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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

+3.7%

-0.6%
day

+5.6%

-0.6%
week

+55.9%

41.7%
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
Company	Price and change	Target share	Last	Hist	EV / LTM	EBITDA (p75)	EV/ Sales	Next GAAP report
			-6.7%	0.0%	-14.3%	>200x	>200x	3522.5x	2025-08-18
			-6.7%	66.7%	150.0%	>200x	>200x	62.5x	..
			-6.7%	-81.8%	114.2%	>200x	>200x	217.7x	..
			-6.7%	-72.7%	8.9%	>200x	>200x	100.7x	2025-08-27
			-6.7%	18.9%	22.2%	>200x	>200x	57.7x	2026-02-05
			-6.7%	200.0%	16.7%	>200x	>200x	826.4x
			-6.7%	100.0%	19.1%	>200x	>200x	235.9x	2025-08-27
			-6.7%	0.0%	-4.5%	>200x	>200x	112.6x	..
			-6.7%	2.7%	-2.8%	16.6x	>200x	242.3x	2026-02-05
			-6.7%	-52.2%	-8.2%	>200x	>200x	76.6x	2026-02-05
			-6.7%	0.0%	0.0%	>200x	>200x	4254.6x	..
			-6.7%	48.1%	25.7%	>200x	>200x	104.6x
			-6.7%	-50.0%	53.6%	>200x	>200x	57.3x	..
			-6.7%	-50.0%	70.8%	>200x	>200x	510x	..
			-6.7%	0.0%	0.0%	>200x	>200x	3568.4x	2025-08-13

Actual Performance

Period	Strategy	S&P500
Day	+3.7%	-0.6%
Week	+5.6%	-0.6%
Since inception (2021-08-31)	+55.9%	+41.7%

Maximum drawdown

49.9%

Date of drawdown

2024-02-28

Sharpe ratio

0.48

Volatility (year)

39%

Portfolio (USD) and S&P500 dynamics (%)

chart technology by TradingView

Weekly price changes (profit) $

Company	Share	Price -w	Price	Change($)
	-6.7%			-1.9%
	-6.7%			-7.8%
	-6.7%			-0.4%
	-6.7%			-15.2%
	-6.7%			-15.2%
	-6.7%			-0.9%
	-6.7%			-13.2%
	-6.7%			-11.1%

Weekly price changes (loss) $

Company	Share	Price -w	Price	Change($)
	-6.7%			+6.8%
	-6.7%			+5.6%
	-6.7%			+1.1%
	-6.7%			+0.2%
	-6.7%			+13.6%
	-6.7%			+3.8%

News

Palantir stock slumps 9%, falling for a fifth-straight day from record

investopedia.com

Why Palantir Stock Is Tumbling Tuesday

Josh Brown's Best Stocks in the Market: Insmed

seekingalpha.com

Madrigal Pharmaceuticals: A High-Paced Launch That Could Grow Further

seekingalpha.com

Cidara Therapeutics: Still Big Catalysts Ahead Following Impressive Ph2b Readout

Nuvalent to Present Pivotal Data from ARROS-1 Clinical Trial of Zidesamtinib for TKI Pre-treated Patients with Advanced ROS1-positive NSCLC at WCLC 2025 Presidential Symposium

globenewswire.com

Instil Bio Reports Second Quarter 2025 Financial Results and Provides Corporate Update

US FDA approves Insmed's lung disease drug

These Stocks Are Moving the Most Today: Coinbase, MicroStrategy, Sarepta, Nvidia, AMD, and More

MicroStrategy, Coinbase, Other Crypto Stocks Rise. What's Behind the Rally.

Reviews

#dividend #CSCO

will pay dividends in the amount of 0.41 USD per share on 2025-10-02, which is 0.6% of the current price 66.2. Together with previous payments, the annual dividend yield will be 2.5%

(2025-07-02: 0.41 USD)
(2025-04-02: 0.41 USD)
(2025-01-02: 0.4 USD)

#dividend #MNRO

will pay dividends in the amount of 0.28 USD per share on 2025-08-25, which is 1.8% of the current price 15.7. Together with previous payments, the annual dividend yield will be 7.1%

(2025-06-02: 0.28 USD)
(2025-02-24: 0.28 USD)
(2024-12-02: 0.28 USD)

will pay dividends in the amount of 0.08 USD per share on 2025-09-10, which is 2.0% of the current price 4.05. Together with previous payments, the annual dividend yield will be 7.9%

