AI-Edge's Factsheet • March 31, 2026
MARCH
-2.52%
YEAR TO DATE
-3.49%
1 YEAR
+12.25%
ALL TIME
+8.55%
ANNUALIZED RETURN
+8.55%
TRACK RECORD
1.2 years
About AI-Edge
The AI-Edge Smart Portfolio combines 50% leading AI and tech stocks with 50% bond ETF—offering growth potential with built-in risk management. It’s a smart, diversified way to invest in the AI revolution.
Capital Protection
Your full investment is protected at maturity—as long as you stay invested until December 31, 2027. If markets rise, you keep the gains. If they fall, you still get back 100% of your capital. All with zero management fees.
Capital Protection
Your full investment is protected at maturity—as long as you stay invested until December 31, 2027. If markets rise, you keep the gains. If they fall, you still get back 100% of your capital. All with zero management fees.
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
1,689
Assets Under Copy
$5M+
Risk Score
4
Type
Smart Portfolio
Copiers
1,689
Assets Under Copy
$5M+
Risk Score
4
Trades
No trades during this period.
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.04% | Nov 2025 | - | 5 |
Performance Metrics
Score 3.5/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-1.89
-1.89
-2
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.43
0.43
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
1.12
1.12
0
0.3
0.6
2
2
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-1.89
-1.89
-2
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.43
0.43
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
1.12
1.12
0
0.3
0.6
2
2
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading54.71%
- 🧩 Miscellaneous45.29%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE45.29%
- 🇺🇸 Nasdaq41.33%
- 🇺🇸 NYSE13.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.5%
- 🇨🇳 China3.17%
- 🇳🇱 Netherlands2.42%
- 🇹🇼 Taiwan2.38%
Dividends
Dividend Yield
0.19%
1 out of 2 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: AI-Revolution (0.34%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AI-Revolution | 0.19% | 0.34% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CRM (AI-Revolution) | Pay Day | Apr 23, 2026 | $0.44 |
 ORCL (AI-Revolution) | Pay Day | Apr 24, 2026 | $0.50 |
 MRVL (AI-Revolution) | Pay Day | Apr 30, 2026 | $0.06 |
 TXN (AI-Revolution) | Ex-Dividend | May 5, 2026 | $1.42 |
TXN (AI-Revolution) | Pay Day | May 19, 2026 | $1.42 |
 MSFT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.53 |
MSFT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.53 |
 TSM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.95 |
TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
Monthly Returns
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Past performance is not an indication of future results