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Trending Ideas

Strategy summary

Trending Ideas invests in sectors that we do believe have high potential growth rates like medical cannabis or Chinese tech. 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

Target portfolio structure

Company

Price and
change

Target
share

Revenue Growth
last / hist

EV /
LTM

EBITDA
(p75)

EV/
Sales

EBITDA LTM
/ Revenue

Next GAAP report

Web 3m traffic

Review

Download table (CSV) of target portfolio structure

Actual Performance

PeriodStrategyS&P500

Day -1.8%+1.0%

Week -1.5%+3.2%

Year to date +18.9%+6.5%

Since inception (2020-12-22) -36.1%+11.0%

Maximum drawdown 76.5%

Date of drawdown 2022-12-30

Sharpe ratio -0.14

Volatility (year) 55%

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

chart technology by TradingView

Weekly price changes ($)

Company	Share	Price -w	Price	Change($)

	63.7%			-3.5%
	5.2%			-4.0%
	5.8%			+0.3%
	6.5%			+3.1%
	18.8%			-1.2%

Portfolio				-1.5%

Beta and Alpha (10 Years BOND)

Company

Beta 10Y
BOND

Alpha 10Y
BOND

Weighted

1.12

-8%

Indexes and prices

Name

Price

D

W

LTM

Cannabis Benchmarks

Cannabis producer price

12m

[SSEC]Shanghai Composite

[CHXN9000]NQ OMX China Tech

[DWMI]Dow Jones US Micro-Cap

[RUT]Russell 2000

ETFs

Name

Price

D

W

12m

[KWEB]KraneShares CSI China Internet

[FXI] iShares China Large-Cap

[FXCN]FinEx China UCITS

[MJ]Alternative Harvest

[THCX]Cannabis (Innovation Shares)

[IWM]iShares Russell 2000

[XLG] Invesco S&P Top 50

[IWM_XLG]Rydex Russell

News

SWN 2023-01-26Seeking Alpha

Southwestern Energy: Crunch Time, What's Next

BABA 2023-01-26Seeking Alpha

Alibaba: Underwater For 1 Year And 2023 Reflections

MOS 2023-01-26InvestorPlace

The 3 Best Fertilizer Stocks to Buy for February

BABA 2023-01-26Seeking Alpha

Alibaba: Initial Phase Of Rally Is Drying Up

DQ 2023-01-23InvestorPlace

7 Cheap Chinese Stocks to Buy Before the Rebound

MOS 2023-01-19Zacks Investment Research

Investors Heavily Search The Mosaic Company (MOS): Here is What You Need to Know

MERC 2023-01-18GlobeNewsWire

Mercer International Inc. Announces Conference Call for Fourth Quarter 2022 Results

MERC 2023-01-12GlobeNewsWire

Mercer International Inc. to Present at Upcoming CIBC Investor Conference

DQ 2023-01-04Seeking Alpha

Daqo New Energy: Capacity Expansion To Drive Earnings Amidst Growing Market

SWN 2022-12-21Zacks Investment Research

Here's Why You Must Keep an Eye on 3 Natural Gas Producers

Reviews

will pay dividends in the amount of 4.5 USD per share on 2023-01-26, which is 1.9% of the current price 233.57. Together with previous payments, the annual dividend yield will be 7.7%

(2022-11-03: 4.5 USD)
(2022-08-04: 4.5 USD)
(2022-05-05: 4.5 USD)

#dividend #OPRA

will pay dividends in the amount of 0.75 USD per share on 2023-01-26, which is 10.6% of the current price 7.05.

will pay dividends in the amount of 0.41 USD per share on 2023-01-25, which is 0.9% of the current price 44.98. Together with previous payments, the annual dividend yield will be 3.6%

(2022-11-02: 0.4 USD)
(2022-07-27: 0.4 USD)
(2022-05-11: 0.4 USD)

#dividend #PSEC

will pay dividends in the amount of 0.06 USD per share on 2023-01-25, which is 0.8% of the current price 7.58. Together with previous payments, the annual dividend yield will be 7.9%

(2022-10-25: 0.18 USD)
(2022-07-25: 0.18 USD)
(2022-04-25: 0.18 USD)

will pay dividends in the amount of 0.375 USD per share on 2023-01-26, which is 1.7% of the current price 22.42. Together with previous payments, the annual dividend yield will be 8.8%

(2022-11-03: 0.53 USD)
(2022-08-04: 0.53 USD)
(2022-05-05: 0.53 USD)

2023-01-22
(review)