(2025-06-17: 0.08 USD)
(2025-03-07: 0.08 USD)
(2024-12-11: 0.08 USD)

#dividend #TRMD

will pay dividends in the amount of 0.29 USD per share on 2025-08-20, which is 1.5% of the current price 20. Together with previous payments, the annual dividend yield will be 12.5%

(2025-05-20: 0.3987 USD)
(2025-03-19: 0.6 USD)
(2024-11-19: 1.203 USD)

will pay dividends in the amount of 0.25 USD per share on 2025-08-25, which is 1.0% of the current price 26.07. Together with previous payments, the annual dividend yield will be 8.1%

(2025-05-30: 0.25 USD)
(2025-03-07: 0.8 USD)
(2024-11-22: 0.8 USD)

will pay dividends in the amount of 0.57 USD per share on 2025-09-12, which is 1.9% of the current price 30.33. Together with previous payments, the annual dividend yield will be 7.5%

(2025-06-12: 0.57 USD)
(2025-03-13: 0.57 USD)
(2024-12-12: 0.57 USD)

will pay dividends in the amount of 0.29 USD per share on 2025-09-04, which is 0.8% of the current price 38.63. Together with previous payments, the annual dividend yield will be 8.1%

(2025-06-05: 0.29 USD)
(2025-01-02: 2.29 USD)
(2024-12-05: 0.265 USD)

will pay dividends in the amount of 0.25 USD per share on 2025-08-25, which is 1.9% of the current price 13.45. Together with previous payments, the annual dividend yield will be 7.4%

(2025-06-05: 0.25 USD)
(2025-02-17: 0.25 USD)
(2024-11-22: 0.25 USD)

#dividend #CRWS

will pay dividends in the amount of 0.08 USD per share on 2025-09-11, which is 2.7% of the current price 2.91. Together with previous payments, the annual dividend yield will be 11.0%

(2025-06-12: 0.08 USD)
(2025-03-13: 0.08 USD)
(2024-12-12: 0.08 USD)

will pay dividends in the amount of 2.1 USD per share on 2025-08-19, which is 4.2% of the current price 49.63. Together with previous payments, the annual dividend yield will be 16.9%

(2025-04-02: 6.3 USD)

will pay dividends in the amount of 0.14 USD per share on 2025-09-01, which is 1.4% of the current price 10.09. Together with previous payments, the annual dividend yield will be 7.7%

(2025-05-30: 0.14 USD)
(2025-02-28: 0.25 USD)
(2024-11-29: 0.25 USD)

#dividend #BRLT

will pay dividends in the amount of 0.25 USD per share on 2025-08-21, which is 14.3% of the current price 1.75.

#dividend #FDUS

will pay dividends in the amount of 0.57 USD per share on 2025-09-17, which is 2.7% of the current price 21.37. Together with previous payments, the annual dividend yield will be 10.6%

(2025-06-12: 0.54 USD)
(2025-03-19: 0.54 USD)
(2024-12-16: 0.61 USD)

will pay dividends in the amount of 0.08 USD per share on 2025-09-12, which is 1.9% of the current price 4.13. Together with previous payments, the annual dividend yield will be 7.7%

(2025-06-12: 0.08 USD)
(2025-03-13: 0.08 USD)
(2024-12-12: 0.08 USD)

#dividend #PTMN

will pay dividends in the amount of 0.47 USD per share on 2025-08-15, which is 3.8% of the current price 12.34. Together with previous payments, the annual dividend yield will be 17.6%

(2025-05-16: 0.47 USD)
(2025-03-21: 0.54 USD)
(2024-11-18: 0.69 USD)

#dividend #TCPC

will pay dividends in the amount of 0.29 USD per share on 2025-09-15, which is 4.1% of the current price 7.07. Together with previous payments, the annual dividend yield will be 18.5%

(2025-06-13: 0.29 USD)
(2025-03-14: 0.29 USD)
(2024-12-16: 0.44 USD)

#reports #NKTR

[Nektar Therapeutics](https://eninvs.com/all.php?name=NKTR) (Medicines developer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=190960)
(2025-08-07, After Market Close):

- Revenue -52.2% YoY (vs -54.5% in previous quarter and historical rate -8.2%)
- EBITDA margin -327.3% decreased compared to -208.7% same period last year
- Net Debt increased by $38 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) -$0 bln (negative), 0.8% of market cap
- EV/Sales multiple is 64.6x

