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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

-1.8%

-0.4%
day

-11.8%

-2.0%
week

+10.4%

48.3%
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
			-6.7%	0.0%	-14.3%	>200x	>200x	4373.5x	..
			-6.7%	-81.8%	114.2%	>200x	>200x	728.8x	..
			-6.7%	0.0%	0.0%	>200x	0.3x	2126.5x
			-6.7%	-72.7%	8.9%	>200x	>200x	126.1x	2025-12-01
			-6.7%	-62.5%	14.9%	55.3x	46.4x	153.1x	..
			-6.7%	200.0%	75.0%	>200x	>200x	97.9x	2025-11-12
			-6.7%	200.0%	16.7%	>200x	>200x	1194.5x
			-6.7%	100.0%	19.1%	>200x	>200x	214.5x	2025-11-26
			-6.7%	0.0%	-4.5%	>200x	>200x	167.1x	2025-11-17
			-6.7%	11.2%	-1.6%	6.4x	15.5x	149.1x	2026-02-07
			-6.7%	-50.0%	-12.1%	>200x	>200x	190x	2026-03-13
			-6.7%	0.0%	0.0%	>200x	>200x	5576.4x	..
			-6.7%	62.7%	29.0%	>200x	>200x	90.6x	2026-02-05
			-6.7%	-50.0%	70.8%	>200x	>200x	566.5x	..
			-6.7%	200.0%	12.5%	>200x	>200x	420.1x

Actual Performance

Period	Strategy	S&P500
Day	-1.8%	-0.4%
Week	-11.8%	-2.0%
Since inception (2021-08-31)	+10.4%	+48.3%

Maximum drawdown

51.5%

Date of drawdown

2025-11-14

Sharpe ratio

0.26

Volatility (year)

38%

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

chart technology by TradingView

Weekly price changes (profit) $

Company	Share	Price -w	Price	Change($)
	-6.7%			-19.8%
	-6.7%			-7.2%
	-6.7%			-13.4%
	-6.7%			-0.1%
	-6.7%			-10.0%

Weekly price changes (loss) $

Company	Share	Price -w	Price	Change($)
	-6.7%			+21.1%
	-6.7%			+5.2%
	-6.7%			+27.3%
	-6.7%			+12.0%
	-6.7%			+0.4%
	-6.7%			+16.4%
	-6.7%			+108.4%
	-6.7%			+2.1%
	-6.7%			+4.8%
	-6.7%			+0.6%

News

Nuvalent Reports 31% Response Rate In Patients With Advanced Form Of Lung Cancer

Strategy Stock Is Falling. It Bought More Bitcoin Anyway.

Michael Saylor's Strategy buys $835M in bitcoin, Nvidia earnings expectations, AI bubble concerns

Merck expects over $5 billion commercial opportunity from Cidara's flu drug

Nuvalent Announces Positive Topline Pivotal Data from ALKOVE-1 Clinical Trial of Neladalkib for TKI Pre-treated Patients with Advanced ALK-positive NSCLC

If You'd Invested $1 Million in Palantir Stock in 2020, Here's How Much You'd Have Today

businesswire.com

Multiverse and Palantir Partner to Launch NHS Federated Data Platform Apprenticeship Programmes, Supporting the NHS's Data and AI Transformation

globenewswire.com

James M. O'Brien Appointed Chief Financial Officer at Mesoblast

globenewswire.com

$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Cidara Therapeutics, Inc. (NASDAQ: CDTX)

seekingalpha.com

Nektar Therapeutics: Cautiously Positive Moving Into Phase 2b Readout

Reviews

will pay dividends in the amount of 0.57 USD per share on 2025-12-12, which is 1.9% of the current price 29.4. Together with previous payments, the annual dividend yield will be 7.8%

(2025-09-12: 0.57 USD)
(2025-06-12: 0.57 USD)
(2025-03-13: 0.57 USD)

#dividend #CSCO

will pay dividends in the amount of 0.41 USD per share on 2026-01-01, which is 0.5% of the current price 78. Together with previous payments, the annual dividend yield will be 2.1%

(2025-10-02: 0.41 USD)
(2025-07-02: 0.41 USD)
(2025-04-02: 0.41 USD)

#dividend #FLNG

will pay dividends in the amount of 0.75 USD per share on 2025-11-27, which is 2.8% of the current price 26.39. Together with previous payments, the annual dividend yield will be 11.4%

(2025-09-04: 0.75 USD)
(2025-06-05: 0.75 USD)
(2025-02-19: 0.75 USD)

will pay dividends in the amount of 0.25 USD per share on 2025-11-21, which is 2.1% of the current price 12.01. Together with previous payments, the annual dividend yield will be 8.3%

(2025-08-25: 0.25 USD)
(2025-06-05: 0.25 USD)
(2025-02-17: 0.25 USD)

#dividend #CRWS

will pay dividends in the amount of 0.08 USD per share on 2025-12-11, which is 2.9% of the current price 2.755. Together with previous payments, the annual dividend yield will be 11.6%

(2025-09-11: 0.08 USD)
(2025-06-12: 0.08 USD)
(2025-03-13: 0.08 USD)

will pay dividends in the amount of 0.07 USD per share on 2025-11-27, which is 2.1% of the current price 3.38. Together with previous payments, the annual dividend yield will be 8.3%

