Cutting-Edge's Factsheet • February 28, 2026
FEBRUARY
+4.98%
YEAR TO DATE
+10.08%
1 YEAR
+11.99%
ALL TIME
+32.48%
ANNUALIZED RETURN
+12.34%
TRACK RECORD
2.4 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
183
Assets Under Copy
$300K-$1M
Risk Score
3
Type
Smart Portfolio
Copiers
183
Assets Under Copy
$300K-$1M
Risk Score
3
Trades
Most Traded
Win Rate
Trade Stats
Average Profit: +7.69%
Average Duration: 53 days
Long Positions: 100%
Average Leverage: 1x
Trades during February 2026
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
BUY MO | +11.33% | 1 month | 1 month ago | $57.65 | $64.18 | +5.5% |
BUY ITW | +15.3% | 3 months | 1 month ago | $242.6 | $279.72 | +1.81% |
BUY JNJ | +12.67% | 2 months | 1 month ago | $207.38 | $233.66 | +4.93% |
BUY NDSN | +15.57% | 1 month | 1 month ago | $242.86 | $280.6699 | +0.77% |
BUY V | +0.81% | 2 months | 1 month ago | $332.6101 | $335.3 | -5.94% |
BUY MA | -3.49% | 1 month | 1 month ago | $576.83 | $556.71 | -7.49% |
BUY T | +6.81% | 1 month | 1 month ago | $24.81 | $26.5 | +5.89% |
BUY T | +2.55% | 2 months | 1 month ago | $25.84 | $26.5 | +5.89% |
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.35% | Dec 2024 | Feb 2026 | 14 |
-3.87% | Apr 2024 | Jul 2024 | 3 |
-0.72% | Oct 2024 | Nov 2024 | 1 |
Performance Metrics
Score 4.6/10
Beta
0.55
0.55
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
-1.77
-1.77
-2
0
2
4.5
4.5
Omega Ratio
0.51
0.51
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
-0.9
-0.9
-1
0.3
0.6
1
1
Calmar Ratio
1.24
1.24
0
0.3
0.6
2
2
Beta
0.55
0.55
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
-1.77
-1.77
-2
0
2
4.5
4.5
Omega Ratio
0.51
0.51
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
-0.9
-0.9
-1
0.3
0.6
1
1
Calmar Ratio
1.24
1.24
0
0.3
0.6
2
2
Diversification
Sectors Breakdown
- Sector
- Total
- 🍞 Consumer Non Durables15.48%
- ⚡ Utilities14.81%
- 🛠️ Producer Manufacturing14.6%
- 🧪 Process Industries13.07%
- 💰 Finance9.3%
- 🧬 Health Technology8.08%
- 🛍️ Retail Trade7.52%
- 🚗 Consumer Durables7.52%
- 🏭 Industrial Services6.03%
- 🖥️ Technology Services3.58%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE69.31%
- 🇺🇸 Nasdaq30.69%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States93.48%
- 🇬🇧 United Kingdom6.52%
Dividends
Dividend Yield
1.72%
14 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $FE (3.54%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FE | 0.26% | 3.54% | $1.64 |
 KO | 0.24% | 2.64% | $1.89 |
 HAS | 0.22% | 2.91% | $2.8 |
 KMI | 0.21% | 3.49% | $1.14 |
JNJ | 0.17% | 2.13% | $4.81 |
 ATO | 0.15% | 2% | $3.16 |
 TJX | 0.08% | 1.09% | $1.42 |
 LIN | 0.08% | 1.23% | $5.33 |
 GS | 0.08% | 1.8% | $11 |
NDSN | 0.07% | 1.12% | $2.72 |
 ECL | 0.06% | 0.93% | $2.24 |
 AME | 0.04% | 0.55% | $1.06 |
V | 0.04% | 0.78% | $2.01 |
 GOOGL | 0.01% | 0.28% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
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