At the opening of the session the share price went up +3.9% vs S&P500 +0.2%

#reports #INSM

[Insmed](https://eninvs.com/all.php?name=INSM) (Biotechnology) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=190405)
(2025-08-07, Before Market Open):

- Revenue +18.9% YoY (vs +22.4% in previous quarter and historical rate +22.2%)
- EBITDA margin -290.7% increased compared to -318.9% same period last year
- Net Debt decreased by $1.2 bln since the start of the year (6.2% of market cap)
- FCF (LTM) -$0.2 bln (negative), 1.2% of market cap
- EV/Sales multiple is 46.7x

At the opening of the session the share price went down -4.2% vs S&P500 +0.5%

#dividend #CCOI

will pay dividends in the amount of 1.02 USD per share on 2025-08-20, which is 3.3% of the current price 30.62. Together with previous payments, the annual dividend yield will be 13.2%

(2025-05-21: 1.01 USD)
(2025-03-12: 1.005 USD)
(2024-11-21: 0.995 USD)

#dividend #SBGI

will pay dividends in the amount of 0.25 USD per share on 2025-08-28, which is 2.1% of the current price 11.93. Together with previous payments, the annual dividend yield will be 8.4%

(2025-05-29: 0.25 USD)
(2025-03-07: 0.25 USD)
(2024-11-29: 0.25 USD)

will pay dividends in the amount of 1.64 USD per share on 2025-08-15, which is 1.9% of the current price 86.67. Together with previous payments, the annual dividend yield will be 7.6%

(2025-05-16: 1.64 USD)
(2025-02-17: 1.64 USD)
(2024-11-15: 1.63 USD)

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Enhanced Investments, Inc.
329 South Oyster Bay Road #2085
Plainview, NY 11803
team@eninvs.com

Important disclosures

Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.
Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] are hypothetical in nature and may not reflect actual future performance.
All the strategies assume investments in equity invstrumenta only and are more relevant for "agressive investment profile". Eastern European flagship strategy assumes using up to 20% leverage of total portfolio. GlobalCommodities and US Growth strategy currently assume no leverage.
Results for the Enhanced Investments strategies as compared to the performance of Illustrative Benchmarks is for informational purposes only. Our investment program does not mirror that of the Illustrative Benchmarks and the volatility may be materially different from the volatility of Illustrative Benchmarks. Reference or comparison to an Illustrative Benchmark does not imply that strategies of Enhanced Investments will be constructed in the same way as the Illustrative Benchmark or achieve returns, volatility, or other results similar to those of the Illustrative Benchmark. The S&P 500 is an unmanaged market capitalization-weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance.

Performance results were prepared by Enhanced Investments, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment is possible. Account holdings are for illustrative purposes only and are not investment recommendations. Additional information, including (i) the calculation methodology; and (ii) a list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.
All statements made via social media sites sponsored or maintained by Enhanced Investments and its affiliates are for informational purposes only and do not constitute a comprehensive description of Enhanced Investments' investment advisory services.
Certain investments are not suitable for all investors. Before investing, consider your investment objectives and applicable fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Information provided by Enhanced Investments is for informational and general educational purposes only and is not investment or financial advice.

Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.
Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] are hypothetical in nature and may not reflect actual future performance.
All the strategies assume investments in equity invstrumenta only and are more relevant for "agressive investment profile". Eastern European flagship strategy assumes using up to 20% leverage of total portfolio. GlobalCommodities and US Growth strategy currently assume no leverage.
Results for the Enhanced Investments strategies as compared to the performance of Illustrative Benchmarks is for informational purposes only. Our investment program does not mirror that of the Illustrative Benchmarks and the volatility may be materially different from the volatility of Illustrative Benchmarks. Reference or comparison to an Illustrative Benchmark does not imply that strategies of Enhanced Investments will be constructed in the same way as the Illustrative Benchmark or achieve returns, volatility, or other results similar to those of the Illustrative Benchmark. The S&P 500 is an unmanaged market capitalization-weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance.
Performance results were prepared by Enhanced Investments, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment is possible. Account holdings are for illustrative purposes only and are not investment recommendations. Additional information, including (i) the calculation methodology; and (ii) a list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.
All statements made via social media sites sponsored or maintained by Enhanced Investments and its affiliates are for informational purposes only and do not constitute a comprehensive description of Enhanced Investments' investment advisory services.
Certain investments are not suitable for all investors. Before investing, consider your investment objectives and applicable fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Information provided by Enhanced Investments is for informational and general educational purposes only and is not investment or financial advice.

© Enhanced Investments Inc. All rights reserved, 2023