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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

-3.1%

1.8%
day

-2.7%

1.6%
week

+57.1%

27.5%
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
-7.7%
0.0%
-14.3% >200x >200x 3268.3x
..
-7.7%
66.7%
150.0% >200x >200x 62.5x
..
-7.7%
-88.9%
46.7% >200x >200x 50.4x
..
-7.7%
-81.8%
114.2% >200x >200x 74.4x
..
-7.7%
200.0%
16.7% >200x >200x 761.2x
-7.7%
100.0%
19.1% >200x >200x 202.5x
..
-7.7%
0.0%
-4.5% >200x >200x 74.7x
2025-05-13
-7.7%
-2.4%
-3.2% >200x >200x 161.2x
2025-04-29
-7.7%
0.0%
0.0% >200x >200x 4378.6x
..
-7.7%
36.2%
23.1% >200x >200x 63.8x
-7.7%
-50.0%
53.6% >200x >200x 53.6x
..
-7.7%
-50.0%
70.8% >200x >200x 798.5x
..
-7.7%
0.0%
0.0% >200x >200x 2274.1x
Actual Performance
Period Strategy S&P500
Day -3.1% +1.8%
Week -2.7% +1.6%
Since inception (2021-08-31) +57.1% +27.5%

Portfolio (USD) and S&P500 dynamics (%)
chart technology by TradingView
Weekly price changes (profit) $
Company Share Price -w Price Change($)
-10.0%
-6.1%
-10.0%
-0.8%
Weekly price changes (loss) $
Company Share Price -w Price Change($)
-10.0%
+2.1%
-10.0%
+2.2%
-10.0%
+1.0%
-10.0%
+4.1%
-10.0%
+16.0%
-10.0%
+3.7%
-10.0%
+13.5%

Reviews


2025-03-23
#dividend #WASH

Washington Trust will pay dividends in the amount of 0.56 USD per share on 2025-03-31, which is 1.8% of the current price 31.3. Together with previous payments, the annual dividend yield will be 7.2%

(2025-01-01: 0.56 USD)
(2024-09-30: 0.56 USD)
(2024-06-28: 0.56 USD)

2025-03-23
#dividend #NYMT

New York Mortgage will pay dividends in the amount of 0.2 USD per share on 2025-03-28, which is 2.9% of the current price 6.79. Together with previous payments, the annual dividend yield will be 11.8%

(2024-12-19: 0.2 USD)
(2024-09-27: 0.2 USD)
(2024-06-27: 0.2 USD)

2025-03-23
#dividend #RWAY

Runway Growth Finance Corp. will pay dividends in the amount of 0.36 USD per share on 2025-03-28, which is 3.4% of the current price 10.59. Together with previous payments, the annual dividend yield will be 15.9%

(2024-11-15: 0.4 USD)
(2024-08-09: 0.45 USD)
(2024-05-08: 0.47 USD)

2025-03-23
#dividend #TRIN

Trinity Capital Inc. will pay dividends in the amount of 0.51 USD per share on 2025-03-28, which is 3.2% of the current price 16.14. Together with previous payments, the annual dividend yield will be 12.6%

(2024-12-30: 0.51 USD)
(2024-09-27: 0.51 USD)
(2024-06-27: 0.51 USD)

2025-03-22
#dividend #MEI

Methode Electronics will pay dividends in the amount of 0.14 USD per share on 2025-04-16, which is 2.1% of the current price 6.68. Together with previous payments, the annual dividend yield will be 8.4%

(2025-01-16: 0.14 USD)
(2024-10-17: 0.14 USD)
(2024-07-11: 0.14 USD)

2025-03-21
#dividend #ICE

Intercontinental Exchange will pay dividends in the amount of 0.48 USD per share on 2025-06-12, which is 0.3% of the current price 175.59. Together with previous payments, the annual dividend yield will be 1.1%

(2025-03-14: 0.48 USD)
(2024-12-13: 0.45 USD)
(2024-09-13: 0.45 USD)

2025-03-20
#dividend #HUYA

HUYA will pay dividends in the amount of 1.47 USD per share on 2025-06-16, which is 42.5% of the current price 3.46. Together with previous payments, the annual dividend yield will be 73.7%

(2024-10-08: 1.08 USD)

