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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

-0.5%

0.0%
day

-2.8%

0.7%
week

+4.2%

52.4%
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
-6.7%
0.0%
-14.3% >200x >200x 3349.7x
..
-6.7%
-81.8%
114.2% >200x >200x 738x
..
-6.7%
0.0%
0.0% >200x 0.3x 2219.6x
-6.7%
-72.7%
8.9% >200x >200x 147.8x
-6.7%
-62.5%
14.9% 60.4x 46.9x 170.1x
..
-6.7%
200.0%
75.0% >200x >200x 182.5x
-6.7%
200.0%
16.7% >200x >200x 1251.3x
-6.7%
100.0%
19.1% >200x >200x 272.2x
..
-6.7%
0.0%
-4.5% >200x >200x 167.8x
..
-6.7%
-50.0%
-12.1% >200x >200x 197.1x
2026-03-13
-6.7%
0.0%
0.0% >200x >200x 6128.8x
..
-6.7%
62.7%
29.0% >200x >200x 94.7x
2026-02-05
-6.7%
-50.0%
53.6% >200x >200x 91.9x
..
-6.7%
-50.0%
70.8% >200x >200x 555.7x
..
-6.7%
200.0%
12.5% >200x >200x 430.7x
Actual Performance
Period Strategy S&P500
Day -0.5% 0.0%
Week -2.8% +0.7%
Since inception (2021-08-31) +4.2% +52.4%

Portfolio (USD) and S&P500 dynamics (%)
chart technology by TradingView
Weekly price changes (profit) $
Company Share Price -w Price Change($)
-6.7%
-2.1%
-6.7%
-6.2%
-6.7%
-0.1%
-6.7%
-1.5%
-6.7%
-1.3%
-6.7%
-0.4%
-6.7%
-16.7%
-6.7%
-4.5%
Weekly price changes (loss) $
Company Share Price -w Price Change($)
-6.7%
+0.8%
-6.7%
+0.6%
-6.7%
+29.1%
-6.7%
+6.1%
-6.7%
+0.6%
-6.7%
+39.7%
-6.7%
+5.3%

Reviews


2025-12-07
#dividend #BFS

Saul Centers will pay dividends in the amount of 0.59 USD per share on 2026-01-14, which is 2.0% of the current price 30.25. Together with previous payments, the annual dividend yield will be 7.8%

(2025-10-14: 0.59 USD)
(2025-07-14: 0.59 USD)
(2025-04-14: 0.59 USD)

2025-12-07
#dividend #GMRE

Global Medical REIT will pay dividends in the amount of 0.75 USD per share on 2025-12-18, which is 2.3% of the current price 32.35. Together with previous payments, the annual dividend yield will be 10.2%

(2025-09-26: 0.75 USD)
(2025-06-19: 0.75 USD)
(2025-03-20: 1.05 USD)

2025-12-07
#dividend #RAND

Rand Capital Corporation will pay dividends in the amount of 0.85 USD per share on 2025-12-15, which is 5.6% of the current price 15.1. Together with previous payments, the annual dividend yield will be 11.4%

(2025-08-28: 0.29 USD)
(2025-05-29: 0.29 USD)
(2025-03-13: 0.29 USD)

2025-12-07
#dividend #SACH

Sachem Capital will pay dividends in the amount of 0.05 USD per share on 2025-12-12, which is 4.6% of the current price 1.09. Together with previous payments, the annual dividend yield will be 18.3%

(2025-09-12: 0.05 USD)
(2025-06-13: 0.05 USD)
(2025-03-14: 0.05 USD)

2025-12-06
#dividend #MSFT

Microsoft will pay dividends in the amount of 0.91 USD per share on 2026-02-18, which is 0.2% of the current price 483.16. Together with previous payments, the annual dividend yield will be 0.7%

(2025-11-19: 0.91 USD)
(2025-08-20: 0.83 USD)
(2025-05-14: 0.83 USD)

2025-12-05
#dividend #ARE

Alexandria Real Estate Equitie will pay dividends in the amount of 0.72 USD per share on 2025-12-30, which is 1.5% of the current price 46.59. Together with previous payments, the annual dividend yield will be 10.0%

(2025-09-29: 1.32 USD)
(2025-06-27: 1.32 USD)
(2025-03-28: 1.32 USD)

2025-11-27
#dividend #GLPI

Gaming and Leisure Properties will pay dividends in the amount of 0.78 USD per share on 2025-12-04, which is 1.8% of the current price 43.3. Together with previous payments, the annual dividend yield will be 7.2%

(2025-09-11: 0.78 USD)
(2025-06-12: 0.78 USD)
(2025-03-13: 0.76 USD)

2025-11-26
#dividend #CSWC

Capital Southwest Corporation will pay dividends in the amount of 0.1934 USD per share on 2026-01-14, which is 0.9% of the current price 21.45. Together with previous payments, the annual dividend yield will be 9.9%

(2025-10-14: 0.6402 USD)
(2025-07-14: 0.6402 USD)
(2025-06-12: 0.64 USD)

2025-11-24
#dividend #AHH

Armada Hoffler Properties will pay dividends in the amount of 0.14 USD per share on 2025-12-30, which is 2.2% of the current price 6.27. Together with previous payments, the annual dividend yield will be 8.9%

(2025-09-23: 0.14 USD)
(2025-06-27: 0.14 USD)
(2025-03-25: 0.14 USD)

2025-11-24
#dividend #LYB

LyondellBasell Industries will pay dividends in the amount of 1.37 USD per share on 2025-11-28, which is 3.1% of the current price 44.8. Together with previous payments, the annual dividend yield will be 12.2%

(2025-08-22: 1.37 USD)
(2025-05-30: 1.37 USD)
(2025-03-07: 1.34 USD)

2025-11-23
#dividend #TFSL

TFS Financial will pay dividends in the amount of 0.28 USD per share on 2025-12-01, which is 2.0% of the current price 14.2. Together with previous payments, the annual dividend yield will be 7.9%

(2025-09-09: 0.2825 USD)
(2025-06-09: 0.2825 USD)
(2025-03-05: 0.2825 USD)

2025-11-21
#dividend #MRK

Merck will pay dividends in the amount of 0.85 USD per share on 2025-12-12, which is 0.9% of the current price 94.97. Together with previous payments, the annual dividend yield will be 3.5%

(2025-09-12: 0.81 USD)
(2025-06-13: 0.81 USD)
(2025-03-14: 0.81 USD)

2025-11-20
#dividend #BHFAP

Brighthouse Financial will pay dividends in the amount of 0.4125 USD per share on 2025-12-09, which is 2.6% of the current price 15.78. Together with previous payments, the annual dividend yield will be 10.5%

(2025-09-09: 0.4125 USD)
(2025-06-09: 0.4125 USD)
(2025-03-07: 0.4125 USD)

2025-11-20
#dividend #PINE

Alpine Income Property Trust will pay dividends in the amount of 0.285 USD per share on 2025-12-10, which is 1.8% of the current price 16.12. Together with previous payments, the annual dividend yield will be 7.1%

(2025-09-10: 0.285 USD)
(2025-06-11: 0.285 USD)
(2025-03-12: 0.285 USD)

2025-11-17
#dividend #NSA

National Storage Affiliates Trust 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)

2025-11-15
#dividend #CSCO

Cisco 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)

2025-11-15
#dividend #FLNG

FLEX LNG 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)

2025-11-15
#dividend #SGA

Saga Communications 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)

2025-11-14
#dividend #CRWS

Crown Crafts 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)

2025-11-14
#dividend #NWL

Newell Brands 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)

2025-11-12
#dividend #TSQ

Townsquare Media 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)