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Portfolios

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Invest in handpicked ideas with the highest degree of confidence from Enhanced Investments team. We choose the sector based on potential high-growth targets selected by our system. We consider each stock’s historical financials, growth prospects, cash flow generation, valuation, and entry point

Trending Ideas
since 2020-12-22

+3.9%

2.7%
day

+2.4%

2.9%
week

-39.8%

57.8%
Since inception

0.0%

SP500
Since inception

Target portfolio structure

Company	Price and change	Target share	Revenue Growth		EV/EBITDA		EV/ Sales	EBITDA LTM / Revenue	Next GAAP report
Company	Price and change	Target share	Last	Hist	LTM	(p75)	EV/ Sales	EBITDA LTM / Revenue	Next GAAP report
			62.3%	0.0	0.0	>200x	>200x	0.0x	0.0%
			18.1%	4.7	1.9	13.2x	11.9x	2.3x	17.1%	2025-05-15
			17.2%	-16.8	21.0	2.9x	3.3x	1.8x	61.7%	2025-05-07
			2.4%	-70.1	-7.1	>200x	1.8x	0.3x	-66.2%	2025-10-08

Actual Performance

Period	Strategy	S&P500
Day	+3.9%	+2.7%
Week	+2.4%	+2.9%
Year to date	+8.2%	-1.3%
Since inception (2020-12-22)	-39.8%	+57.8%

Maximum drawdown

78.6%

Date of drawdown

2023-12-12

Sharpe ratio

-0.09

Volatility (year)

27%

Portfolio (USD) and S&P500 dynamics (%)

chart technology by TradingView

Reviews

#dividend #PSEC

will pay dividends in the amount of 0.09 USD per share on 2025-07-28, which is 2.5% of the current price 3.54. Together with previous payments, the annual dividend yield will be 14.4%

(2025-04-25: 0.135 USD)
(2025-01-28: 0.135 USD)
(2024-10-28: 0.15 USD)

#dividend #FDUS

will pay dividends in the amount of 0.54 USD per share on 2025-06-12, which is 2.7% of the current price 19.66. Together with previous payments, the annual dividend yield will be 11.5%

(2025-03-19: 0.54 USD)
(2024-12-16: 0.61 USD)
(2024-09-18: 0.57 USD)

will pay dividends in the amount of 0.29 USD per share on 2025-06-09, which is 1.8% of the current price 15.99. Together with previous payments, the annual dividend yield will be 7.1%

(2025-03-10: 0.2786 USD)
(2024-12-10: 0.284 USD)
(2024-09-09: 0.287 USD)

will pay dividends in the amount of 0.1 USD per share on 2025-07-02, which is 0.4% of the current price 25.1. Together with previous payments, the annual dividend yield will be 1.5%

(2025-04-03: 0.095 USD)
(2025-01-02: 0.095 USD)
(2024-10-03: 0.095 USD)

will pay dividends in the amount of 0.2 USD per share on 2025-07-17, which is 2.8% of the current price 7.15. Together with previous payments, the annual dividend yield will be 11.1%

(2025-04-16: 0.2 USD)
(2025-01-20: 0.1975 USD)
(2024-10-14: 0.1975 USD)

#dividend #CCOI

will pay dividends in the amount of 1.01 USD per share on 2025-05-21, which is 2.1% of the current price 48.93. Together with previous payments, the annual dividend yield will be 8.2%

(2025-03-12: 1.005 USD)
(2024-11-21: 0.995 USD)
(2024-08-21: 0.985 USD)

will pay dividends in the amount of 0.3 USD per share on 2025-06-05, which is 2.0% of the current price 15. Together with previous payments, the annual dividend yield will be 11.0%

(2025-03-06: 0.3 USD)
(2024-11-14: 0.75 USD)
(2024-09-05: 0.3 USD)

#dividend #TRMD

will pay dividends in the amount of 0.29 USD per share on 2025-05-21, which is 1.8% of the current price 16.49. Together with previous payments, the annual dividend yield will be 23.6%

(2025-03-19: 0.6 USD)
(2024-11-19: 1.203 USD)
(2024-08-27: 1.796 USD)

will pay dividends in the amount of 0.3 USD per share on 2025-06-13, which is 1.3% of the current price 22.71. Together with previous payments, the annual dividend yield will be 10.7%

(2025-03-13: 0.6938 USD)
(2024-12-13: 0.695 USD)
(2024-09-13: 0.7339 USD)

will pay dividends in the amount of 0.05 USD per share on 2025-06-13, which is 2.6% of the current price 1.89. Together with previous payments, the annual dividend yield will be 10.6%

(2025-03-14: 0.05 USD)
(2024-12-13: 0.05 USD)
(2024-09-13: 0.05 USD)

#dividend #GSBD

will pay dividends in the amount of 0.48 USD per share on 2025-06-27, which is 4.4% of the current price 10.82. Together with previous payments, the annual dividend yield will be 17.2%

(2025-03-28: 0.48 USD)
(2024-12-30: 0.45 USD)
(2024-09-27: 0.45 USD)

will pay dividends in the amount of 0.08 USD per share on 2025-06-12, which is 1.9% of the current price 4.23. Together with previous payments, the annual dividend yield will be 7.6%

(2025-03-13: 0.08 USD)
(2024-12-12: 0.08 USD)
(2024-09-12: 0.08 USD)

#dividend #PLTK

will pay dividends in the amount of 0.1 USD per share on 2025-06-20, which is 2.0% of the current price 5.06. Together with previous payments, the annual dividend yield will be 7.9%