2025-03-20
#dividend #CIB

Bancolombia will pay dividends in the amount of 3.812 USD per share on 2025-03-28, which is 8.9% of the current price 42.93. Together with previous payments, the annual dividend yield will be 14.8%

(2024-12-27: 0.801 USD)
(2024-09-26: 0.8456 USD)
(2024-06-26: 0.8983 USD)

2025-03-20
#dividend #MITT

AG Mortgage Investment Trust will pay dividends in the amount of 0.2 USD per share on 2025-03-28, which is 2.6% of the current price 7.79. Together with previous payments, the annual dividend yield will be 9.9%

(2024-12-30: 0.19 USD)
(2024-09-27: 0.19 USD)
(2024-06-27: 0.19 USD)

2025-03-19
#dividend #TSQ

Townsquare Media will pay dividends in the amount of 0.2 USD per share on 2025-04-16, which is 2.5% of the current price 8.04. Together with previous payments, the annual dividend yield will be 9.9%

(2025-01-20: 0.1975 USD)
(2024-10-14: 0.1975 USD)
(2024-07-12: 0.1975 USD)

2025-03-19
#dividend #REFI

Chicago Atlantic Real Estate Finance, Inc. will pay dividends in the amount of 0.47 USD per share on 2025-03-28, which is 3.0% of the current price 15.52. Together with previous payments, the annual dividend yield will be 13.3%

(2024-12-30: 0.65 USD)
(2024-09-27: 0.47 USD)
(2024-06-27: 0.47 USD)

2025-03-17
#dividend #AGNCM

AGNC Investment will pay dividends in the amount of 0.5563 USD per share on 2025-03-31, which is 2.2% of the current price 25.45. Together with previous payments, the annual dividend yield will be 9.5%

(2024-09-30: 1.222 USD)
(2024-06-28: 0.627 USD)

2025-03-17
#dividend #AGNCN

AGNC Investment will pay dividends in the amount of 0.605 USD per share on 2025-03-31, which is 2.3% of the current price 26.24. Together with previous payments, the annual dividend yield will be 9.9%

(2024-09-30: 1.321 USD)
(2024-06-28: 0.6762 USD)

2025-03-16
#dividend #EC

Ecopetrol will pay dividends in the amount of 1.04 USD per share on 2025-04-02, which is 10.3% of the current price 10.13.

2025-03-16
#dividend #MDV

Modiv Inc. will pay dividends in the amount of 0.2925 USD per share on 2025-04-29, which is 1.9% of the current price 15.28. Together with previous payments, the annual dividend yield will be 7.6%

(2025-01-30: 0.2925 USD)
(2024-10-30: 0.2875 USD)
(2024-07-30: 0.2875 USD)

2025-03-16
#dividend #WB

Weibo will pay dividends in the amount of 0.82 USD per share on 2025-04-04, which is 7.8% of the current price 10.56.

2025-03-16
#dividend #LADR

Ladder Capital will pay dividends in the amount of 0.23 USD per share on 2025-03-28, which is 2.0% of the current price 11.66. Together with previous payments, the annual dividend yield will be 7.9%

(2024-12-30: 0.23 USD)
(2024-09-27: 0.23 USD)
(2024-06-27: 0.23 USD)

2025-03-16
#dividend #PTMN

Portman Ridge Finance Corporation will pay dividends in the amount of 0.47 USD per share on 2025-03-21, which is 3.0% of the current price 15.79. Together with previous payments, the annual dividend yield will be 16.1%

(2024-11-18: 0.69 USD)
(2024-08-21: 0.69 USD)
(2024-05-17: 0.69 USD)

2025-03-16
#dividend #AFYA

Afya will pay dividends in the amount of 1.35 USD per share on 2025-03-25, which is 7.5% of the current price 18.03.

2025-03-15
#dividend #STWD

Starwood Property Trust will pay dividends in the amount of 0.48 USD per share on 2025-03-28, which is 2.4% of the current price 19.93. Together with previous payments, the annual dividend yield will be 9.6%

(2024-12-30: 0.48 USD)
(2024-09-27: 0.48 USD)
(2024-06-27: 0.48 USD)

2025-03-15
#dividend #NLY

Annaly Capital Management will pay dividends in the amount of 0.7 USD per share on 2025-03-28, which is 3.2% of the current price 21.61. Together with previous payments, the annual dividend yield will be 12.3%

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