MARCH
-2.28%
YEAR TO DATE
-1.77%
1 YEAR
+6.7%
5 YEARS
+18.29%
ANNUALIZED RETURN
+11.85%
TRACK RECORD
1.5 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
308
Assets Under Copy
$300K-$1M
Risk Score
4
Type
Smart Portfolio
Copiers
308
Assets Under Copy
$300K-$1M
Risk Score
4
Trades
Most Traded
+7Win Rate
Trade Stats
Average Profit: -4.05%
Average Duration: 61 days
Long Positions: 100%
Average Leverage: 1x
Trades during March 2025
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
 BUY MGRC | +8.33% | 1 month | 1 month ago | $111.465 | $120.7468 | -12.16% |
BUY ATR | -12.91% | 3 months | 1 month ago | $170.46 | $148.45 | -0.83% |
BUY SEIC | +23.34% | 8 months | 1 month ago | $65.26 | $80.49 | -4.1% |
BUY EVRG | +8.76% | 28 days | 1 month ago | $63.69 | $69.27 | -0.55% |
BUY ATR | -13.51% | 3 months | 1 month ago | $171.64 | $148.45 | -0.83% |
BUY ATR | -4% | 28 days | 1 month ago | $154.63 | $148.45 | -0.83% |
BUY SEIC | -5.32% | 28 days | 1 month ago | $85.01 | $80.49 | -4.1% |
BUY HNI | -3.68% | 28 days | 1 month ago | $48.64 | $46.85 | -6.34% |
BUY HNI | -17.27% | 3 months | 1 month ago | $56.63 | $46.85 | -6.34% |
 BUY KFRC | -8.06% | 28 days | 1 month ago | $54.34 | $49.96 | -3.08% |
 BUY IPAR | -0.33% | 28 days | 1 month ago | $138.49 | $138.03 | -17.69% |
BUY EXP | -8.42% | 1 month | 1 month ago | $247.16 | $226.35 | -2.95% |
BUY EXP | -26.57% | 3 months | 1 month ago | $308.27 | $226.35 | -2.95% |
 BUY WDFC | +1.55% | 28 days | 1 month ago | $233.82 | $237.44 | +2.49% |
BUY APAM | -12.8% | 3 months | 1 month ago | $48.5 | $42.29 | -8.18% |
BUY APAM | -1.76% | 1 month | 1 month ago | $43.05 | $42.29 | -8.18% |
BUY APAM | -2.76% | 28 days | 1 month ago | $43.49 | $42.29 | -8.18% |
 BUY OGE | +11.33% | 28 days | 1 month ago | $41.67 | $46.39 | -1.62% |
 BUY NYT | -12.83% | 28 days | 1 month ago | $54.87 | $47.83 | +3.49% |
 BUY IT | +2.33% | 1 month | 1 month ago | $484.24 | $495.5 | -15.79% |
BUY LAMR | +1.17% | 28 days | 1 month ago | $123.47 | $124.91 | -9.86% |
BUY MSI | -6.77% | 28 days | 1 month ago | $464.6499 | $433.22 | +0.85% |
BUY MSI | -12.93% | 3 months | 1 month ago | $497.53 | $433.22 | +0.85% |
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.78% | Dec 2024 | - | 4 |
-3.87% | Apr 2024 | Jul 2024 | 3 |
-0.72% | Oct 2024 | Nov 2024 | 1 |
Performance Metrics
Score 4/10
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
0.94
0.94
0
1
2
3
3
Jensen's Alpha
-3.13
-3.13
-4
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
-0.79
-0.79
-1
0.3
0.6
1
1
Calmar Ratio
1.43
1.43
0
0.3
0.6
2
2
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
0.94
0.94
0
1
2
3
3
Jensen's Alpha
-3.13
-3.13
-4
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
-0.79
-0.79
-1
0.3
0.6
1
1
Calmar Ratio
1.43
1.43
0
0.3
0.6
2
2
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance25.45%
- 🧪 Process Industries19.76%
- ⚡ Utilities16.04%
- 🖥️ Technology Services13.53%
- 🍞 Consumer Non Durables9.13%
- 💼 Commercial Services6.03%
- 🛍️ Retail Trade5.07%
- 🛠️ Producer Manufacturing3.82%
- 💵 Cash1.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.9%
- 🇺🇸 NYSE43.93%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States90.13%
- 🇬🇧 United Kingdom8.71%
Dividends
Dividend Yield
2.05%
12 out of 15 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $NEWT (7.1%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RYN | 0.36% | 4.61% | $1.14 |
 BKH | 0.35% | 4.41% | $2.55 |
 EVRG | 0.31% | 3.86% | $2.54 |
 NEWT | 0.29% | 7.1% | $0.73 |
 CL | 0.2% | 2.15% | $1.96 |
 LIN | 0.11% | 1.28% | $5.33 |
 MGRC | 0.11% | 1.86% | $1.88 |
 SEIC | 0.1% | 1.22% | $0.92 |
 ATR | 0.08% | 1.22% | $1.64 |
 MSFT | 0.06% | 0.83% | $3 |
 WINA | 0.05% | 1.03% | $3.3 |
 MTX | 0.03% | 0.79% | $0.35 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
NEWT | Pay Day | Apr 30, 2025 | $0.19 |
MGRC | Pay Day | Apr 30, 2025 | $0.48 |
ATR | Ex-Dividend | May 1, 2025 | $0.45 |
WINA | Ex-Dividend | May 14, 2025 | $0.96 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
CL | Pay Day | May 15, 2025 | $0.52 |
BKH | Ex-Dividend | May 16, 2025 | $0.68 |
ATR | Pay Day | May 22, 2025 | $0.45 |
BKH | Pay Day | Jun 1, 2025 | $0.68 |
WINA | Pay Day | Jun 2, 2025 | $0.96 |
MSFT | Pay Day | Jun 12, 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