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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

+2.6%

-0.6%
day

-1.6%

2.2%
week

+62.9%

24.9%
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
Company	Price and change	Target share	Last	Hist	EV / LTM	EBITDA (p75)	EV/ Sales	Next GAAP report
			-11.1%	0.0%	-14.3%	>200x	>200x	3066x	2025-05-08
			-11.1%	66.7%	150.0%	>200x	>200x	62.5x	..
			-11.1%	-88.9%	46.7%	>200x	>200x	53.5x	2025-05-08
			-11.1%	200.0%	16.7%	>200x	>200x	700.9x	2025-05-01
			-11.1%	0.0%	-4.5%	>200x	>200x	68.9x	2025-05-13
			-11.1%	-3.5%	-3.2%	>200x	>200x	241.1x	2025-05-01
			-11.1%	0.0%	0.0%	>200x	>200x	4346.3x	2025-05-08
			-11.1%	36.2%	23.1%	>200x	>200x	87.8x	2025-05-05
			-11.1%	-50.0%	70.8%	>200x	>200x	807.2x	2025-05-05

Actual Performance

Period	Strategy	S&P500
Day	+2.6%	-0.6%
Week	-1.6%	+2.2%
Since inception (2021-08-31)	+62.9%	+24.9%

Maximum drawdown

49.9%

Date of drawdown

2024-02-28

Sharpe ratio

0.53

Volatility (year)

39%

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

chart technology by TradingView

Weekly price changes (profit) $

Company	Share	Price -w	Price	Change($)
	-11.1%			-9.1%
	-11.1%			-5.9%
	-11.1%			-1.9%

Weekly price changes (loss) $

Company	Share	Price -w	Price	Change($)
	-11.1%			+2.2%
	-11.1%			+1.2%
	-11.1%			+7.6%
	-11.1%			+11.9%
	-11.1%			+6.9%

News

Palantir Technologies Raises Outlook on Continued AI Demand

marketwatch.com

Palantir earnings show ‘ferocious growth' — but the stock is dipping

Why TG Therapeutics Stock Was Tumbling Today

TG Therapeutics (TGTX) Lags Q1 Earnings Estimates

seekingalpha.com

MSTZ: Utter Annihilation Of Capital

seekingalpha.com

Strategy: Yes On STRF, Hard Pass On MSTR

Madrigal Q1 Earnings Beat, MASH Drug Sales Drive Top Line, Stock Up

globenewswire.com

argenx to Report First Quarter 2025 Financial Results and Business Update on May 8, 2025

globenewswire.com

argenx Announces Positive CHMP Opinion for VYVGART (efgartigimod alfa) Subcutaneous Injection for Chronic Inflammatory Demyelinating Polyneuropathy (CIDP)

seekingalpha.com

Merus: Riding The Bispecific Wave In Oncology

Reviews

will pay dividends in the amount of 0.3 USD per share on 2025-05-15, which is 2.8% of the current price 10.74. Together with previous payments, the annual dividend yield will be 14.8%

(2025-03-06: 0.43 USD)
(2024-11-14: 0.43 USD)
(2024-08-15: 0.43 USD)

will pay dividends in the amount of 0.51 USD per share on 2025-05-15, which is 0.4% of the current price 135.37. Together with previous payments, the annual dividend yield will be 1.4%

(2025-02-17: 0.4625 USD)
(2024-11-15: 0.4625 USD)
(2024-08-15: 0.4625 USD)

will pay dividends in the amount of 0.34 USD per share on 2025-06-19, which is 3.9% of the current price 8.76. Together with previous payments, the annual dividend yield will be 15.5%

(2025-03-20: 0.34 USD)
(2024-12-19: 0.34 USD)
(2024-09-19: 0.34 USD)

will pay dividends in the amount of 0.14 USD per share on 2025-05-30, which is 1.1% of the current price 12.55. Together with previous payments, the annual dividend yield will be 7.1%

(2025-02-28: 0.25 USD)
(2024-11-29: 0.25 USD)
(2024-09-02: 0.25 USD)

will pay dividends in the amount of 0.15 USD per share on 2025-05-13, which is 1.4% of the current price 10.55. Together with previous payments, the annual dividend yield will be 7.1%

(2025-02-24: 0.3 USD)
(2024-11-15: 0.15 USD)
(2024-08-16: 0.15 USD)

will pay dividends in the amount of 4.5 USD per share on 2025-05-09, which is 2.1% of the current price 214.81. Together with previous payments, the annual dividend yield will be 8.4%

(2025-02-17: 4.5 USD)
(2024-11-07: 4.5 USD)
(2024-08-09: 4.5 USD)

will pay dividends in the amount of 0.3 USD per share on 2025-05-16, which is 2.0% of the current price 15.08. Together with previous payments, the annual dividend yield will be 8.0%

