JUNE
+0.53%
YEAR TO DATE
+1.42%
1 YEAR
+3.61%
5 YEARS
+22.13%
ANNUALIZED RETURN
+12.1%
TRACK RECORD
1.8 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
258
Assets Under Copy
$300K-$1M
Risk Score
6
Type
Smart Portfolio
Copiers
258
Assets Under Copy
$300K-$1M
Risk Score
6
Trades
Most Traded
+4Win Rate
Trade Stats
Average Profit: +3.35%
Average Duration: 34 days
Long Positions: 100%
Average Leverage: 1x
Trades during June 2025
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
BUY SEIC | +5.63% | 29 days | 1 month ago | $80.21 | $84.74 | +7.98% |
BUY YELP | +6.19% | 29 days | 1 month ago | $35.21 | $37.39 | -5.94% |
BUY MSFT | +17.17% | 3 months | 1 month ago | $394.1699 | $461.8601 | +6.54% |
 BUY CPK | -9.17% | 29 days | 1 month ago | $132.21 | $120.09 | +1.08% |
 BUY PAX | +17.71% | 29 days | 1 month ago | $10.84 | $12.76 | +11.13% |
BUY IT | -0.25% | 29 days | 1 month ago | $427.65 | $426.58 | -4.66% |
 BUY SR | -2.42% | 29 days | 1 month ago | $75.99 | $74.15 | -0.78% |
 BUY CSGS | +4.95% | 29 days | 1 month ago | $60.19 | $63.17 | +4.4% |
BUY BKH | -4.57% | 29 days | 1 month ago | $60.82 | $58.04 | -2.21% |
BUY EXPO | +2.41% | 29 days | 1 month ago | $76 | $77.83 | -1.63% |
BUY ALEX | +4.23% | 29 days | 1 month ago | $17.2691 | $18 | +0.11% |
BUY AMED | -1.65% | 29 days | 1 month ago | $96 | $94.42 | +2.08% |
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.35% | Dec 2024 | - | 7 |
-3.87% | Apr 2024 | Jul 2024 | 3 |
-0.72% | Oct 2024 | Nov 2024 | 1 |
Performance Metrics
Score 4.1/10
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
-4.63
-4.63
-5
0
2
4.5
4.5
Omega Ratio
0.43
0.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
-1.09
-1.09
-2
0.3
0.6
1
1
Calmar Ratio
1.23
1.23
0
0.3
0.6
2
2
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
-4.63
-4.63
-5
0
2
4.5
4.5
Omega Ratio
0.43
0.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
-1.09
-1.09
-2
0.3
0.6
1
1
Calmar Ratio
1.23
1.23
0
0.3
0.6
2
2
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance18.84%
- 🖥️ Technology Services17.46%
- ⚡ Utilities16.1%
- 📦 Distribution Services12.87%
- 💼 Commercial Services12.05%
- 💇♀️ Consumer Services7.91%
- 🛠️ Producer Manufacturing7.39%
- 🧪 Process Industries6.95%
- 💵 Cash0.45%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE74.48%
- 🇺🇸 Nasdaq25.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.57%
Dividends
Dividend Yield
1.88%
11 out of 15 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $UVV (5.56%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NWN | 0.36% | 4.72% | $1.95 |
 UVV | 0.34% | 5.56% | $3.21 |
 NJR | 0.33% | 3.94% | $1.68 |
 IVT | 0.26% | 3.42% | $0.88 |
 XHR | 0.19% | 3.95% | $0.44 |
 NEU | 0.1% | 1.45% | $9.5 |
 GGG | 0.09% | 1.23% | $1 |
 SEIC | 0.07% | 1.06% | $0.92 |
 GWW | 0.05% | 0.79% | $7.63 |
 MCO | 0.04% | 0.72% | $3.24 |
 MSFT | 0.04% | 0.66% | $3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
UVV | Ex-Dividend | Jul 14, 2025 | $0.82 |
IVT | Pay Day | Jul 15, 2025 | $0.24 |
XHR | Pay Day | Jul 15, 2025 | $0.14 |
GGG | Ex-Dividend | Jul 21, 2025 | $0.28 |
NWN | Ex-Dividend | Jul 31, 2025 | $0.49 |
UVV | Pay Day | Aug 4, 2025 | $0.82 |
GGG | Pay Day | Aug 6, 2025 | $0.28 |
NWN | Pay Day | Aug 15, 2025 | $0.49 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
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