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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

0.0%

0.8%
day

-2.0%

1.9%
week

+20.1%

50.2%
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
-6.7%
0.0%
-14.3% >200x >200x 4089.8x
..
-6.7%
-81.8%
114.2% >200x >200x 311.2x
..
-6.7%
0.0%
0.0% >200x 0.3x 1801.1x
-6.7%
-72.7%
8.9% >200x >200x 134.9x
-6.7%
-62.5%
14.9% 62.8x 46.2x 173.8x
2025-11-06
-6.7%
200.0%
75.0% >200x >200x 102.8x
-6.7%
200.0%
16.7% >200x >200x 945.7x
2025-11-04
-6.7%
100.0%
19.1% >200x >200x 244x
..
-6.7%
0.0%
-4.5% >200x >200x 165x
2025-10-30
-6.7%
2.7%
-2.8% 13.5x 15.7x 196.3x
2025-10-30
-6.7%
-52.2%
-8.2% >200x >200x 170.2x
2026-02-05
-6.7%
0.0%
0.0% >200x >200x 5375.5x
2025-11-06
-6.7%
48.1%
25.7% >200x >200x 109.1x
2025-11-03
-6.7%
-50.0%
70.8% >200x >200x 611.7x
2025-10-30
-6.7%
0.0%
0.0% >200x >200x 2470.5x
Actual Performance
Period Strategy S&P500
Day 0.0% +0.8%
Week -2.0% +1.9%
Since inception (2021-08-31) +20.1% +50.2%

Portfolio (USD) and S&P500 dynamics (%)
chart technology by TradingView
Weekly price changes (profit) $
Company Share Price -w Price Change($)
-6.7%
-3.1%
-6.7%
-2.4%
-6.7%
-2.4%
-6.7%
-7.9%
-6.7%
-1.0%
-6.7%
-2.3%
-6.7%
-1.7%
Weekly price changes (loss) $
Company Share Price -w Price Change($)
-6.7%
+3.3%
-6.7%
+2.7%
-6.7%
+5.6%
-6.7%
+0.1%
-6.7%
0.0%
-6.7%
+11.6%
-6.7%
+4.2%
-6.7%
+4.8%

Reviews


2025-10-26
#dividend #ACCO

ACCO Brands Corporation will pay dividends in the amount of 0.075 USD per share on 2025-11-20, which is 1.8% of the current price 4.14. Together with previous payments, the annual dividend yield will be 7.2%

(2025-08-21: 0.075 USD)
(2025-05-22: 0.075 USD)
(2025-03-13: 0.075 USD)

2025-10-26
#dividend #CHCT

Community Healthcare Trust will pay dividends in the amount of 0.475 USD per share on 2025-11-06, which is 3.3% of the current price 14.59. Together with previous payments, the annual dividend yield will be 12.9%

(2025-08-07: 0.4725 USD)
(2025-05-08: 0.47 USD)
(2025-02-21: 0.4675 USD)

2025-10-25
#dividend #AB

AllianceBernstein will pay dividends in the amount of 0.86 USD per share on 2025-10-31, which is 2.2% of the current price 39.6. Together with previous payments, the annual dividend yield will be 8.8%

(2025-08-01: 0.76 USD)
(2025-05-02: 0.8 USD)
(2025-02-17: 1.05 USD)

2025-10-25
#dividend #CPAC

Cementos PacasmayoA. will pay dividends in the amount of 0.5518 USD per share on 2025-11-20, which is 7.5% of the current price 7.37.

2025-10-25
#dividend #DEA

Easterly Government Properties will pay dividends in the amount of 0.45 USD per share on 2025-11-06, which is 2.0% of the current price 22.49. Together with previous payments, the annual dividend yield will be 9.0%

(2025-08-12: 0.45 USD)
(2025-05-02: 0.45 USD)
(2025-03-04: 0.6625 USD)

2025-10-23
#dividend #RPT

RPT Realty will pay dividends in the amount of 0.06 USD per share on 2025-11-13, which is 2.5% of the current price 2.42. Together with previous payments, the annual dividend yield will be 9.9%

(2025-08-14: 0.06 USD)
(2025-05-14: 0.06 USD)
(2025-02-13: 0.06 USD)

2025-10-23
#dividend #SITC

SITE Centers will pay dividends in the amount of 1 USD per share on 2025-10-30, which is 11.3% of the current price 8.84. Together with previous payments, the annual dividend yield will be 65.0%

(2025-09-01: 3.25 USD)
(2025-06-27: 1.5 USD)

2025-10-23
#dividend #WHR

Whirlpool will pay dividends in the amount of 0.9 USD per share on 2025-11-20, which is 1.2% of the current price 73.01. Together with previous payments, the annual dividend yield will be 7.3%