Weekly results
for USD strategies

US Leaders: -0.8%

Global Commodities: +0.3%

Trending Ideas: +5.9%

Rising Stars: +8.4%

vs S&P500: -0.7%

#dividend #CMRE

will pay dividends in the amount of 0.115 USD per share on 2023-01-18, which is 1.2% of the current price 9.79. Together with previous payments, the annual dividend yield will be 9.8%

(2022-10-18: 0.115 USD)
(2022-07-19: 0.115 USD)
(2022-04-15: 0.615 USD)

#dividend #GOOD

will pay dividends in the amount of 0.1 USD per share on 2023-01-18, which is 0.6% of the current price 16.6. Together with previous payments, the annual dividend yield will be 7.4%

(2022-10-19: 0.3754 USD)
(2022-07-20: 0.3754 USD)
(2022-04-20: 0.375 USD)

#dividend #ILPT

will pay dividends in the amount of 0.01 USD per share on 2023-01-19, which is 0.2% of the current price 4.04. Together with previous payments, the annual dividend yield will be 8.9%

(2022-10-20: 0.01 USD)
(2022-07-21: 0.01 USD)
(2022-04-21: 0.33 USD)

will pay dividends in the amount of 0.55 USD per share on 2023-01-19, which is 3.2% of the current price 17.01. Together with previous payments, the annual dividend yield will be 12.9%

(2022-10-20: 0.55 USD)
(2022-07-21: 0.55 USD)
(2022-04-21: 0.55 USD)

#dividend #PFLT

will pay dividends in the amount of 0.095 USD per share on 2023-01-17, which is 0.8% of the current price 12.12. Together with previous payments, the annual dividend yield will be 7.8%

(2022-10-14: 0.285 USD)
(2022-07-14: 0.285 USD)
(2022-04-13: 0.285 USD)

2023-01-15
(review)

Weekly results
for USD strategies

US Leaders: +2.5%

Global Commodities: +3.5%

Trending Ideas: +8.6%

Rising Stars: +10.5%

vs S&P500: +2.7%

will pay dividends in the amount of 0.63 USD per share on 2023-01-11, which is 0.5% of the current price 139.97. Together with previous payments, the annual dividend yield will be 8.8%

(2022-10-12: 2.63 USD)
(2022-07-13: 0.56 USD)
(2022-04-12: 8.56 USD)

will pay dividends in the amount of 0.1 USD per share on 2023-01-12, which is 1.7% of the current price 5.86. Together with previous payments, the annual dividend yield will be 17.1%

(2022-10-13: 0.3 USD)
(2022-07-13: 0.3 USD)
(2022-04-13: 0.3 USD)

will pay dividends in the amount of 3 USD per share on 2023-01-11, which is 6.3% of the current price 47.52. Together with previous payments, the annual dividend yield will be 8.5%

(2022-10-12: 0.35 USD)
(2022-07-13: 0.35 USD)
(2022-04-12: 0.35 USD)

#dividend #GIPR

will pay dividends in the amount of 0.039 USD per share on 2023-01-11, which is 0.8% of the current price 5.02. Together with previous payments, the annual dividend yield will be 9.6%

(2022-10-12: 0.117 USD)
(2022-07-13: 0.162 USD)
(2022-04-12: 0.162 USD)

will pay dividends in the amount of 0.4 USD per share on 2023-01-11, which is 3.0% of the current price 13.46. Together with previous payments, the annual dividend yield will be 11.9%

(2022-10-11: 0.4 USD)
(2022-07-07: 0.4 USD)
(2022-04-07: 0.4 USD)

2023-01-08
(review)

Weekly results
for USD strategies

US Leaders: +6.7%

Global Commodities: +3.3%

Trending Ideas: +5.6%

Rising Stars: +2.7%

vs S&P500: +1.4%

will pay dividends in the amount of 0.19 USD per share on 2023-01-03, which is 3.1% of the current price 6.15. Together with previous payments, the annual dividend yield will be 12.4%

(2022-10-04: 0.19 USD)
(2022-07-04: 0.19 USD)
(2022-04-04: 0.19 USD)

#dividend #LOMA

will pay dividends in the amount of 0.16 USD per share on 2023-01-04, which is 2.3% of the current price 6.85. Together with previous payments, the annual dividend yield will be 17.6%

(2022-07-07: 0.673 USD)
(2022-04-21: 0.376 USD)

will pay dividends in the amount of 0.57 USD per share on 2023-01-05, which is 0.2% of the current price 347.73. Together with previous payments, the annual dividend yield will be 0.6%

(2022-10-05: 0.49 USD)
(2022-07-06: 0.49 USD)
(2022-04-06: 0.49 USD)

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