(2025-08-28: 0.07 USD)
(2025-05-29: 0.07 USD)
(2025-02-27: 0.07 USD)

will pay dividends in the amount of 0.2 USD per share on 2026-01-23, which is 3.7% of the current price 5.45. Together with previous payments, the annual dividend yield will be 14.7%

(2025-10-24: 0.2 USD)
(2025-07-17: 0.2 USD)
(2025-04-16: 0.2 USD)

#dividend #OMAB

will pay dividends in the amount of 5.768 USD per share on 2025-11-21, which is 5.4% of the current price 106.56. Together with previous payments, the annual dividend yield will be 7.6%

(2025-05-22: 2.35 USD)

#dividend #PSEC

will pay dividends in the amount of 0.045 USD per share on 2026-01-27, which is 1.6% of the current price 2.74. Together with previous payments, the annual dividend yield will be 16.4%

(2025-10-28: 0.135 USD)
(2025-07-28: 0.135 USD)
(2025-04-25: 0.135 USD)

#dividend #ACRE

will pay dividends in the amount of 0.15 USD per share on 2025-12-30, which is 3.0% of the current price 5.06. Together with previous payments, the annual dividend yield will be 11.9%

(2025-09-29: 0.15 USD)
(2025-06-27: 0.15 USD)
(2025-03-28: 0.15 USD)

will pay dividends in the amount of 0.31 USD per share on 2025-12-12, which is 1.3% of the current price 23.19. Together with previous payments, the annual dividend yield will be 7.1%

(2025-09-12: 0.311 USD)
(2025-06-13: 0.3222 USD)
(2025-03-13: 0.6937 USD)

#dividend #CHSCP

will pay dividends in the amount of 0.5 USD per share on 2025-12-15, which is 1.8% of the current price 28.11. Together with previous payments, the annual dividend yield will be 7.1%

(2025-09-15: 0.5 USD)
(2025-06-12: 0.5 USD)
(2025-03-14: 0.5 USD)

#dividend #FDUS

will pay dividends in the amount of 0.5 USD per share on 2025-12-18, which is 2.5% of the current price 19.77. Together with previous payments, the annual dividend yield will be 10.9%

(2025-09-17: 0.57 USD)
(2025-06-12: 0.54 USD)
(2025-03-19: 0.54 USD)

#dividend #GSBD

will pay dividends in the amount of 0.36 USD per share on 2025-11-27, which is 3.6% of the current price 9.88. Together with previous payments, the annual dividend yield will be 19.0%

(2025-08-28: 0.51 USD)
(2025-05-29: 0.53 USD)
(2025-03-28: 0.48 USD)

#dividend #TCPC

will pay dividends in the amount of 0.25 USD per share on 2025-12-16, which is 4.4% of the current price 5.7. Together with previous payments, the annual dividend yield will be 19.6%

(2025-09-15: 0.29 USD)
(2025-06-13: 0.29 USD)
(2025-03-14: 0.29 USD)

will pay dividends in the amount of 0.3 USD per share on 2025-12-10, which is 2.0% of the current price 14.8. Together with previous payments, the annual dividend yield will be 8.0%

(2025-09-09: 0.3007 USD)
(2025-06-09: 0.3043 USD)
(2025-03-10: 0.2782 USD)

will pay dividends in the amount of 0.14 USD per share on 2025-11-28, which is 1.6% of the current price 8.97. Together with previous payments, the annual dividend yield will be 7.5%

(2025-09-01: 0.14 USD)
(2025-05-30: 0.14 USD)
(2025-02-28: 0.25 USD)

#reports #NKTR

[Nektar Therapeutics](https://eninvs.com/all.php?name=NKTR) (Medicines developer) reported for [2025 q3](https://eninvs.com/press_release.php?source=sec&form_type=10&id=193450)
(2025-08-07, After Market Close):

- Revenue -50% YoY (vs -52.2% in previous quarter and historical rate -12.1%)
- EBITDA margin -258.3% decreased compared to -137.5% same period last year
- Net Debt decreased by $98 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) +$0 bln (positive), 0.4% of market cap
- EV/Sales multiple is 187.5x

At the opening of the session the share price went up +3.9% vs S&P500 +0.2%

#dividend #CCOI

will pay dividends in the amount of 0.02 USD per share on 2025-11-20, which is 0.1% of the current price 23.49. Together with previous payments, the annual dividend yield will be 13.0%

(2025-08-20: 1.015 USD)
(2025-05-21: 1.01 USD)
(2025-03-12: 1.005 USD)

#dividend #EXPI

will pay dividends in the amount of 0.05 USD per share on 2025-11-14, which is 0.5% of the current price 10.8. Together with previous payments, the annual dividend yield will be 1.9%

(2025-08-14: 0.05 USD)
(2025-05-16: 0.05 USD)
(2025-03-03: 0.05 USD)

#dividend #TRMD

will pay dividends in the amount of 0.6168 USD per share on 2025-11-18, which is 2.7% of the current price 22.78. Together with previous payments, the annual dividend yield will be 8.8%

(2025-08-21: 0.3987 USD)
(2025-05-21: 0.3987 USD)
(2025-03-19: 0.6 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