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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

-5.5%

0.3%
day

-10.8%

-0.5%
week

+24.0%

47.3%
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 3826x
..
-6.7%
21.2%
11.7% >200x 136.2x 79.8x
..
-6.7%
-81.8%
114.2% >200x >200x 302.4x
..
-6.7%
0.0%
0.0% >200x 0.3x 1717.4x
-6.7%
-72.7%
8.9% >200x >200x 123.8x
-6.7%
-62.5%
14.9% 61.9x 45.8x 171.3x
..
-6.7%
200.0%
16.7% >200x >200x 952x
-6.7%
100.0%
19.1% >200x >200x 230.3x
..
-6.7%
0.0%
-4.5% >200x >200x 115.8x
..
-6.7%
2.7%
-2.8% 14.4x 15.8x 208.2x
2026-02-05
-6.7%
-52.2%
-8.2% >200x >200x 165.7x
2026-02-05
-6.7%
0.0%
0.0% >200x >200x 4600.2x
..
-6.7%
48.1%
25.7% >200x >200x 104.8x
-6.7%
-50.0%
70.8% >200x >200x 653.6x
..
-6.7%
0.0%
0.0% >200x >200x 2149.2x
Actual Performance
Period Strategy S&P500
Day -5.5% +0.3%
Week -10.8% -0.5%
Since inception (2021-08-31) +24.0% +47.3%

Portfolio (USD) and S&P500 dynamics (%)
chart technology by TradingView
Weekly price changes (profit) $
Company Share Price -w Price Change($)
-6.7%
-8.6%
-6.7%
-4.1%
-6.7%
-3.2%
-6.7%
-10.7%
-6.7%
-0.7%
Weekly price changes (loss) $
Company Share Price -w Price Change($)
-6.7%
+9.5%
-6.7%
+0.9%
-6.7%
+40.7%
-6.7%
+5.1%
-6.7%
+0.7%
-6.7%
+6.1%
-6.7%
+36.8%
-6.7%
+0.5%
-6.7%
+2.7%
-6.7%
+36.2%

Reviews


2025-09-28
#dividend #ARR

ARMOUR Residential REIT will pay dividends in the amount of 0.24 USD per share on 2025-10-14, which is 1.6% of the current price 14.57. Together with previous payments, the annual dividend yield will be 16.5%

(2025-07-14: 0.72 USD)
(2025-04-14: 0.72 USD)
(2025-01-14: 0.72 USD)

2025-09-28
#dividend #BDN

Brandywine Realty Trust will pay dividends in the amount of 0.08 USD per share on 2025-10-08, which is 1.8% of the current price 4.36. Together with previous payments, the annual dividend yield will be 12.2%

(2025-07-01: 0.15 USD)
(2025-04-02: 0.15 USD)
(2025-01-07: 0.15 USD)

2025-09-26
#dividend #BFS

Saul Centers will pay dividends in the amount of 0.59 USD per share on 2025-10-14, which is 1.9% of the current price 31.67. Together with previous payments, the annual dividend yield will be 7.5%

(2025-07-14: 0.59 USD)
(2025-04-14: 0.59 USD)
(2025-01-14: 0.59 USD)

2025-09-20
#dividend #WASH

Washington Trust will pay dividends in the amount of 0.56 USD per share on 2025-09-30, which is 1.9% of the current price 29.87. Together with previous payments, the annual dividend yield will be 7.5%

(2025-06-30: 0.56 USD)
(2025-03-31: 0.56 USD)
(2025-01-01: 0.56 USD)

2025-09-20
#dividend #TRIN

Trinity Capital Inc. will pay dividends in the amount of 0.51 USD per share on 2025-09-29, which is 3.1% of the current price 16.47. Together with previous payments, the annual dividend yield will be 12.4%

(2025-06-27: 0.51 USD)
(2025-03-28: 0.51 USD)
(2024-12-30: 0.51 USD)

2025-09-19
#dividend #BMY

Bristol-Myers Squibb will pay dividends in the amount of 0.62 USD per share on 2025-10-02, which is 1.4% of the current price 45.6. Together with previous payments, the annual dividend yield will be 5.4%

(2025-07-02: 0.62 USD)
(2025-04-03: 0.62 USD)
(2025-01-02: 0.62 USD)

2025-09-19
#dividend #MSFT

Microsoft will pay dividends in the amount of 0.91 USD per share on 2025-11-19, which is 0.2% of the current price 508.45. Together with previous payments, the annual dividend yield will be 0.7%

(2025-08-20: 0.83 USD)
(2025-05-14: 0.83 USD)
(2025-02-19: 0.83 USD)