(2025-03-20: 0.1 USD)
(2024-12-19: 0.1 USD)
(2024-09-19: 0.1 USD)

#dividend #TCPC

will pay dividends in the amount of 0.25 USD per share on 2025-06-13, which is 3.5% of the current price 7.2. Together with previous payments, the annual dividend yield will be 18.3%

(2025-03-14: 0.29 USD)
(2024-12-16: 0.44 USD)
(2024-09-13: 0.34 USD)

#dividend #CRCT

will pay dividends in the amount of 0.85 USD per share on 2025-07-04, which is 13.2% of the current price 6.43. Together with previous payments, the annual dividend yield will be 14.8%

(2025-01-06: 0.1 USD)

#dividend #ACRE

will pay dividends in the amount of 0.15 USD per share on 2025-06-27, which is 3.1% of the current price 4.82. Together with previous payments, the annual dividend yield will be 16.6%

(2025-03-28: 0.15 USD)
(2024-12-30: 0.25 USD)
(2024-09-27: 0.25 USD)

will pay dividends in the amount of 0.05 USD per share on 2025-05-29, which is 0.5% of the current price 9.67. Together with previous payments, the annual dividend yield will be 7.1%

(2025-02-27: 0.08 USD)
(2024-11-28: 0.18 USD)
(2024-08-29: 0.38 USD)

#dividend #BLMN

will pay dividends in the amount of 0.15 USD per share on 2025-05-19, which is 2.0% of the current price 7.33. Together with previous payments, the annual dividend yield will be 10.6%

(2025-03-10: 0.15 USD)
(2024-11-22: 0.24 USD)
(2024-08-19: 0.24 USD)

#dividend #EXPI

will pay dividends in the amount of 0.05 USD per share on 2025-05-16, which is 0.7% of the current price 7.6. Together with previous payments, the annual dividend yield will be 2.6%

(2025-03-03: 0.05 USD)
(2024-11-15: 0.05 USD)
(2024-08-13: 0.05 USD)

will pay dividends in the amount of 0.5 USD per share on 2025-05-16, which is 5.9% of the current price 8.54. Together with previous payments, the annual dividend yield will be 29.3%

(2025-03-07: 0.5 USD)
(2024-11-15: 0.5 USD)
(2024-08-16: 1 USD)

#dividend #WEYS

will pay dividends in the amount of 0.27 USD per share on 2025-05-15, which is 0.8% of the current price 32.02. Together with previous payments, the annual dividend yield will be 9.5%

(2025-03-13: 0.26 USD)
(2024-11-15: 2.26 USD)
(2024-08-16: 0.26 USD)

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Enhanced Investments, Inc.
329 South Oyster Bay Road #2085
Plainview, NY 11803
team@eninvs.com

Important disclosures

Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.
Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] are hypothetical in nature and may not reflect actual future performance.
All the strategies assume investments in equity invstrumenta only and are more relevant for "agressive investment profile". Eastern European flagship strategy assumes using up to 20% leverage of total portfolio. GlobalCommodities and US Growth strategy currently assume no leverage.
Results for the Enhanced Investments strategies as compared to the performance of Illustrative Benchmarks is for informational purposes only. Our investment program does not mirror that of the Illustrative Benchmarks and the volatility may be materially different from the volatility of Illustrative Benchmarks. Reference or comparison to an Illustrative Benchmark does not imply that strategies of Enhanced Investments will be constructed in the same way as the Illustrative Benchmark or achieve returns, volatility, or other results similar to those of the Illustrative Benchmark. The S&P 500 is an unmanaged market capitalization-weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance.

Performance results were prepared by Enhanced Investments, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment is possible. Account holdings are for illustrative purposes only and are not investment recommendations. Additional information, including (i) the calculation methodology; and (ii) a list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.
All statements made via social media sites sponsored or maintained by Enhanced Investments and its affiliates are for informational purposes only and do not constitute a comprehensive description of Enhanced Investments' investment advisory services.
Certain investments are not suitable for all investors. Before investing, consider your investment objectives and applicable fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Information provided by Enhanced Investments is for informational and general educational purposes only and is not investment or financial advice.

Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.
Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] are hypothetical in nature and may not reflect actual future performance.
All the strategies assume investments in equity invstrumenta only and are more relevant for "agressive investment profile". Eastern European flagship strategy assumes using up to 20% leverage of total portfolio. GlobalCommodities and US Growth strategy currently assume no leverage.
Results for the Enhanced Investments strategies as compared to the performance of Illustrative Benchmarks is for informational purposes only. Our investment program does not mirror that of the Illustrative Benchmarks and the volatility may be materially different from the volatility of Illustrative Benchmarks. Reference or comparison to an Illustrative Benchmark does not imply that strategies of Enhanced Investments will be constructed in the same way as the Illustrative Benchmark or achieve returns, volatility, or other results similar to those of the Illustrative Benchmark. The S&P 500 is an unmanaged market capitalization-weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance.
Performance results were prepared by Enhanced Investments, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment is possible. Account holdings are for illustrative purposes only and are not investment recommendations. Additional information, including (i) the calculation methodology; and (ii) a list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.
All statements made via social media sites sponsored or maintained by Enhanced Investments and its affiliates are for informational purposes only and do not constitute a comprehensive description of Enhanced Investments' investment advisory services.
Certain investments are not suitable for all investors. Before investing, consider your investment objectives and applicable fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Information provided by Enhanced Investments is for informational and general educational purposes only and is not investment or financial advice.

© Enhanced Investments Inc. All rights reserved, 2023