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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

-2.9%

0.8%
day

-9.2%

6.8%
week

+75.8%

19.5%
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
			-12.5%	0.0%	-14.3%	>200x	>200x	2723.5x	..
			-12.5%	66.7%	150.0%	>200x	>200x	62.5x	..
			-12.5%	200.0%	16.7%	>200x	>200x	704.7x
			-12.5%	0.0%	-4.5%	>200x	>200x	64.7x	2025-05-13
			-12.5%	-2.4%	-3.2%	>200x	>200x	159.3x	2025-04-29
			-12.5%	0.0%	0.0%	>200x	>200x	3624.7x	..
			-12.5%	36.2%	23.1%	>200x	>200x	62.1x
			-12.5%	-50.0%	70.8%	>200x	>200x	677x	..

Actual Performance

Period	Strategy	S&P500
Day	-2.9%	+0.8%
Week	-9.2%	+6.8%
Since inception (2021-08-31)	+75.8%	+19.5%

Maximum drawdown

49.9%

Date of drawdown

2024-02-28

Sharpe ratio

0.58

Volatility (year)

39%

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

chart technology by TradingView

Weekly price changes (profit) $

Company	Share	Price -w	Price	Change($)

Weekly price changes (loss) $

Company	Share	Price -w	Price	Change($)
	-12.5%			+11.3%
	-12.5%			+7.6%
	-12.5%			+4.9%
	-12.5%			+5.7%
	-12.5%			+18.5%
	-12.5%			+16.6%
	-12.5%			+22.1%

News

investopedia.com

S&P 500 Gains and Losses Today: Palantir Stock Jumps as NATO Enlists AI Military System

schaeffersresearch.com

Palantir Stock Higher as Options Bears Grow Bold

TG Therapeutics Shares Rise Almost 30% in 3 Months: Here's Why

seekingalpha.com

MSTX: The Case Study For Bad Leveraged ETFs

accessnewswire.com

Strategy Incorporated Investigation Ongoing: Contact Levi & Korsinsky to Discuss Your Rights - MSTR

seekingalpha.com

Merus: Riding The Bispecific Wave In Oncology

Nuvalent to Participate in the Stifel 2025 Virtual Targeted Oncology Forum

These Insurance Stocks And Biotech Leader Hit New Highs As Stock Market Crumbles

globenewswire.com

Arcellx CMO Discusses Novel Investigational CAR-T Therapy During Multiple Myeloma Awareness Month

Nuvalent to Participate in Upcoming March Investor Conferences

Reviews

will pay dividends in the amount of 0.45 USD per share on 2025-04-21, which is 3.0% of the current price 15.23. Together with previous payments, the annual dividend yield will be 11.8%

(2025-01-24: 0.45 USD)
(2024-10-25: 0.45 USD)
(2024-07-19: 0.45 USD)

will pay dividends in the amount of 0.01 USD per share on 2025-04-21, which is 2.8% of the current price 0.358. Together with previous payments, the annual dividend yield will be 11.2%

(2025-01-24: 0.01 USD)
(2024-10-25: 0.01 USD)
(2024-07-19: 0.01 USD)

will pay dividends in the amount of 0.01 USD per share on 2025-04-21, which is 0.5% of the current price 1.92. Together with previous payments, the annual dividend yield will be 12.0%

(2025-01-24: 0.01 USD)
(2024-10-25: 0.01 USD)
(2024-07-19: 0.2 USD)

will pay dividends in the amount of 0.35 USD per share on 2025-04-21, which is 2.6% of the current price 13.56. Together with previous payments, the annual dividend yield will be 7.7%

(2024-12-13: 0.35 USD)
(2024-09-13: 0.35 USD)

#dividend #SWKH

will pay dividends in the amount of 4 USD per share on 2025-04-23, which is 22.2% of the current price 18.04.

