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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%

1.2%
day

+2.8%

-1.7%
week

+46.5%

31.5%
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 3583x
2024-12-25
-6.7%
66.7%
150.0% >200x >200x 62.5x
..
-6.7%
90.6%
12.1% >200x >200x 54.8x
..
-6.7%
0.0%
0.0% >200x >200x 920.6x
..
-6.7%
-54.1%
31.6% >200x >200x 53.7x
2024-12-17
-6.7%
200.0%
16.7% >200x 0.2x 2562.3x
-6.7%
200.0%
133.3% >200x >200x 465.5x
-6.7%
200.0%
16.7% >200x >200x 649.9x
-6.7%
-30.0%
5.0% >200x >200x 51.9x
..
-6.7%
-7.5%
-1.8% >200x >200x 129.8x
..
-6.7%
0.0%
0.0% >200x >200x 4810.2x
2024-12-25
-6.7%
27.2%
23.4% >200x >200x 60.3x
..
-6.7%
0.0%
-9.3% >200x >200x 988.7x
..
-6.7%
-50.0%
70.8% >200x >200x 565.6x
..
-6.7%
0.0%
0.0% >200x >200x 2559x
Actual Performance
Period Strategy S&P500
Day -3.7% +1.2%
Week +2.8% -1.7%
Since inception (2021-08-31) +46.5% +31.5%

Portfolio (USD) and S&P500 dynamics (%)
chart technology by TradingView
Weekly price changes (profit) $
Company Share Price -w Price Change($)
-6.7%
-2.4%
-6.7%
-11.4%
-6.7%
-14.4%
-6.7%
-2.2%
-6.7%
-5.9%
-6.7%
-2.0%
-6.7%
-8.1%
-6.7%
-8.7%
-6.7%
-8.5%
-6.7%
-8.1%
-6.7%
0.0%
Weekly price changes (loss) $
Company Share Price -w Price Change($)
-6.7%
+3.5%
-6.7%
+3.9%
-6.7%
+8.9%

Reviews


2024-12-21
#dividend #TIMB

TIM will pay dividends in the amount of 0.1723 USD per share on 2024-12-27, which is 1.4% of the current price 12.23. Together with previous payments, the annual dividend yield will be 8.1%

(2024-09-27: 0.08 USD)
(2024-04-09: 0.6504 USD)
(2024-03-27: 0.082138 USD)

2024-12-18
#dividend #MITT

AG Mortgage Investment Trust will pay dividends in the amount of 0.19 USD per share on 2024-12-30, which is 2.7% of the current price 7.13. Together with previous payments, the annual dividend yield will be 10.5%

(2024-09-27: 0.19 USD)
(2024-06-27: 0.19 USD)
(2024-03-26: 0.18 USD)

2024-12-16
#dividend #RC

Ready Capital Corporation will pay dividends in the amount of 0.25 USD per share on 2024-12-30, which is 3.4% of the current price 7.45. Together with previous payments, the annual dividend yield will be 14.8%

(2024-09-27: 0.25 USD)
(2024-06-27: 0.3 USD)
(2024-03-26: 0.3 USD)

2024-12-16
#dividend #AFCG

AFC Gamma, Inc. will pay dividends in the amount of 0.33 USD per share on 2024-12-30, which is 3.4% of the current price 9.59. Together with previous payments, the annual dividend yield will be 16.4%

(2024-07-05: 0.4327 USD)
(2024-06-21: 0.3285 USD)
(2024-03-26: 0.48 USD)

2024-12-16
#dividend #TRIN

Trinity Capital Inc. will pay dividends in the amount of 0.51 USD per share on 2024-12-30, which is 3.5% of the current price 14.6. Together with previous payments, the annual dividend yield will be 14.0%

(2024-09-27: 0.51 USD)
(2024-06-27: 0.51 USD)
(2024-03-26: 0.51 USD)

2024-12-15
#dividend #ORI

Old Republic International Corporation will pay dividends in the amount of 2 USD per share on 2025-01-02, which is 5.4% of the current price 36.79. Together with previous payments, the annual dividend yield will be 7.6%

(2024-12-05: 0.265 USD)
(2024-09-05: 0.265 USD)
(2024-06-03: 0.265 USD)

2024-12-15
#dividend #AHH

Armada Hoffler Properties will pay dividends in the amount of 0.205 USD per share on 2024-12-25, which is 1.9% of the current price 10.92. Together with previous payments, the annual dividend yield will be 7.5%

(2024-09-24: 0.205 USD)
(2024-06-25: 0.205 USD)
(2024-03-25: 0.205 USD)

2024-12-15
#dividend #WU

Western Union will pay dividends in the amount of 0.235 USD per share on 2024-12-20, which is 2.2% of the current price 10.76. Together with previous payments, the annual dividend yield will be 8.7%