2025-09-19
#dividend #BANX

StoneCastle Financial will pay dividends in the amount of 0.4 USD per share on 2025-12-02, which is 1.8% of the current price 22.15. Together with previous payments, the annual dividend yield will be 8.4%

(2025-09-19: 0.45 USD)
(2025-06-20: 0.45 USD)
(2025-03-19: 0.55 USD)

2025-09-19
#dividend #AFCG

AFC Gamma, Inc. will pay dividends in the amount of 0.15 USD per share on 2025-09-29, which is 3.3% of the current price 4.5. Together with previous payments, the annual dividend yield will be 19.1%

(2025-06-27: 0.15 USD)
(2025-03-28: 0.23 USD)
(2024-12-30: 0.33 USD)

2025-09-18
#dividend #NYMT

New York Mortgage will pay dividends in the amount of 0.23 USD per share on 2025-09-24, which is 3.2% of the current price 7.11. Together with previous payments, the annual dividend yield will be 11.7%

(2025-06-20: 0.2 USD)
(2025-03-28: 0.2 USD)
(2024-12-19: 0.2 USD)

2025-09-18
#dividend #AHH

Armada Hoffler Properties will pay dividends in the amount of 0.14 USD per share on 2025-09-23, which is 1.9% of the current price 7.49. Together with previous payments, the annual dividend yield will be 8.3%

(2025-06-27: 0.14 USD)
(2025-03-25: 0.14 USD)
(2024-12-25: 0.205 USD)

2025-09-18
#dividend #REFI

Chicago Atlantic Real Estate Finance, Inc. will pay dividends in the amount of 0.47 USD per share on 2025-09-29, which is 3.5% of the current price 13.45. Together with previous payments, the annual dividend yield will be 15.3%

(2025-06-27: 0.47 USD)
(2025-03-28: 0.47 USD)
(2024-12-30: 0.65 USD)

2025-09-18
#dividend #RLJ

RLJ Lodging Trust will pay dividends in the amount of 0.15 USD per share on 2025-09-29, which is 2.0% of the current price 7.61. Together with previous payments, the annual dividend yield will be 7.9%

(2025-06-27: 0.15 USD)
(2025-03-28: 0.15 USD)
(2024-12-30: 0.15 USD)

2025-09-17
#dividend #AGNCN

AGNC Investment will pay dividends in the amount of 0.6191 USD per share on 2025-09-30, which is 2.4% of the current price 26.03. Together with previous payments, the annual dividend yield will be 7.0%

(2025-06-30: 0.6088 USD)
(2025-03-31: 0.605 USD)

2025-09-17
#dividend #AIV

Apartment Investment and Management Company will pay dividends in the amount of 2.23 USD per share on 2025-10-15, which is 28.4% of the current price 7.85. Together with previous payments, the annual dividend yield will be 36.1%

(2025-01-13: 0.6 USD)

2025-09-17
#dividend #BGSF

BGSF will pay dividends in the amount of 2 USD per share on 2025-09-30, which is 26.5% of the current price 7.55.

2025-09-17
#dividend #BANX

StoneCastle Financial will pay dividends in the amount of 0.45 USD per share on 2025-09-19, which is 2.0% of the current price 22.19. Together with previous payments, the annual dividend yield will be 9.5%

(2025-06-20: 0.45 USD)
(2025-03-19: 0.55 USD)
(2024-12-25: 0.65 USD)

2025-09-17
#dividend #RC

Ready Capital Corporation will pay dividends in the amount of 0.125 USD per share on 2025-09-29, which is 2.9% of the current price 4.34. Together with previous payments, the annual dividend yield will be 14.4%

(2025-06-27: 0.125 USD)
(2025-03-28: 0.125 USD)
(2024-12-30: 0.25 USD)

2025-09-17
#dividend #LADR

Ladder Capital will pay dividends in the amount of 0.23 USD per share on 2025-09-29, which is 2.0% of the current price 11.4. Together with previous payments, the annual dividend yield will be 8.1%

(2025-06-27: 0.23 USD)
(2025-03-28: 0.23 USD)
(2024-12-30: 0.23 USD)

2025-09-17
#dividend #MITT

AG Mortgage Investment Trust will pay dividends in the amount of 0.21 USD per share on 2025-09-29, which is 2.7% of the current price 7.77. Together with previous payments, the annual dividend yield will be 10.4%

(2025-06-27: 0.21 USD)
(2025-03-28: 0.2 USD)
(2024-12-30: 0.19 USD)

2025-09-14
#dividend #GHC

Graham Company will pay dividends in the amount of 1.8 USD per share on 2025-10-15, which is 0.2% of the current price 1174.68. Together with previous payments, the annual dividend yield will be 0.6%

(2025-07-16: 1.8 USD)
(2025-04-16: 1.8 USD)
(2025-01-31: 1.8 USD)