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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

+0.8%

0.2%
day

-0.5%

-0.4%
week

+5.4%

52.9%
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%
-100.0%
59.3% >200x >200x 509.6x
-6.7%
0.0%
0.0% >200x 0.3x 1848.1x
-6.7%
-72.7%
8.9% >200x >200x 116.9x
-6.7%
200.0%
-7.8% >200x 38.6x 522.2x
-6.7%
52.7%
22.9% >200x >200x 73.7x
2026-02-21
-6.7%
200.0%
75.0% >200x >200x 159x
-6.7%
200.0%
16.7% >200x >200x 1122.5x
-6.7%
100.0%
19.1% >200x >200x 272.3x
..
-6.7%
200.0%
95.0% >200x >200x 81.4x
-6.7%
0.0%
-4.5% >200x >200x 155.8x
..
-6.7%
-50.0%
-12.1% >200x >200x 121.4x
2026-03-13
-6.7%
0.0%
0.0% >200x >200x 6577.1x
..
-6.7%
62.7%
29.0% >200x >200x 86.3x
2026-02-02
-6.7%
-50.0%
53.6% >200x >200x 87.9x
..
-6.7%
200.0%
12.5% >200x >200x 457.3x
Actual Performance
Period Strategy S&P500
Day +0.8% +0.2%
Week -0.5% -0.4%
Since inception (2021-08-31) +5.4% +52.9%

Portfolio (USD) and S&P500 dynamics (%)
chart technology by TradingView
Weekly price changes (profit) $
Company Share Price -w Price Change($)
-6.7%
-5.0%
-6.7%
-5.4%
-6.7%
-2.9%
-6.7%
-2.4%
-6.7%
-13.9%
-6.7%
-1.4%
-6.7%
-2.4%
Weekly price changes (loss) $
Company Share Price -w Price Change($)
-6.7%
+0.2%
-6.7%
+12.0%
-6.7%
+8.5%
-6.7%
+4.5%
-6.7%
+3.7%
-6.7%
+0.2%

Reviews


2026-01-23
#dividend #RPT

RPT Realty will pay dividends in the amount of 0.36 USD per share on 2026-01-29, which is 2.2% of the current price 16.49. Together with previous payments, the annual dividend yield will be 8.7%

(2025-11-13: 0.36 USD)
(2025-08-14: 0.36 USD)
(2025-05-14: 0.36 USD)

2026-01-23
#dividend #MDV

Modiv Inc. will pay dividends in the amount of 0.3 USD per share on 2026-01-29, which is 2.0% of the current price 15.24. Together with previous payments, the annual dividend yield will be 7.7%

(2025-10-30: 0.2925 USD)
(2025-07-30: 0.2925 USD)
(2025-04-29: 0.2925 USD)

2026-01-18
#dividend #GLAD

Gladstone Capital Corporation will pay dividends in the amount of 0.3 USD per share on 2026-01-22, which is 1.4% of the current price 21.12. Together with previous payments, the annual dividend yield will be 8.7%

(2025-10-23: 0.45 USD)
(2025-07-18: 0.595 USD)
(2025-04-18: 0.495 USD)

2026-01-17
#dividend #GAIN

Gladstone Investment Corporation will pay dividends in the amount of 0.16 USD per share on 2026-01-22, which is 1.1% of the current price 14.07. Together with previous payments, the annual dividend yield will be 10.1%

(2025-10-23: 0.24 USD)
(2025-07-18: 0.24 USD)
(2025-04-18: 0.78 USD)

2026-01-17
#dividend #GHC

Graham Company will pay dividends in the amount of 1.88 USD per share on 2026-02-03, which is 0.2% of the current price 1142.71. Together with previous payments, the annual dividend yield will be 0.6%

(2025-10-15: 1.8 USD)
(2025-07-16: 1.8 USD)
(2025-04-16: 1.8 USD)

2026-01-17
#dividend #GOOD

Gladstone Commercial will pay dividends in the amount of 0.3 USD per share on 2026-01-22, which is 2.6% of the current price 11.72. Together with previous payments, the annual dividend yield will be 10.2%

(2025-10-23: 0.3 USD)
(2025-07-18: 0.3 USD)
(2025-04-18: 0.3 USD)