(2025-02-17: 0.3 USD)
(2024-11-18: 0.3 USD)
(2024-08-16: 0.3 USD)

will pay dividends in the amount of 0.25 USD per share on 2025-06-12, which is 2.1% of the current price 12.12. Together with previous payments, the annual dividend yield will be 8.3%

(2025-03-13: 0.25 USD)
(2024-12-12: 0.25 USD)
(2024-09-12: 0.25 USD)

will pay dividends in the amount of 0.51 USD per share on 2025-06-12, which is 0.7% of the current price 71.65. Together with previous payments, the annual dividend yield will be 2.8%

(2025-03-13: 0.51 USD)
(2024-11-28: 0.485 USD)
(2024-09-12: 0.485 USD)

#dividend #MPLX

will pay dividends in the amount of 0.9565 USD per share on 2025-05-08, which is 1.8% of the current price 51.87. Together with previous payments, the annual dividend yield will be 7.2%

(2025-01-31: 0.9565 USD)
(2024-11-07: 0.9565 USD)
(2024-08-08: 0.85 USD)

will pay dividends in the amount of 0.02 USD per share on 2025-05-09, which is 0.2% of the current price 9.59. Together with previous payments, the annual dividend yield will be 9.0%

(2025-02-21: 0.28 USD)
(2024-11-11: 0.28 USD)
(2024-08-15: 0.28 USD)

will pay dividends in the amount of 0.67 USD per share on 2025-05-30, which is 1.9% of the current price 34.83. Together with previous payments, the annual dividend yield will be 7.6%

(2025-02-28: 0.67 USD)
(2024-11-29: 0.66 USD)
(2024-09-02: 0.66 USD)

#dividend #RAND

will pay dividends in the amount of 0.29 USD per share on 2025-05-29, which is 1.5% of the current price 18.72. Together with previous payments, the annual dividend yield will be 27.1%

(2025-03-13: 0.29 USD)
(2024-12-13: 4.2 USD)
(2024-08-29: 0.29 USD)

#dividend #WLKP

will pay dividends in the amount of 0.4714 USD per share on 2025-05-12, which is 2.0% of the current price 23.27. Together with previous payments, the annual dividend yield will be 8.1%

(2025-02-06: 0.4714 USD)
(2024-11-11: 0.4714 USD)
(2024-08-09: 0.4714 USD)

#reports #MSTR
@ crypto

[MicroStrategy](https://eninvs.com/all.php?name=MSTR) (Business intelligence platform) reported for 2025 q1
(2025-05-01, After Market Close):

- Revenue -3.5% YoY (vs -2.4% in previous quarter and historical rate -3.2%)
- EBITDA margin -5349.5% decreased compared to -191.3% same period last year
- Net Debt increased by $2.2 bln since the start of the year (2.6% of market cap)
- FCF (LTM) -$5.9 bln (negative), 7.0% of market cap
- EV/Sales multiple is 204.9x

At the opening of the session the share price went up +2.5% vs S&P500 +0.7%

#dividend #AMSF

will pay dividends in the amount of 0.39 USD per share on 2025-06-12, which is 0.9% of the current price 45.83. Together with previous payments, the annual dividend yield will be 9.9%

(2025-03-06: 0.39 USD)
(2024-12-05: 3.37 USD)
(2024-09-05: 0.37 USD)

#dividend #FIBK

will pay dividends in the amount of 0.47 USD per share on 2025-05-09, which is 1.8% of the current price 26.65. Together with previous payments, the annual dividend yield will be 7.1%

(2025-02-07: 0.47 USD)
(2024-11-01: 0.47 USD)
(2024-08-02: 0.47 USD)

#dividend #APAM

will pay dividends in the amount of 0.68 USD per share on 2025-05-15, which is 1.8% of the current price 38.51. Together with previous payments, the annual dividend yield will be 9.2%

(2025-02-13: 1.34 USD)
(2024-11-14: 0.82 USD)
(2024-08-15: 0.71 USD)

#dividend #ARCC

will pay dividends in the amount of 0.48 USD per share on 2025-06-12, which is 2.4% of the current price 20.34. Together with previous payments, the annual dividend yield will be 9.4%

(2025-03-13: 0.48 USD)
(2024-12-12: 0.48 USD)
(2024-09-12: 0.48 USD)

will pay dividends in the amount of 0.34 USD per share on 2025-06-04, which is 1.8% of the current price 18.73. Together with previous payments, the annual dividend yield will be 7.2%

(2025-03-05: 0.34 USD)
(2024-12-04: 0.335 USD)
(2024-09-04: 0.335 USD)

#dividend #CSWC

will pay dividends in the amount of 0.64 USD per share on 2025-06-12, which is 3.1% of the current price 20.38. Together with previous payments, the annual dividend yield will be 12.5%

(2025-03-13: 0.64 USD)
(2024-12-12: 0.63 USD)
(2024-09-12: 0.64 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