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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

+4.2%

-1.7%
day

+0.2%

-1.6%
week

+55.4%

33.0%
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 3069.2x
..
-6.7%
66.7%
150.0% >200x >200x 62.5x
..
-6.7%
21.2%
11.7% 182.7x 39.4x 53.9x
..
-6.7%
-88.9%
46.7% >200x >200x 53.3x
2025-02-27
-6.7%
-81.8%
114.2% >200x >200x 74.1x
..
-6.7%
-72.7%
8.9% >200x >200x 60.7x
2025-03-04
-6.7%
200.0%
16.7% >200x 0.2x 2097.2x
-6.7%
200.0%
16.7% >200x >200x 783x
2025-02-26
-6.7%
100.0%
19.1% >200x >200x 250.1x
2025-02-20
-6.7%
9.1%
1.1% >200x >200x 72.8x
2025-03-04
-6.7%
-2.4%
-3.2% >200x >200x 170.7x
2025-04-29
-6.7%
0.0%
0.0% >200x >200x 4664.8x
..
-6.7%
36.2%
23.1% >200x >200x 74.8x
-6.7%
-50.0%
70.8% >200x >200x 565.4x
2025-03-04
-6.7%
0.0%
0.0% >200x >200x 3070.2x
Actual Performance
Period Strategy S&P500
Day +4.2% -1.7%
Week +0.2% -1.6%
Since inception (2021-08-31) +55.4% +33.0%

Portfolio (USD) and S&P500 dynamics (%)
chart technology by TradingView
Weekly price changes (profit) $
Company Share Price -w Price Change($)
-7.1%
-3.0%
-7.1%
-2.2%
-7.1%
-3.6%
-7.1%
-9.5%
-7.1%
-9.8%
-7.1%
-13.6%
-7.1%
-6.4%
-7.1%
-1.6%
-7.1%
-15.8%
Weekly price changes (loss) $
Company Share Price -w Price Change($)
-7.1%
+0.9%
-7.1%
+0.7%
-7.1%
+16.8%
-7.1%
+0.8%

Reviews


2025-02-21
#dividend #BDN

Brandywine Realty Trust will pay dividends in the amount of 0.15 USD per share on 2025-04-02, which is 3.0% of the current price 4.96. Together with previous payments, the annual dividend yield will be 12.1%

(2025-01-07: 0.15 USD)
(2024-10-08: 0.15 USD)
(2024-07-02: 0.15 USD)

2025-02-21
#dividend #TX

Ternium will pay dividends in the amount of 1.8 USD per share on 2025-05-08, which is 6.0% of the current price 29.79. Together with previous payments, the annual dividend yield will be 9.1%

(2024-11-15: 0.9 USD)

2025-02-21
#dividend #DEA

Easterly Government Properties will pay dividends in the amount of 0.265 USD per share on 2025-03-04, which is 2.5% of the current price 10.69. Together with previous payments, the annual dividend yield will be 9.9%

(2024-11-14: 0.265 USD)
(2024-07-31: 0.265 USD)
(2024-05-07: 0.265 USD)

2025-02-21
#dividend #FDUS

Fidus Investment Corporation will pay dividends in the amount of 0.54 USD per share on 2025-03-19, which is 2.3% of the current price 23.24. Together with previous payments, the annual dividend yield will be 9.9%

(2024-12-16: 0.61 USD)
(2024-09-18: 0.57 USD)
(2024-06-17: 0.59 USD)

2025-02-21
#dividend #PK

Park Hotels & Resorts will pay dividends in the amount of 0.25 USD per share on 2025-03-28, which is 1.9% of the current price 13.03. Together with previous payments, the annual dividend yield will be 10.7%

(2024-12-30: 0.65 USD)
(2024-09-27: 0.25 USD)
(2024-06-27: 0.25 USD)

2025-02-21
#dividend #SBLK

Star Bulk Carriers will pay dividends in the amount of 0.09 USD per share on 2025-03-03, which is 0.6% of the current price 16. Together with previous payments, the annual dividend yield will be 13.4%

(2024-12-04: 0.6 USD)
(2024-08-26: 0.7 USD)
(2024-06-05: 0.75 USD)

2025-02-20
#dividend #BHFAP

Brighthouse Financial will pay dividends in the amount of 0.4125 USD per share on 2025-03-07, which is 1.9% of the current price 21.7. Together with previous payments, the annual dividend yield will be 7.6%

(2024-12-09: 0.4125 USD)
(2024-09-09: 0.4125 USD)
(2024-06-07: 0.4125 USD)

2025-02-20
#dividend #PANL

Pangaea Logistics Solutions will pay dividends in the amount of 0.1 USD per share on 2025-02-27, which is 1.9% of the current price 5.18. Together with previous payments, the annual dividend yield will be 7.7%

