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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

-1.1%

0.0%
day

-14.3%

0.7%
week

-5.7%

53.6%
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%
-100.0%
59.3% >200x >200x 509.6x
-6.7%
0.0%
0.0% >200x 0.3x 1744.7x
-6.7%
-72.7%
8.9% >200x >200x 116.6x
-6.7%
200.0%
-7.8% >200x 38.7x 516.8x
-6.7%
52.7%
22.9% >200x >200x 68.1x
2026-02-21
-6.7%
200.0%
75.0% >200x >200x 144.4x
-6.7%
200.0%
16.7% >200x >200x 1078.1x
-6.7%
100.0%
19.1% >200x >200x 261.1x
..
-6.7%
200.0%
95.0% >200x >200x 81.4x
-6.7%
0.0%
-4.5% >200x >200x 155.8x
..
-6.7%
-50.0%
-12.1% >200x >200x 187.6x
2026-03-13
-6.7%
0.0%
0.0% >200x >200x 5936.9x
..
-6.7%
69.9%
33.4% 189.7x >200x 62.8x
2026-05-06
-6.7%
-50.0%
53.6% >200x >200x 86.9x
..
-6.7%
200.0%
12.5% >200x >200x 479.1x
Actual Performance
Period Strategy S&P500
Day -1.1% 0.0%
Week -14.3% +0.7%
Since inception (2021-08-31) -5.7% +53.6%

Portfolio (USD) and S&P500 dynamics (%)
chart technology by TradingView
Weekly price changes (profit) $
Company Share Price -w Price Change($)
-6.7%
-1.3%
-6.7%
-4.5%
-6.7%
-5.8%
-6.7%
-0.8%
-6.7%
-3.1%
-6.7%
-2.1%
Weekly price changes (loss) $
Company Share Price -w Price Change($)
-6.7%
+0.4%
-6.7%
+8.9%
-6.7%
+7.8%
-6.7%
+79.3%
-6.7%
+29.3%
-6.7%
+1.9%

Reviews


2026-02-08
#dividend #AOMR

Angel Oak Mortgage, Inc. will pay dividends in the amount of 0.32 USD per share on 2026-02-19, which is 3.6% of the current price 8.99. Together with previous payments, the annual dividend yield will be 14.2%

(2025-11-17: 0.32 USD)
(2025-08-21: 0.32 USD)
(2025-05-21: 0.32 USD)

2026-02-08
#dividend #KRT

Karat Packaging Inc. will pay dividends in the amount of 0.45 USD per share on 2026-02-19, which is 1.8% of the current price 24.39. Together with previous payments, the annual dividend yield will be 7.4%

(2025-11-20: 0.45 USD)
(2025-08-19: 0.45 USD)
(2025-05-15: 0.45 USD)

2026-02-07
#dividend #PEP

PepsiCo will pay dividends in the amount of 1.423 USD per share on 2026-03-05, which is 0.8% of the current price 170.49. Together with previous payments, the annual dividend yield will be 3.3%

(2025-12-04: 1.423 USD)
(2025-09-04: 1.423 USD)
(2025-06-05: 1.423 USD)

2026-02-07
#dividend #AB

AllianceBernstein will pay dividends in the amount of 0.96 USD per share on 2026-02-19, which is 2.3% of the current price 41.88. Together with previous payments, the annual dividend yield will be 8.1%

(2025-10-31: 0.86 USD)
(2025-08-01: 0.76 USD)
(2025-05-02: 0.8 USD)

2026-02-07
#dividend #ICE

Intercontinental Exchange will pay dividends in the amount of 0.52 USD per share on 2026-03-16, which is 0.3% of the current price 175.1. Together with previous payments, the annual dividend yield will be 1.1%

(2025-12-15: 0.48 USD)
(2025-09-15: 0.48 USD)
(2025-06-12: 0.48 USD)

2026-02-06
#reports #MSTR
@ crypto

[MicroStrategy](https://eninvs.com/all.php?name=MSTR) (Business intelligence platform) reported for [2025 q4](https://eninvs.com/press_release.php?ticker=MSTR&q=2025 q4&id=913048)
(2026-02-05, After Market Close):

- Revenue +1.7% YoY (vs +11.2% in previous quarter and historical rate -1.4%)
- EBITDA margin -14166.7% decreased compared to -823.1% same period last year
- Net Debt decreased by $1.1 bln since the start of the year (2.4% of market cap)
- FCF (LTM) -$6.8 bln (negative), 14.3% of market cap
- EV/Sales multiple is 126x


2026-02-06
#dividend #AAT

American Assets Trust will pay dividends in the amount of 0.34 USD per share on 2026-03-04, which is 1.9% of the current price 17.82. Together with previous payments, the annual dividend yield will be 7.6%

(2025-12-03: 0.34 USD)
(2025-09-03: 0.34 USD)
(2025-06-04: 0.34 USD)

2026-02-06
#dividend #ALX

Alexander's will pay dividends in the amount of 4.5 USD per share on 2026-02-16, which is 1.9% of the current price 239.98. Together with previous payments, the annual dividend yield will be 7.5%

(2025-11-07: 4.5 USD)
(2025-08-08: 4.5 USD)
(2025-05-09: 4.5 USD)

