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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

+1.7%

-0.3%
day

-3.4%

1.0%
week

+49.8%

40.9%
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%
0.0%
-14.3% >200x >200x 3335.8x
..
-6.7%
66.7%
150.0% >200x >200x 62.5x
..
-6.7%
-81.8%
114.2% >200x >200x 209.2x
..
-6.7%
-72.7%
8.9% >200x >200x 93x
-6.7%
200.0%
75.0% >200x >200x 75.9x
2025-08-06
-6.7%
200.0%
16.7% >200x >200x 651.6x
2025-08-05
-6.7%
100.0%
19.1% >200x >200x 231.3x
..
-6.7%
0.0%
-4.5% >200x >200x 109.5x
2025-07-31
-6.7%
-3.5%
-3.2% >200x >200x 246.3x
2025-07-31
-6.7%
-54.5%
-5.7% >200x >200x 56.6x
2025-08-07
-6.7%
0.0%
0.0% >200x >200x 4635.8x
2025-08-07
-6.7%
39.4%
23.8% >200x >200x 102.9x
2025-08-04
-6.7%
-50.0%
53.6% >200x >200x 57.5x
2025-07-31
-6.7%
-50.0%
70.8% >200x >200x 663.1x
2025-08-05
-6.7%
0.0%
0.0% >200x >200x 3809x
Actual Performance
Period Strategy S&P500
Day +1.7% -0.3%
Week -3.4% +1.0%
Since inception (2021-08-31) +49.8% +40.9%

Portfolio (USD) and S&P500 dynamics (%)
chart technology by TradingView
Weekly price changes (profit) $
Company Share Price -w Price Change($)
-7.1%
-2.2%
-7.1%
-7.0%
-7.1%
-5.1%
-7.1%
-5.8%
-7.1%
-8.0%
Weekly price changes (loss) $
Company Share Price -w Price Change($)
-7.1%
+5.4%
-7.1%
+4.3%
-7.1%
+7.4%
-7.1%
+6.7%
-7.1%
+6.2%
-7.1%
+5.6%
-7.1%
+19.1%
-7.1%
0.0%

Reviews


2025-07-27
#dividend #ACCO

ACCO Brands Corporation will pay dividends in the amount of 0.075 USD per share on 2025-08-21, which is 1.9% of the current price 4. Together with previous payments, the annual dividend yield will be 7.5%

(2025-05-22: 0.075 USD)
(2025-03-13: 0.075 USD)
(2024-11-14: 0.075 USD)

2025-07-27
#dividend #AMSF

AMERISAFE will pay dividends in the amount of 0.39 USD per share on 2025-09-11, which is 0.8% of the current price 46.23. Together with previous payments, the annual dividend yield will be 9.8%

(2025-06-12: 0.39 USD)
(2025-03-06: 0.39 USD)
(2024-12-05: 3.37 USD)

2025-07-27
#dividend #CHCT

Community Healthcare Trust will pay dividends in the amount of 0.4725 USD per share on 2025-08-07, which is 2.9% of the current price 16.56. Together with previous payments, the annual dividend yield will be 11.3%

(2025-05-08: 0.47 USD)
(2025-02-21: 0.4675 USD)
(2024-11-07: 0.465 USD)

2025-07-27
#dividend #SND

Smart Sand will pay dividends in the amount of 0.1 USD per share on 2025-08-01, which is 5.0% of the current price 2.01. Together with previous payments, the annual dividend yield will be 10.0%

(2024-10-14: 0.1 USD)

2025-07-26
#dividend #GOOG

Alphabet will pay dividends in the amount of 0.21 USD per share on 2025-09-05, which is 0.1% of the current price 194.08. Together with previous payments, the annual dividend yield will be 0.4%

(2025-06-06: 0.21 USD)
(2025-03-07: 0.2 USD)
(2024-12-06: 0.2 USD)

2025-07-26
#dividend #AB

AllianceBernstein will pay dividends in the amount of 0.76 USD per share on 2025-08-01, which is 1.8% of the current price 42.88. Together with previous payments, the annual dividend yield will be 7.9%

(2025-05-02: 0.8 USD)
(2025-02-17: 1.05 USD)
(2024-11-01: 0.77 USD)

2025-07-26
#dividend #DOW

Dow will pay dividends in the amount of 0.35 USD per share on 2025-08-28, which is 1.4% of the current price 25.51. Together with previous payments, the annual dividend yield will be 9.6%

(2025-05-29: 0.7 USD)
(2025-02-27: 0.7 USD)
(2024-11-28: 0.7 USD)

2025-07-26
#dividend #KRNY

Kearny Financial will pay dividends in the amount of 0.11 USD per share on 2025-08-11, which is 1.8% of the current price 6.19. Together with previous payments, the annual dividend yield will be 7.1%

