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The strategy buys and shorts stocks that have been bought and sold by insiders within the previous 30 days over $1 million

Follow The Insiders
since 2022-07-21

+0.7%

1.2%
day

+2.8%

0.4%
week

+14.0%

26.8%
Since inception

0.0%

SP500
Since inception

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BACKTEST

Target portfolio structure

Company	Price and change	Target share	Revenue Growth		EV/EBITDA		EV/ Sales	Next GAAP report	Insider net trades $ mln
Company	Price and change	Target share	Last	Hist	LTM	(p75)	EV/ Sales	Next GAAP report	Insider net trades $ mln
			14.3%	-55.4%	55.8%	6.4x	5.6x	3.4x	2024-05-01	100
			14.3%	4.4%	11.6%	7.5x	13.2x	2.4x	..	60
			14.3%	131.2%	160.9%	>200x	>200x	3.9x	..	15
			14.3%	27.3%	21.5%	>200x	>200x	7.2x	2024-05-01	10
			14.3%	-3.1%	6.6%	5.9x	12.3x	10.8x	..	9
			14.3%	31.6%	74.2%	>200x	>200x	15.6x	2024-05-25	5
			14.3%	15.6%	33.1%	18.4x	32.7x	4.8x	2024-06-02	1
			-6.0%	32.8%	13.7%	16.8x	14.9x	4.0x	..	-60
			-6.0%	21.4%	29.4%	>200x	>200x	12.6x	2024-04-25	-62
			-6.0%	>200%	16.7%	>200x	>200x	465.3x	..	-62
			-6.0%	2.1%	11.7%	20.5x	23.7x	6.9x	2024-05-02	-71
			-6.0%	0.0%	0.0%	>200x	>200x	3034.8x	..	-77
			-6.0%	-20.5%	68.8%	7.2x	7.6x	3.0x	2024-05-02	-78
			-6.0%	19.3%	30.4%	>200x	>200x	7.8x	2024-06-01	-80
			-6.0%	16.8%	18.9%	90.7x	172.4x	8.4x	2024-05-26	-86
			-6.0%	10.8%	18.1%	23.3x	40.3x	7.8x	2024-05-31	-111
			-6.0%	-12.9%	3.1%	8.7x	5.7x	1.1x	..	-130
			-6.0%	-6.8%	1.3%	>200x	>200x	45.5x	2024-04-29	-146
			-6.0%	25.7%	36.7%	38.3x	123.4x	3.1x	2024-05-15	-271
			-6.0%	7.1%	9.9%	21.7x	23.8x	7.4x	..	-347
			-6.0%	13.8%	33.3%	>200x	>200x	6.9x	2024-05-31	-362
			-6.0%	1.0%	7.2%	10.8x	13.0x	3.7x	2024-04-25	-538

Actual Performance

Period	Strategy	S&P500
Day	+0.7%	+1.2%
Week	+2.8%	+0.4%
Year to date	0.0%	+6.3%
Since inception (2022-07-21)	+14.0%	+26.8%

Maximum drawdown

27.2%

Date of drawdown

2023-10-12

Sharpe ratio

0.46

Volatility (year)

21%

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

chart technology by TradingView

Weekly price changes (profit) $

Company	Share	Price -w	Price	Change($)
	16.4%			+3.8%
	16.4%			+8.8%
	16.4%			+7.3%
	16.4%			+8.3%
	-6.7%			-1.7%
	-6.7%			-4.5%
	-6.7%			-9.4%
	-6.7%			0.0%
	-6.7%			-0.2%
	-6.7%			-0.4%
	-6.7%			-4.5%
	-6.7%			0.0%

Weekly price changes (loss) $

Company	Share	Price -w	Price	Change($)
	16.4%			-2.9%
	-6.7%			+1.8%
	-6.7%			+1.3%
	-6.7%			+2.3%
	-6.7%			+9.0%
	-6.7%			+7.9%
	-6.7%			+0.1%
	-6.7%			+1.5%

График инсайдерских покупок

График соотношения инсайдерских покупок к продажам и медиана за последние 3 года

News

AAPL

2024-04-24

Proactive Investors

Apple reduces Vision Pro production amid weak demand – analyst

AAPL

2024-04-24

Seeking Alpha

Doubling Down On Telus In Smith Maneuver - March 2024 Dividend Income Report

CRM

2024-04-24

The Motley Fool

Is Salesforce an Excellent Artificial Intelligence (AI) Stock to Buy?

COP

2024-04-24

Seeking Alpha

ConocoPhillips: About That Extra Mile

ORCL

2024-04-24

New York Post

Oracle founder Larry Ellison announces plans to move world headquarters to Nashville

LULU

2024-04-23

Zacks Investment Research

Lululemon (LULU) Rises Higher Than Market: Key Facts

ORCL

2024-04-23

CNBC

Oracle is moving its world headquarters to Nashville to be closer to health-care industry

DELL

2024-04-23

Schwab Network

Nvidia (NVDA) Chips Sent to China Inside Dell & Super Micro Computer (SMCI) Servers

DELL

2024-04-23

The Motley Fool

2 Leading Tech Stocks to Buy in 2024 and Beyond

LULU

2024-04-23

InvestorPlace

3 Best Athleisure Stocks to Buy as Yoga Season Approaches

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

Important disclosures

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.