-27
#dividend #TIGO

Millicom International Cellula will pay dividends in the amount of 0.75 USD per share on 2026-04-07, which is 2.0% of the current price 36.89. Together with previous payments, the annual dividend yield will be 8.1%

(2026-01-07: 0.75 USD)
(2025-10-07: 0.75 USD)
(2025-07-07: 0.75 USD)