(2024-11-28: 0.1 USD)
(2024-08-29: 0.1 USD)
(2024-05-29: 0.1 USD)

2025-02-20
#dividend #UAN

CVR Partners will pay dividends in the amount of 1.75 USD per share on 2025-02-28, which is 2.2% of the current price 80.23. Together with previous payments, the annual dividend yield will be 8.4%

(2024-11-07: 1.19 USD)
(2024-08-09: 1.9 USD)
(2024-05-09: 1.92 USD)

2025-02-19
#dividend #TU

TELUS Corporation will pay dividends in the amount of 0.2835 USD per share on 2025-03-10, which is 1.9% of the current price 15.2. Together with previous payments, the annual dividend yield will be 7.5%

(2024-12-10: 0.284 USD)
(2024-09-09: 0.287 USD)
(2024-06-07: 0.2827 USD)

2025-02-15
#dividend #ASC

Ardmore Shipping Corporation will pay dividends in the amount of 0.08 USD per share on 2025-02-27, which is 0.8% of the current price 10.42. Together with previous payments, the annual dividend yield will be 9.1%

(2024-11-28: 0.18 USD)
(2024-08-29: 0.38 USD)
(2024-05-30: 0.31 USD)

2025-02-15
#dividend #CHCT

Community Healthcare Trust will pay dividends in the amount of 0.4675 USD per share on 2025-02-21, which is 2.4% of the current price 19.89. Together with previous payments, the annual dividend yield will be 9.3%

(2024-11-07: 0.465 USD)
(2024-08-08: 0.4625 USD)
(2024-05-08: 0.46 USD)

2025-02-15
#dividend #DOW

Dow will pay dividends in the amount of 0.7 USD per share on 2025-02-27, which is 1.8% of the current price 38.67. Together with previous payments, the annual dividend yield will be 7.2%

(2024-11-28: 0.7 USD)
(2024-08-29: 0.7 USD)
(2024-05-30: 0.7 USD)

2025-02-15
#dividend #MPW

Medical Properties Trust will pay dividends in the amount of 0.08 USD per share on 2025-03-07, which is 1.6% of the current price 4.95. Together with previous payments, the annual dividend yield will be 10.9%

(2024-12-11: 0.08 USD)
(2024-09-06: 0.08 USD)
(2024-04-18: 0.3 USD)

2025-02-15
#dividend #OGN

Organon & Co. will pay dividends in the amount of 0.28 USD per share on 2025-02-21, which is 1.8% of the current price 15.28. Together with previous payments, the annual dividend yield will be 7.3%

(2024-11-11: 0.28 USD)
(2024-08-15: 0.28 USD)
(2024-05-09: 0.28 USD)

2025-02-14
#dividend #ACRE

Ares Commercial Real Estate Corporation will pay dividends in the amount of 0.15 USD per share on 2025-03-28, which is 3.0% of the current price 5.08. Together with previous payments, the annual dividend yield will be 17.7%

(2024-12-30: 0.25 USD)
(2024-09-27: 0.25 USD)
(2024-06-27: 0.25 USD)

2025-02-14
#dividend #CRWS

Crown Crafts will pay dividends in the amount of 0.08 USD per share on 2025-03-13, which is 1.9% of the current price 4.26. Together with previous payments, the annual dividend yield will be 7.5%

(2024-12-12: 0.08 USD)
(2024-09-12: 0.08 USD)
(2024-06-13: 0.08 USD)

2025-02-14
#dividend #GSL

Global Ship Lease will pay dividends in the amount of 0.45 USD per share on 2025-02-21, which is 2.0% of the current price 22.5. Together with previous payments, the annual dividend yield will be 7.7%

(2024-11-21: 0.45 USD)
(2024-08-22: 0.45 USD)
(2024-05-22: 0.375 USD)

2025-02-13
#dividend #PSEC

Prospect Capital Corporation will pay dividends in the amount of 0.045 USD per share on 2025-04-25, which is 1.0% of the current price 4.35. Together with previous payments, the annual dividend yield will be 11.7%

(2025-01-28: 0.135 USD)
(2024-10-28: 0.15 USD)
(2024-07-26: 0.18 USD)

2025-02-13
#dividend #HTGC

Hercules Capital will pay dividends in the amount of 0.4 USD per share on 2025-02-25, which is 1.9% of the current price 20.93. Together with previous payments, the annual dividend yield will be 8.8%

(2024-11-12: 0.48 USD)
(2024-08-12: 0.48 USD)
(2024-05-10: 0.48 USD)

2025-02-12
#dividend #SGA

Saga Communications will pay dividends in the amount of 0.25 USD per share on 2025-02-17, which is 2.0% of the current price 12.32. Together with previous payments, the annual dividend yield will be 8.1%

(2024-11-22: 0.25 USD)
(2024-09-24: 0.25 USD)
(2024-05-31: 0.25 USD)