2026-02-06
#dividend #ARCC

Ares Capital Corporation will pay dividends in the amount of 0.48 USD per share on 2026-03-12, which is 2.4% of the current price 20.35. Together with previous payments, the annual dividend yield will be 9.4%

(2025-12-12: 0.48 USD)
(2025-09-12: 0.48 USD)
(2025-06-12: 0.48 USD)

2026-02-05
#dividend #APAM

Artisan Partners Asset Management will pay dividends in the amount of 1.58 USD per share on 2026-02-12, which is 3.6% of the current price 43.61. Together with previous payments, the annual dividend yield will be 8.9%

(2025-11-13: 0.88 USD)
(2025-08-14: 0.73 USD)
(2025-05-15: 0.68 USD)

2026-02-04
#dividend #BCBP

BCB Bancorp will pay dividends in the amount of 0.08 USD per share on 2026-02-10, which is 1.0% of the current price 7.67. Together with previous payments, the annual dividend yield will be 7.3%

(2025-11-07: 0.16 USD)
(2025-08-08: 0.16 USD)
(2025-05-06: 0.16 USD)

2026-02-03
#reports #PLTR

[Palantir Technologies](https://eninvs.com/all.php?name=PLTR) (Software provider) reported for [2025 q4](https://eninvs.com/press_release.php?ticker=PLTR&q=2025 q4&id=895337)
(2026-02-02, After Market Close):

- Revenue +69.9% YoY (vs +62.7% in previous quarter and historical rate +33.4%)
- EBITDA >1000% YoY (vs +229.8% in previous quarter and historical rate +161.0%)
- EBITDA margin 41.4% increased compared to 3.1% same period last year
- Net Debt decreased by $742 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$1.2 bln (positive), 0.4% of market cap
- EV/EBITDA multiple is 207x compared to historical level (75th percentile) of 563.9x
- EV/Sales multiple is 66.6x

The company showed EPS +$0.69 per share. At the opening of the session the share price went neutrally

2026-02-01
#dividend #MPLX

MPLX LP will pay dividends in the amount of 1.077 USD per share on 2026-02-06, which is 2.0% of the current price 54.77. Together with previous payments, the annual dividend yield will be 7.4%

(2025-11-06: 1.077 USD)
(2025-08-07: 0.9565 USD)
(2025-05-08: 0.9565 USD)

2026-01-31
#dividend #SSTK

Shutterstock will pay dividends in the amount of 0.36 USD per share on 2026-03-04, which is 1.9% of the current price 19.19. Together with previous payments, the annual dividend yield will be 7.0%

(2025-12-03: 0.33 USD)
(2025-09-03: 0.33 USD)
(2025-06-04: 0.33 USD)

2026-01-31
#dividend #TECTP

Tectonic Financial will pay dividends in the amount of 0.2769 USD per share on 2026-02-05, which is 2.7% of the current price 10.22. Together with previous payments, the annual dividend yield will be 11.0%

(2025-11-06: 0.2923 USD)
(2025-08-04: 0.2858 USD)
(2025-05-02: 0.2732 USD)

2026-01-31
#dividend #UG

United-Guardian will pay dividends in the amount of 0.25 USD per share on 2026-02-06, which is 3.9% of the current price 6.47. Together with previous payments, the annual dividend yield will be 7.7%

(2025-07-24: 0.25 USD)

2026-01-30
#dividend #MRK

Merck will pay dividends in the amount of 0.85 USD per share on 2026-03-13, which is 0.8% of the current price 108.34. Together with previous payments, the annual dividend yield will be 3.1%

(2025-12-12: 0.85 USD)
(2025-09-12: 0.81 USD)
(2025-06-13: 0.81 USD)

2026-01-30
#dividend #ETD

Ethan Allen Interiors will pay dividends in the amount of 0.39 USD per share on 2026-02-10, which is 1.6% of the current price 24.66. Together with previous payments, the annual dividend yield will be 7.3%

(2025-11-11: 0.39 USD)
(2025-08-12: 0.64 USD)
(2025-05-14: 0.39 USD)

2026-01-30
#dividend #WLKP

Westlake Chemical Partners LP will pay dividends in the amount of 0.4714 USD per share on 2026-02-05, which is 2.2% of the current price 21.11. Together with previous payments, the annual dividend yield will be 8.9%

(2025-11-07: 0.4714 USD)
(2025-08-11: 0.4714 USD)
(2025-05-12: 0.4714 USD)

2026-01-29
#dividend #DKL

Delek Logistics Partners will pay dividends in the amount of 1.125 USD per share on 2026-02-04, which is 2.3% of the current price 48.89. Together with previous payments, the annual dividend yield will be 9.1%

(2025-11-06: 1.12 USD)
(2025-08-07: 1.115 USD)
(2025-05-07: 1.11 USD)

2026-01-24
#dividend #NTRS

Northern Trust will pay dividends in the amount of 0.8 USD per share on 2026-03-05, which is 0.5% of the current price 148.63. Together with previous payments, the annual dividend yield will be 2.1%

(2025-12-04: 0.8 USD)
(2025-09-04: 0.8 USD)
(2025-06-05: 0.75 USD)