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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

-0.7%

0.2%
day

+3.7%

-1.0%
week

+6.7%

51.6%
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%
200.0%
12.5% >200x >200x 130.5x
..
-6.7%
-100.0%
59.3% >200x >200x 508.5x
-6.7%
0.0%
0.0% >200x 0.3x 1882x
-6.7%
-72.7%
8.9% >200x >200x 124.6x
-6.7%
-33.3%
8.8% >200x 29.6x 266.9x
-6.7%
-4.3%
51.5% 179.2x 84.4x 154x
-6.7%
200.0%
75.0% >200x >200x 192.9x
-6.7%
200.0%
16.7% >200x >200x 1317.2x
-6.7%
100.0%
19.1% >200x >200x 261.8x
..
-6.7%
0.0%
-4.5% >200x >200x 155.8x
..
-6.7%
-50.0%
-12.1% >200x >200x 141x
2026-03-13
-6.7%
0.0%
0.0% >200x >200x 5840.6x
..
-6.7%
62.7%
29.0% >200x >200x 92.6x
2026-02-05
-6.7%
-50.0%
53.6% >200x >200x 90.6x
..
-6.7%
200.0%
12.5% >200x >200x 544.9x
Actual Performance
Period Strategy S&P500
Day -0.7% +0.2%
Week +3.7% -1.0%
Since inception (2021-08-31) +6.7% +51.6%

Portfolio (USD) and S&P500 dynamics (%)
chart technology by TradingView
Weekly price changes (profit) $
Company Share Price -w Price Change($)
-6.7%
-2.7%
-6.7%
-6.5%
-6.7%
-1.2%
-6.7%
-6.6%
-6.7%
-18.6%
-6.7%
-7.2%
-6.7%
-1.7%
-6.7%
-3.5%
-6.7%
-2.6%
-6.7%
-12.1%
-6.7%
-1.8%
Weekly price changes (loss) $
Company Share Price -w Price Change($)
-6.7%
+4.2%
-6.7%
+0.1%
-6.7%
+12.4%
-6.7%
+2.7%

Reviews


2025-12-29
#dividend #ARR

ARMOUR Residential REIT will pay dividends in the amount of 0.24 USD per share on 2026-01-14, which is 1.4% of the current price 17.53. Together with previous payments, the annual dividend yield will be 13.7%

(2025-10-14: 0.72 USD)
(2025-07-14: 0.72 USD)
(2025-04-14: 0.72 USD)

2025-12-25
#dividend #TRIN

Trinity Capital Inc. will pay dividends in the amount of 0.17 USD per share on 2026-02-12, which is 1.1% of the current price 15.14. Together with previous payments, the annual dividend yield will be 11.2%

(2025-12-30: 0.51 USD)
(2025-09-29: 0.51 USD)
(2025-06-27: 0.51 USD)

2025-12-24
#dividend #BANX

StoneCastle Financial will pay dividends in the amount of 0.1 USD per share on 2026-01-21, which is 0.4% of the current price 22.34. Together with previous payments, the annual dividend yield will be 8.3%

(2025-12-02: 0.85 USD)
(2025-09-19: 0.45 USD)
(2025-06-20: 0.45 USD)

2025-12-23
#dividend #REFI

Chicago Atlantic Real Estate Finance, Inc. will pay dividends in the amount of 0.47 USD per share on 2025-12-30, which is 3.6% of the current price 12.92. Together with previous payments, the annual dividend yield will be 14.6%

(2025-09-29: 0.47 USD)
(2025-06-27: 0.47 USD)
(2025-03-28: 0.47 USD)

2025-12-21
#dividend #TRIN

Trinity Capital Inc. will pay dividends in the amount of 0.51 USD per share on 2025-12-30, which is 3.4% of the current price 15.08. Together with previous payments, the annual dividend yield will be 13.5%

(2025-09-29: 0.51 USD)
(2025-06-27: 0.51 USD)
(2025-03-28: 0.51 USD)

2025-12-20
#dividend #CAG

Conagra Brands will pay dividends in the amount of 0.35 USD per share on 2026-01-26, which is 2.0% of the current price 17.35. Together with previous payments, the annual dividend yield will be 8.1%

(2025-10-29: 0.35 USD)
(2025-07-29: 0.35 USD)
(2025-04-25: 0.35 USD)

2025-12-20
#dividend #WASH

Washington Trust will pay dividends in the amount of 0.56 USD per share on 2026-01-01, which is 1.8% of the current price 30.52. Together with previous payments, the annual dividend yield will be 7.3%

(2025-09-30: 0.56 USD)
(2025-06-30: 0.56 USD)
(2025-03-31: 0.56 USD)

2025-12-19
#dividend #COLD

Americold Realty Trust will pay dividends in the amount of 0.23 USD per share on 2025-12-30, which is 1.9% of the current price 12.39. Together with previous payments, the annual dividend yield will be 7.4%