(2025-05-06: 0.11 USD)
(2025-02-11: 0.11 USD)
(2024-11-05: 0.11 USD)

2025-07-22
#dividend #RYN

Rayonier will pay dividends in the amount of 0.2725 USD per share on 2025-09-15, which is 1.2% of the current price 23.55. Together with previous payments, the annual dividend yield will be 12.3%

(2025-06-13: 0.2725 USD)
(2025-03-14: 0.2725 USD)
(2024-12-11: 2.085 USD)

2025-07-21
#dividend #KO

Coca-Cola will pay dividends in the amount of 0.51 USD per share on 2025-09-12, which is 0.7% of the current price 69.85. Together with previous payments, the annual dividend yield will be 2.9%

(2025-06-12: 0.51 USD)
(2025-03-13: 0.51 USD)
(2024-11-28: 0.485 USD)

2025-07-21
#dividend #QCOM

QUALCOMM will pay dividends in the amount of 0.89 USD per share on 2025-09-03, which is 0.6% of the current price 154.8. Together with previous payments, the annual dividend yield will be 2.2%

(2025-06-04: 0.89 USD)
(2025-03-05: 0.85 USD)
(2024-12-04: 0.85 USD)

2025-07-19
#dividend #MSB

Mesabi Trust will pay dividends in the amount of 0.12 USD per share on 2025-07-29, which is 0.5% of the current price 25.98. Together with previous payments, the annual dividend yield will be 27.0%

(2025-04-29: 0.56 USD)
(2025-01-29: 5.95 USD)
(2024-10-29: 0.39 USD)

2025-07-19
#dividend #RPT

RPT Realty will pay dividends in the amount of 0.06 USD per share on 2025-08-14, which is 2.2% of the current price 2.71. Together with previous payments, the annual dividend yield will be 8.9%

(2025-05-14: 0.06 USD)
(2025-02-13: 0.06 USD)
(2024-11-14: 0.06 USD)

2025-07-19
#dividend #STWD

Starwood Property Trust will pay dividends in the amount of 0.48 USD per share on 2025-09-29, which is 2.4% of the current price 19.64. Together with previous payments, the annual dividend yield will be 9.8%

(2025-06-27: 0.48 USD)
(2025-03-28: 0.48 USD)
(2024-12-30: 0.48 USD)

2025-07-18
#dividend #BHR

Braemar Hotels & Resorts will pay dividends in the amount of 0.05 USD per share on 2025-09-29, which is 2.0% of the current price 2.47. Together with previous payments, the annual dividend yield will be 8.1%

(2025-06-27: 0.05 USD)
(2025-03-28: 0.05 USD)
(2024-12-30: 0.05 USD)

2025-07-12
#dividend #AGNC

AGNC Investment will pay dividends in the amount of 0.12 USD per share on 2025-07-30, which is 1.3% of the current price 9.4. Together with previous payments, the annual dividend yield will be 12.8%

(2025-04-29: 0.36 USD)
(2025-01-30: 0.36 USD)
(2024-10-30: 0.36 USD)

2025-07-12
#dividend #GAIN

Gladstone Investment Corporation will pay dividends in the amount of 0.16 USD per share on 2025-07-18, which is 1.1% of the current price 14.1. Together with previous payments, the annual dividend yield will be 10.1%

(2025-04-18: 0.78 USD)
(2025-01-23: 0.24 USD)
(2024-10-21: 0.24 USD)

2025-07-12
#dividend #GLAD

Gladstone Capital Corporation will pay dividends in the amount of 0.33 USD per share on 2025-07-18, which is 1.2% of the current price 28.52. Together with previous payments, the annual dividend yield will be 7.8%

(2025-04-18: 0.495 USD)
(2025-01-23: 0.495 USD)
(2024-10-21: 0.895 USD)

2025-07-12
#dividend #GOOD

Gladstone Commercial will pay dividends in the amount of 0.2 USD per share on 2025-07-18, which is 1.4% of the current price 14. Together with previous payments, the annual dividend yield will be 7.9%

(2025-04-18: 0.3 USD)
(2025-01-23: 0.3 USD)
(2024-10-21: 0.3 USD)

2025-07-12
#dividend #RMR

RMR will pay dividends in the amount of 0.45 USD per share on 2025-07-18, which is 2.5% of the current price 17.72. Together with previous payments, the annual dividend yield will be 10.2%

(2025-04-21: 0.45 USD)
(2025-01-24: 0.45 USD)
(2024-10-25: 0.45 USD)

2025-07-10
#dividend #GNL

Global Net Lease will pay dividends in the amount of 0.19 USD per share on 2025-07-10, which is 2.5% of the current price 7.57. Together with previous payments, the annual dividend yield will be 12.3%

(2025-04-10: 0.19 USD)
(2025-01-10: 0.275 USD)
(2024-10-10: 0.275 USD)