#dividend #AGNC

will pay dividends in the amount of 0.12 USD per share on 2025-04-29, which is 1.4% of the current price 8.35. Together with previous payments, the annual dividend yield will be 14.4%

(2025-01-30: 0.36 USD)
(2024-10-30: 0.36 USD)
(2024-07-30: 0.36 USD)

will pay dividends in the amount of 0.05 USD per share on 2025-06-27, which is 2.5% of the current price 1.97. Together with previous payments, the annual dividend yield will be 10.2%

(2025-03-28: 0.05 USD)
(2024-12-30: 0.05 USD)
(2024-09-27: 0.05 USD)

will pay dividends in the amount of 0.18 USD per share on 2025-05-02, which is 2.2% of the current price 8.1. Together with previous payments, the annual dividend yield will be 12.0%

(2025-03-04: 0.265 USD)
(2024-11-14: 0.265 USD)
(2024-07-31: 0.265 USD)

will pay dividends in the amount of 0.7 USD per share on 2025-05-29, which is 2.5% of the current price 28.43. Together with previous payments, the annual dividend yield will be 9.8%

(2025-02-27: 0.7 USD)
(2024-11-28: 0.7 USD)
(2024-08-29: 0.7 USD)

#dividend #GAIN

will pay dividends in the amount of 0.78 USD per share on 2025-04-18, which is 5.9% of the current price 13.25. Together with previous payments, the annual dividend yield will be 11.3%

(2025-01-23: 0.24 USD)
(2024-10-21: 0.24 USD)
(2024-07-19: 0.24 USD)

#dividend #GLAD

will pay dividends in the amount of 0.495 USD per share on 2025-04-18, which is 2.0% of the current price 24.15. Together with previous payments, the annual dividend yield will be 9.9%

(2025-01-23: 0.495 USD)
(2024-10-21: 0.895 USD)
(2024-07-19: 0.495 USD)

will pay dividends in the amount of 1.057 USD per share on 2025-04-18, which is 0.6% of the current price 163.56. Together with previous payments, the annual dividend yield will be 2.5%

(2025-01-23: 1.007 USD)
(2024-10-17: 1.007 USD)
(2024-07-18: 1.007 USD)

#dividend #CALM

will pay dividends in the amount of 3.456 USD per share on 2025-04-29, which is 3.7% of the current price 94.68. Together with previous payments, the annual dividend yield will be 7.1%

(2025-01-28: 1.489 USD)
(2024-10-29: 1.019 USD)
(2024-08-02: 0.77 USD)

#dividend #GOOD

will pay dividends in the amount of 0.3 USD per share on 2025-04-18, which is 2.3% of the current price 13.3. Together with previous payments, the annual dividend yield will be 9.0%

(2025-01-23: 0.3 USD)
(2024-10-21: 0.3 USD)
(2024-07-19: 0.3 USD)

#dividend #SIGA

will pay dividends in the amount of 0.6 USD per share on 2025-04-28, which is 10.1% of the current price 5.92.

will pay dividends in the amount of 0.535 USD per share on 2025-04-29, which is 1.8% of the current price 29.69. Together with previous payments, the annual dividend yield will be 7.1%

(2025-01-30: 0.535 USD)
(2024-10-30: 0.525 USD)
(2024-07-30: 0.525 USD)

#dividend #PAGP

will pay dividends in the amount of 0.38 USD per share on 2025-04-30, which is 2.0% of the current price 18.66. Together with previous payments, the annual dividend yield will be 7.5%

(2025-01-30: 0.38 USD)
(2024-10-30: 0.3175 USD)
(2024-07-30: 0.3175 USD)

will pay dividends in the amount of 0.3 USD per share on 2025-04-15, which is 2.7% of the current price 11.02. Together with previous payments, the annual dividend yield will be 8.2%

(2024-12-10: 0.3 USD)
(2024-09-10: 0.3 USD)

will pay dividends in the amount of 0.38 USD per share on 2025-04-30, which is 2.2% of the current price 17.34. Together with previous payments, the annual dividend yield will be 8.0%

(2025-01-30: 0.38 USD)
(2024-10-30: 0.3175 USD)
(2024-07-30: 0.3175 USD)

#dividend #PNNT

will pay dividends in the amount of 0.08 USD per share on 2025-04-14, which is 1.2% of the current price 6.44. Together with previous payments, the annual dividend yield will be 12.4%

(2025-01-14: 0.24 USD)
(2024-10-15: 0.24 USD)
(2024-07-12: 0.24 USD)

will pay dividends in the amount of 0.1132 USD per share on 2025-04-14, which is 0.8% of the current price 13.93. Together with previous payments, the annual dividend yield will be 8.1%

(2025-01-14: 0.3396 USD)
(2024-10-14: 0.3396 USD)
(2024-07-12: 0.3396 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