(2024-09-13: 0.235 USD)
(2024-06-13: 0.235 USD)
(2024-03-13: 0.235 USD)

2024-12-15
#dividend #LADR

Ladder Capital will pay dividends in the amount of 0.23 USD per share on 2024-12-30, which is 1.9% of the current price 11.84. Together with previous payments, the annual dividend yield will be 7.8%

(2024-09-27: 0.23 USD)
(2024-06-27: 0.23 USD)
(2024-03-26: 0.23 USD)

2024-12-13
#dividend #MO

Altria will pay dividends in the amount of 1.02 USD per share on 2024-12-25, which is 1.9% of the current price 54.99. Together with previous payments, the annual dividend yield will be 7.3%

(2024-09-13: 1.02 USD)
(2024-06-13: 0.98 USD)
(2024-03-21: 0.98 USD)

2024-12-13
#dividend #NYMT

New York Mortgage will pay dividends in the amount of 0.2 USD per share on 2024-12-19, which is 3.1% of the current price 6.44. Together with previous payments, the annual dividend yield will be 12.4%

(2024-09-27: 0.2 USD)
(2024-06-27: 0.2 USD)
(2024-03-21: 0.2 USD)

2024-12-12
#dividend #BDN

Brandywine Realty Trust will pay dividends in the amount of 0.15 USD per share on 2025-01-07, which is 2.6% of the current price 5.69. Together with previous payments, the annual dividend yield will be 10.5%

(2024-10-08: 0.15 USD)
(2024-07-02: 0.15 USD)
(2024-04-02: 0.15 USD)

2024-12-12
#dividend #ARI

Apollo Commercial Real Estate Finance will pay dividends in the amount of 0.25 USD per share on 2024-12-30, which is 2.7% of the current price 9.25. Together with previous payments, the annual dividend yield will be 13.0%

(2024-09-27: 0.25 USD)
(2024-06-27: 0.35 USD)
(2024-03-26: 0.35 USD)

2024-12-09
#dividend #RAND

Rand Capital Corporation will pay dividends in the amount of 4.2 USD per share on 2024-12-13, which is 22.5% of the current price 18.63. Together with previous payments, the annual dividend yield will be 27.0%

(2024-08-29: 0.29 USD)
(2024-05-30: 0.29 USD)
(2024-03-11: 0.25 USD)

2024-12-08
#dividend #FF

FutureFuel will pay dividends in the amount of 0.06 USD per share on 2025-03-03, which is 1.2% of the current price 5.14. Together with previous payments, the annual dividend yield will be 54.5%

(2024-12-03: 0.06 USD)
(2024-09-03: 0.06 USD)
(2024-04-09: 2.62 USD)

2024-12-07
#dividend #BANX

StoneCastle Financial will pay dividends in the amount of 0.65 USD per share on 2024-12-25, which is 3.1% of the current price 20.87. Together with previous payments, the annual dividend yield will be 9.6%

(2024-09-25: 0.45 USD)
(2024-06-21: 0.45 USD)
(2024-03-19: 0.45 USD)

2024-12-07
#dividend #NLY

Annaly Capital Management will pay dividends in the amount of 0.65 USD per share on 2024-12-30, which is 3.3% of the current price 19.84. Together with previous payments, the annual dividend yield will be 13.1%

(2024-09-27: 0.65 USD)
(2024-06-27: 0.65 USD)
(2024-03-26: 0.65 USD)

2024-12-06
#dividend #GMRE

Global Medical REIT will pay dividends in the amount of 0.21 USD per share on 2024-12-19, which is 2.4% of the current price 8.69. Together with previous payments, the annual dividend yield will be 9.7%

(2024-09-19: 0.21 USD)
(2024-06-20: 0.21 USD)
(2024-03-20: 0.21 USD)

2024-11-28
#dividend #GES

Guess will pay dividends in the amount of 0.3 USD per share on 2024-12-10, which is 1.8% of the current price 16.39. Together with previous payments, the annual dividend yield will be 21.0%

(2024-09-10: 0.3 USD)
(2024-04-15: 2.85 USD)

2024-11-27
#dividend #DSX

Diana Shipping will pay dividends in the amount of 0.01 USD per share on 2024-12-10, which is 0.6% of the current price 1.81. Together with previous payments, the annual dividend yield will be 13.0%

(2024-08-14: 0.075 USD)
(2024-06-11: 0.075 USD)
(2024-03-01: 0.075 USD)

2024-11-27
#dividend #PK

Park Hotels & Resorts will pay dividends in the amount of 0.65 USD per share on 2024-12-30, which is 4.2% of the current price 15.36. Together with previous payments, the annual dividend yield will be 9.1%

(2024-09-27: 0.25 USD)
(2024-06-27: 0.25 USD)
(2024-03-26: 0.25 USD)