2026-01-17
#dividend #RMR

RMR will pay dividends in the amount of 0.45 USD per share on 2026-01-23, which is 2.7% of the current price 16.47. Together with previous payments, the annual dividend yield will be 10.9%

(2025-10-24: 0.45 USD)
(2025-07-18: 0.45 USD)
(2025-04-21: 0.45 USD)

2026-01-13
#dividend #AGNC

AGNC Investment will pay dividends in the amount of 0.12 USD per share on 2026-01-29, which is 1.1% of the current price 11.38. Together with previous payments, the annual dividend yield will be 10.5%

(2025-10-30: 0.36 USD)
(2025-07-30: 0.36 USD)
(2025-04-29: 0.36 USD)

2026-01-13
#dividend #BLW

BlackRock Limited Duration Income Trust will pay dividends in the amount of 0.3396 USD per share on 2026-01-19, which is 2.5% of the current price 13.76. Together with previous payments, the annual dividend yield will be 9.9%

(2025-10-14: 0.3396 USD)
(2025-07-14: 0.3396 USD)
(2025-04-14: 0.3396 USD)

2026-01-13
#dividend #CALM

Cal-Maine Foods will pay dividends in the amount of 0.72 USD per share on 2026-01-27, which is 1.0% of the current price 73.86. Together with previous payments, the annual dividend yield will be 10.7%

(2025-10-28: 1.378 USD)
(2025-08-01: 2.354 USD)
(2025-04-29: 3.456 USD)

2026-01-13
#dividend #CHSCP

CHS will pay dividends in the amount of 0.5 USD per share on 2026-03-16, which is 1.8% of the current price 27.85. Together with previous payments, the annual dividend yield will be 7.2%

(2025-12-15: 0.5 USD)
(2025-09-15: 0.5 USD)
(2025-06-12: 0.5 USD)

2026-01-13
#dividend #ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund will pay dividends in the amount of 0.0664 USD per share on 2026-01-14, which is 0.7% of the current price 9.31. Together with previous payments, the annual dividend yield will be 7.1%

(2025-10-14: 0.1992 USD)
(2025-07-14: 0.1992 USD)
(2025-04-14: 0.1992 USD)

2026-01-13
#dividend #FMX

Fomento Económico Mexicano will pay dividends in the amount of 3.245 USD per share on 2026-01-15, which is 3.2% of the current price 102.19. Together with previous payments, the annual dividend yield will be 8.6%

(2025-10-15: 1.798 USD)
(2025-07-16: 1.963 USD)
(2025-04-23: 1.826 USD)

2026-01-13
#dividend #PAA

Plains All American Pipeline will pay dividends in the amount of 0.4175 USD per share on 2026-01-29, which is 2.2% of the current price 18.78. Together with previous payments, the annual dividend yield will be 8.3%

(2025-10-30: 0.38 USD)
(2025-07-30: 0.38 USD)
(2025-04-30: 0.38 USD)

2026-01-13
#dividend #PAGP

Plains GP will pay dividends in the amount of 0.4175 USD per share on 2026-01-29, which is 2.1% of the current price 20.01. Together with previous payments, the annual dividend yield will be 7.8%

(2025-10-30: 0.38 USD)
(2025-07-30: 0.38 USD)
(2025-04-30: 0.38 USD)

2026-01-13
#dividend #PFLT

PennantPark Floating Rate Capital will pay dividends in the amount of 0.1025 USD per share on 2026-01-15, which is 1.1% of the current price 9.57. Together with previous payments, the annual dividend yield will be 10.7%

(2025-10-14: 0.3075 USD)
(2025-07-14: 0.3075 USD)
(2025-04-14: 0.3075 USD)

2026-01-13
#dividend #PNNT

PennantPark Investment Corporation will pay dividends in the amount of 0.08 USD per share on 2026-01-15, which is 1.3% of the current price 6.07. Together with previous payments, the annual dividend yield will be 13.2%

(2025-10-14: 0.24 USD)
(2025-07-14: 0.24 USD)
(2025-04-14: 0.24 USD)

2026-01-04
#dividend #GNL

Global Net Lease will pay dividends in the amount of 0.19 USD per share on 2026-01-09, which is 2.2% of the current price 8.82. Together with previous payments, the annual dividend yield will be 8.6%

(2025-10-09: 0.19 USD)
(2025-07-10: 0.19 USD)
(2025-04-10: 0.19 USD)

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)