(2025-08-28: 0.9 USD)
(2025-05-15: 1.75 USD)
(2025-02-27: 1.75 USD)

2025-10-19
#dividend #QCOM

QUALCOMM will pay dividends in the amount of 0.89 USD per share on 2025-12-03, which is 0.5% of the current price 163.45. Together with previous payments, the annual dividend yield will be 2.2%

(2025-09-03: 0.89 USD)
(2025-06-04: 0.89 USD)
(2025-03-05: 0.85 USD)

2025-10-19
#dividend #MDV

Modiv Inc. will pay dividends in the amount of 0.2925 USD per share on 2025-10-30, which is 2.0% of the current price 14.29. Together with previous payments, the annual dividend yield will be 8.2%

(2025-07-30: 0.2925 USD)
(2025-04-29: 0.2925 USD)
(2025-01-30: 0.2925 USD)

2025-10-18
#dividend #KO

Coca-Cola will pay dividends in the amount of 0.51 USD per share on 2025-11-28, which is 0.7% of the current price 68.44. Together with previous payments, the annual dividend yield will be 3.0%

(2025-09-12: 0.51 USD)
(2025-06-12: 0.51 USD)
(2025-03-13: 0.51 USD)

2025-10-17
#dividend #GAIN

Gladstone Investment Corporation will pay dividends in the amount of 0.24 USD per share on 2025-10-23, which is 1.7% of the current price 13.79. Together with previous payments, the annual dividend yield will be 10.9%

(2025-07-18: 0.24 USD)
(2025-04-18: 0.78 USD)
(2025-01-23: 0.24 USD)

2025-10-17
#dividend #GLAD

Gladstone Capital Corporation will pay dividends in the amount of 0.3 USD per share on 2025-10-23, which is 1.6% of the current price 19.29. Together with previous payments, the annual dividend yield will be 8.9%

(2025-07-18: 0.43 USD)
(2025-04-18: 0.495 USD)
(2025-01-23: 0.495 USD)

2025-10-17
#dividend #GOOD

Gladstone Commercial will pay dividends in the amount of 0.1 USD per share on 2025-10-23, which is 0.9% of the current price 11.47. Together with previous payments, the annual dividend yield will be 8.7%

(2025-07-18: 0.3 USD)
(2025-04-18: 0.3 USD)
(2025-01-23: 0.3 USD)

2025-10-16
#dividend #BHR

Braemar Hotels & Resorts will pay dividends in the amount of 0.05 USD per share on 2025-12-30, which is 1.9% of the current price 2.64. Together with previous payments, the annual dividend yield will be 7.6%

(2025-09-29: 0.05 USD)
(2025-06-27: 0.05 USD)
(2025-03-28: 0.05 USD)

2025-10-16
#dividend #RYN

Rayonier will pay dividends in the amount of 1.4 USD per share on 2025-10-23, which is 5.8% of the current price 24.18. Together with previous payments, the annual dividend yield will be 9.2%

(2025-09-15: 0.2725 USD)
(2025-06-13: 0.2725 USD)
(2025-03-14: 0.2725 USD)

2025-10-13
#dividend #MSB

Mesabi Trust will pay dividends in the amount of 0.34 USD per share on 2025-10-29, which is 1.1% of the current price 30.65. Together with previous payments, the annual dividend yield will be 22.7%

(2025-07-29: 0.12 USD)
(2025-04-29: 0.56 USD)
(2025-01-29: 5.95 USD)

2025-10-12
#dividend #AGNC

AGNC Investment will pay dividends in the amount of 0.12 USD per share on 2025-10-30, which is 1.2% of the current price 9.93. Together with previous payments, the annual dividend yield will be 12.1%

(2025-07-30: 0.36 USD)
(2025-04-29: 0.36 USD)
(2025-01-30: 0.36 USD)

2025-10-11
#dividend #PFE

Pfizer will pay dividends in the amount of 0.43 USD per share on 2025-11-06, which is 1.7% of the current price 24.78. Together with previous payments, the annual dividend yield will be 6.9%

(2025-07-24: 0.43 USD)
(2025-05-08: 0.43 USD)
(2025-01-23: 0.43 USD)

2025-10-11
#dividend #DOW

Dow will pay dividends in the amount of 0.35 USD per share on 2025-11-27, which is 1.7% of the current price 20.65. Together with previous payments, the annual dividend yield will be 10.2%

(2025-08-28: 0.35 USD)
(2025-05-29: 0.7 USD)
(2025-02-27: 0.7 USD)

2025-10-11
#dividend #RMR

RMR will pay dividends in the amount of 0.45 USD per share on 2025-10-24, which is 3.1% of the current price 14.57. Together with previous payments, the annual dividend yield will be 12.4%

(2025-07-18: 0.45 USD)
(2025-04-21: 0.45 USD)
(2025-01-24: 0.45 USD)