Double Warning (short)
Bets on falling prices, but only where several independent warnings meet: the balance sheet shows serious alarm signals, profit no longer covers the interest, revenue and earnings are shrinking, the share is in no uptrend and holds up poorly on weak market days — and our own deep-dive analysis rates the same company red. Without the red rating no bet is placed. At most half the capital is committed; the rest stays in cash. A position is closed as soon as it moves 25 percent against us, and after twelve months at the latest.
This portfolio bets on falling prices: it borrows shares, sells them and buys them back later. If the price rises, it loses.
- Performance
- −1.13%
- Lead over QQQ
- −1.99%
- Largest drawdown
- −1.11%
- Win rate
- —
- Cash ratio
- 121.4%
- Portfolio value
- $98,869
Performance against the yardsticks
What the portfolio holds
| Stock | Shares | Entry | Price | Value | Share |
|---|---|---|---|---|---|
| SABR | 11,111.11 | $1.80 | $1.90 | $21,111 | 21.4% |
| Cash | — | — | — | $119,980 | 121.4% |
The rules of this portfolio
- Buys
- every trading day
- Minimum holding period
- 365 days
- Stop-loss
- 25 % above the entry price
- Sells
- checked every trading day: rating turned red, stop-loss hit, holding period over, or the stock dropped out of the selection.
Every trade with its reason
The complete history of this portfolio, most recent trade first. It is never truncated — it doubles as the recommendation history required by Art. 4(1)(i) of Delegated Regulation (EU) 2016/958.
| Date | Stock | Action | Shares | Price | Reason |
|---|---|---|---|---|---|
| 07/27/2026 | SABR | Short sale | 11,111.11 | $1.80 | Newly selected |