NOVEMBER
+7.53%
YEAR TO DATE
+22.82%
1 YEAR
+29.67%
5 YEARS
+29.67%
ANNUALIZED RETURN
+24.95%
TRACK RECORD
1.2 years
About Cutting-Edge
STRATxAI is an SEC registered investment advisor that specialists in smart investing, crafting human-engineered, technology-powered strategies for superior investing outcomes. Founded in 2021, on the belief that AI and technology can unleash sophisticated hedge fund investing to the wider investing community.
The CuttingEdge, developed exclusively for eToro, is a long-only smart portfolio that dynamically selects the most promising stocks from the US. Applying sophisticated data analysis and AI prediction techniques to construct a diversified portfolio featuring the top ranked 15 companies.
Our proprietary backtest engine rigorously evaluates strategy performance over two decades, consistently delivering superior risk-adjusted returns compared to the S&P 500.
The CuttingEdge, developed exclusively for eToro, is a long-only smart portfolio that dynamically selects the most promising stocks from the US. Applying sophisticated data analysis and AI prediction techniques to construct a diversified portfolio featuring the top ranked 15 companies.
Our proprietary backtest engine rigorously evaluates strategy performance over two decades, consistently delivering superior risk-adjusted returns compared to the S&P 500.
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
375
Assets Under Copy
$300K-$1M
Risk Score
4
Type
Smart Portfolio
Copiers
375
Assets Under Copy
$300K-$1M
Risk Score
4
Trades
Most Traded
+2Win Rate
Trade Stats
Average Profit: +0.82%
Average Duration: 41 days
Long Positions: 100%
Average Leverage: 1x
Trades during November 2024
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
BUY PLYA | +11.78% | 1 month | 1 month ago | $7.6895 | $8.595 | +13.9% |
BUY SEIC | +11.12% | 3 months | 1 month ago | $67.71 | $75.24 | +9.82% |
BUY ITW | +1.25% | 1 month | 1 month ago | $261.04 | $264.3101 | +5% |
BUY IDXX | -16.85% | 1 month | 1 month ago | $506.55 | $421.21 | +0.13% |
BUY HD | -0.77% | 1 month | 1 month ago | $402.48 | $399.37 | +7.45% |
BUY ADSK | +4.83% | 1 month | 1 month ago | $273.29 | $286.5 | +1.88% |
 BUY MMS | -6.24% | 1 month | 1 month ago | $93.0218 | $87.22 | -14.58% |
 BUY EFC | -6.97% | 1 month | 1 month ago | $12.92 | $12.02 | +2.83% |
BUY GWW | +6.08% | 1 month | 1 month ago | $1039 | $1102.15 | +9.36% |
BUY CPA | +3.99% | 1 month | 1 month ago | $94.53 | $98.3 | -5.02% |
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-3.87% | Mar 2024 | Jun 2024 | 3 |
-0.72% | Sep 2024 | Oct 2024 | 1 |
Performance Metrics
Score 7.2/10
Beta
0.47
0.47
0
0.8
1.2
0
2
Sharpe Ratio
1.86
1.86
0
0.5
1
2
2
Sortino Ratio
4.38
4.38
0
1
2
5
5
Jensen's Alpha
6.16
6.16
-2
0
2
7
7
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
3.54
3.54
0
0.75
1.25
4
4
Information Ratio
-0.89
-0.89
-1
0.3
0.6
1
1
Calmar Ratio
7
7
0
0.3
0.6
8
8
Beta
0.47
0.47
0
0.8
1.2
0
2
Sharpe Ratio
1.86
1.86
0
0.5
1
2
2
Sortino Ratio
4.38
4.38
0
1
2
5
5
Jensen's Alpha
6.16
6.16
-2
0
2
7
7
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
3.54
3.54
0
0.75
1.25
4
4
Information Ratio
-0.89
-0.89
-1
0.3
0.6
1
1
Calmar Ratio
7
7
0
0.3
0.6
8
8
Diversification
Sectors Breakdown
- Sector
- Total
- 🧪 Process Industries19.26%
- 💇♀️ Consumer Services18.32%
- 🛠️ Producer Manufacturing13.54%
- 💰 Finance13.19%
- 💼 Commercial Services13.15%
- 🖥️ Technology Services12.54%
- 🍞 Consumer Non Durables8.8%
- 💵 Cash1.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE65.94%
- 🇺🇸 Nasdaq32.86%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States86.51%
- 🇳🇱 Netherlands6.25%
- 🇮🇪 Ireland6.04%
Dividends
Dividend Yield
1.1%
12 out of 15 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $KFRC (2.7%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CL | 0.19% | 2.17% | $1.96 |
 KFRC | 0.15% | 2.7% | $1.48 |
 DCI | 0.12% | 1.56% | $1.02 |
 MCRI | 0.09% | 1.53% | $1.2 |
 RPM | 0.09% | 1.51% | $1.8 |
 ALLE | 0.09% | 1.45% | $1.86 |
 SEIC | 0.09% | 1.15% | $0.92 |
 ATR | 0.08% | 1.09% | $1.64 |
 HLI | 0.07% | 1.3% | $2.22 |
 SHW | 0.05% | 0.8% | $2.64 |
 BKNG | 0.04% | 0.69% | $17.5 |
 MA | 0.04% | 0.52% | $2.46 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
DCI | Pay Day | Dec 23 | $0.27 |
SEIC | Ex-Dividend | Dec 27 | $0.49 |
BKNG | Pay Day | Dec 31 | $8.75 |
ALLE | Pay Day | Dec 31 | $0.48 |
SEIC | Pay Day | Jan 8 | $0.49 |
MA | Ex-Dividend | Jan 9 | $0.76 |
CL | Ex-Dividend | Jan 21 | $0.50 |
MA | Pay Day | Feb 7 | $0.76 |
CL | Pay Day | Feb 14 | $0.50 |
Portfolio Holdings
(As of November 30, 2024)
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