(2025-09-29: 0.23 USD)
(2025-06-27: 0.23 USD)
(2025-03-27: 0.23 USD)

2025-12-18
#dividend #ABEV

Ambev will pay dividends in the amount of 0.1258 USD per share on 2025-12-19, which is 5.0% of the current price 2.52. Together with previous payments, the annual dividend yield will be 7.7%

(2025-08-08: 0.023 USD)
(2025-05-16: 0.023625 USD)
(2025-03-17: 0.022416 USD)

2025-12-18
#dividend #LADR

Ladder Capital will pay dividends in the amount of 0.23 USD per share on 2025-12-30, which is 2.0% of the current price 11.35. Together with previous payments, the annual dividend yield will be 8.1%

(2025-09-29: 0.23 USD)
(2025-06-27: 0.23 USD)
(2025-03-28: 0.23 USD)

2025-12-18
#dividend #MITT

AG Mortgage Investment Trust will pay dividends in the amount of 0.23 USD per share on 2025-12-30, which is 2.6% of the current price 8.69. Together with previous payments, the annual dividend yield will be 9.8%

(2025-09-29: 0.21 USD)
(2025-06-27: 0.21 USD)
(2025-03-28: 0.2 USD)

2025-12-18
#dividend #RLJ

RLJ Lodging Trust will pay dividends in the amount of 0.15 USD per share on 2025-12-30, which is 1.9% of the current price 7.75. Together with previous payments, the annual dividend yield will be 7.7%

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

2025-12-18
#dividend #STWD

Starwood Property Trust will pay dividends in the amount of 0.48 USD per share on 2025-12-30, which is 2.6% of the current price 18.5. Together with previous payments, the annual dividend yield will be 10.4%

(2025-09-29: 0.48 USD)
(2025-06-27: 0.48 USD)
(2025-03-28: 0.48 USD)

2025-12-17
#dividend #RC

Ready Capital Corporation will pay dividends in the amount of 0.01 USD per share on 2025-12-30, which is 0.5% of the current price 2.22. Together with previous payments, the annual dividend yield will be 17.3%

(2025-09-29: 0.125 USD)
(2025-06-27: 0.125 USD)
(2025-03-28: 0.125 USD)

2025-12-16
#dividend #FF

FutureFuel will pay dividends in the amount of 0.06 USD per share on 2026-03-03, which is 1.8% of the current price 3.35. Together with previous payments, the annual dividend yield will be 7.2%

(2025-12-03: 0.06 USD)
(2025-09-03: 0.06 USD)
(2025-06-03: 0.06 USD)

2025-12-15
#dividend #ITUB

Itaú Unibanco will pay dividends in the amount of 0.009771 USD per share on 2026-01-02, which is 0.1% of the current price 7.32. Together with previous payments, the annual dividend yield will be 7.3%

(2025-10-01: 0.3768 USD)
(2025-07-01: 0.076479 USD)
(2025-04-01: 0.070821 USD)

2025-12-15
#dividend #ORI

Old Republic International Corporation will pay dividends in the amount of 2.5 USD per share on 2026-01-01, which is 5.5% of the current price 45.29. Together with previous payments, the annual dividend yield will be 7.4%

(2025-12-04: 0.29 USD)
(2025-09-04: 0.29 USD)
(2025-06-05: 0.29 USD)

2025-12-15
#dividend #FMC

FMC will pay dividends in the amount of 0.08 USD per share on 2025-12-30, which is 0.6% of the current price 13.89. Together with previous payments, the annual dividend yield will be 13.1%

(2025-09-29: 0.58 USD)
(2025-06-27: 0.58 USD)
(2025-03-28: 0.58 USD)

2025-12-14
#dividend #ELP

Companhia Paranaense de Energia - COPEL will pay dividends in the amount of 0.5732 USD per share on 2025-12-23, which is 5.5% of the current price 10.45. Together with previous payments, the annual dividend yield will be 8.5%

(2025-04-25: 0.3105 USD)

2025-12-14
#dividend #NLY

Annaly Capital Management will pay dividends in the amount of 0.7 USD per share on 2025-12-30, which is 3.2% of the current price 22.17. Together with previous payments, the annual dividend yield will be 12.6%

(2025-09-29: 0.7 USD)
(2025-06-27: 0.7 USD)
(2025-03-28: 0.7 USD)

2025-12-14
#dividend #WU

Western Union will pay dividends in the amount of 0.235 USD per share on 2025-12-19, which is 2.4% of the current price 9.805. Together with previous payments, the annual dividend yield will be 9.6%

(2025-09-15: 0.235 USD)
(2025-06-13: 0.235 USD)
(2025-03-14: 0.235 USD)