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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

-0.6%

0.2%
day

-5.9%

0.5%
week

+40.1%

43.6%
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%
0.0%
-14.3% >200x >200x 3444.4x
..
-6.7%
-88.9%
46.7% >200x >200x 62.6x
..
-6.7%
-81.8%
114.2% >200x >200x 210.8x
..
-6.7%
-72.7%
8.9% >200x >200x 121.9x
2025-09-03
-6.7%
18.9%
22.2% >200x >200x 66x
2026-02-05
-6.7%
200.0%
75.0% >200x >200x 65.1x
-6.7%
200.0%
16.7% >200x >200x 972x
-6.7%
100.0%
19.1% >200x >200x 209x
..
-6.7%
0.0%
-4.5% >200x >200x 113.1x
..
-6.7%
2.7%
-2.8% 15.2x >200x 224.1x
2026-02-05
-6.7%
-52.2%
-8.2% >200x >200x 113.4x
2026-02-05
-6.7%
0.0%
0.0% >200x >200x 4567.9x
..
-6.7%
48.1%
25.7% >200x >200x 90.2x
-6.7%
-50.0%
70.8% >200x >200x 589.9x
..
-6.7%
0.0%
0.0% >200x >200x 4044.5x
Actual Performance
Period Strategy S&P500
Day -0.6% +0.2%
Week -5.9% +0.5%
Since inception (2021-08-31) +40.1% +43.6%

Portfolio (USD) and S&P500 dynamics (%)
chart technology by TradingView
Weekly price changes (profit) $
Company Share Price -w Price Change($)
-6.7%
-4.6%
-6.7%
-1.3%
-6.7%
-5.0%
-6.7%
-0.4%
-6.7%
-4.8%
Weekly price changes (loss) $
Company Share Price -w Price Change($)
-6.7%
+4.2%
-6.7%
+2.5%
-6.7%
+3.6%
-6.7%
+10.4%
-6.7%
+5.2%
-6.7%
+2.1%
-6.7%
+19.9%
-6.7%
+48.5%
-6.7%
+7.8%

Reviews


2025-09-06
#dividend #CSWC

Capital Southwest Corporation will pay dividends in the amount of 0.6402 USD per share on 2025-10-14, which is 2.8% of the current price 22.96. Together with previous payments, the annual dividend yield will be 11.2%

(2025-07-14: 0.6402 USD)
(2025-06-12: 0.64 USD)
(2025-03-13: 0.64 USD)

2025-09-06
#dividend #DIN

Dine Brands Global will pay dividends in the amount of 0.51 USD per share on 2025-09-18, which is 2.2% of the current price 23.68. Together with previous payments, the annual dividend yield will be 8.6%

(2025-06-19: 0.51 USD)
(2025-03-14: 0.51 USD)
(2024-12-19: 0.51 USD)

2025-09-06
#dividend #SACH

Sachem Capital will pay dividends in the amount of 0.05 USD per share on 2025-09-12, which is 4.0% of the current price 1.26. Together with previous payments, the annual dividend yield will be 15.9%

(2025-06-13: 0.05 USD)
(2025-03-14: 0.05 USD)
(2024-11-15: 0.05 USD)

2025-09-05
#dividend #GMRE

Global Medical REIT will pay dividends in the amount of 0.75 USD per share on 2025-09-26, which is 9.9% of the current price 7.55. Together with previous payments, the annual dividend yield will be 17.5%

(2025-06-19: 0.15 USD)
(2025-03-20: 0.21 USD)
(2024-12-19: 0.21 USD)

2025-09-04
#dividend #UUU

Universal Security Instruments will pay dividends in the amount of 1 USD per share on 2025-09-25, which is 15.5% of the current price 6.45.

2025-08-31
#dividend #TFSL

TFS Financial will pay dividends in the amount of 0.28 USD per share on 2025-09-09, which is 2.0% of the current price 14.06. Together with previous payments, the annual dividend yield will be 8.0%

(2025-06-09: 0.2825 USD)
(2025-03-05: 0.2825 USD)
(2024-12-02: 0.2825 USD)

2025-08-31
#dividend #WU

Western Union will pay dividends in the amount of 0.235 USD per share on 2025-09-15, which is 2.7% of the current price 8.67. Together with previous payments, the annual dividend yield will be 10.8%

(2025-06-13: 0.235 USD)
(2025-03-14: 0.235 USD)
(2024-12-20: 0.235 USD)

2025-08-30
#dividend #PSEC

Prospect Capital Corporation will pay dividends in the amount of 0.045 USD per share on 2025-10-28, which is 1.5% of the current price 2.98. Together with previous payments, the annual dividend yield will be 15.1%

(2025-07-28: 0.135 USD)
(2025-04-25: 0.135 USD)
(2025-01-28: 0.135 USD)

2025-08-30
#dividend #ASR

Grupo Aeroportuario del Sureste will pay dividends in the amount of 25.71 USD per share on 2025-09-26, which is 7.9% of the current price 325.71. Together with previous payments, the annual dividend yield will be 15.4%

(2025-05-27: 24.59 USD)

2025-08-29
#dividend #MOV

Movado Group will pay dividends in the amount of 0.35 USD per share on 2025-09-05, which is 2.0% of the current price 17.84. Together with previous payments, the annual dividend yield will be 7.8%

(2025-04-21: 0.7 USD)
(2024-12-13: 0.35 USD)

2025-08-23
#dividend #YRD

Yiren Digital will pay dividends in the amount of 0.22 USD per share on 2025-09-29, which is 3.6% of the current price 6.16. Together with previous payments, the annual dividend yield will be 7.1%

(2025-04-29: 0.22 USD)

2025-08-22
#dividend #FLNG

FLEX LNG will pay dividends in the amount of 0.75 USD per share on 2025-09-04, which is 2.8% of the current price 26.6. Together with previous payments, the annual dividend yield will be 11.3%

(2025-06-05: 0.75 USD)
(2025-02-19: 0.75 USD)
(2024-11-26: 0.75 USD)

2025-08-21
#dividend #BHFAP

Brighthouse Financial will pay dividends in the amount of 0.4125 USD per share on 2025-09-09, which is 2.2% of the current price 18.35. Together with previous payments, the annual dividend yield will be 9.0%

(2025-06-09: 0.4125 USD)
(2025-03-07: 0.4125 USD)
(2024-12-09: 0.4125 USD)

2025-08-21
#dividend #PINE

Alpine Income Property Trust will pay dividends in the amount of 0.285 USD per share on 2025-09-10, which is 1.9% of the current price 14.9. Together with previous payments, the annual dividend yield will be 7.6%

(2025-06-11: 0.285 USD)
(2025-03-12: 0.285 USD)
(2024-12-11: 0.28 USD)

2025-08-21
#dividend #WHR

Whirlpool will pay dividends in the amount of 0.9 USD per share on 2025-08-28, which is 1.0% of the current price 87. Together with previous payments, the annual dividend yield will be 7.1%

(2025-05-15: 1.75 USD)
(2025-02-27: 1.75 USD)
(2024-11-14: 1.75 USD)

2025-08-16
#dividend #CSCO

Cisco 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)

2025-08-16
#dividend #MNRO

Monro 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)

2025-08-16
#dividend #MPW

Medical Properties Trust 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)

2025-08-16
#dividend #TRMD

TORM 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)

2025-08-16
#dividend #CRI

Carter's 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)

2025-08-16
#dividend #NSA

National Storage Affiliates Trust 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)