NasdaqAI-Inverse's Factsheet • February 28, 2026
FEBRUARY
-4.47%
YEAR TO DATE
-5.89%
1 YEAR
-36.2%
ALL TIME
-41.06%
ANNUALIZED RETURN
-29.7%
TRACK RECORD
2.1 years
About NasdaqAI-Inverse
Nasdaq AI-Inverse is a designed to protect investors from market downturns by shorting 50 stocks from the Nasdaq 100 index. Powered by AI, this portfolio identifies stocks likely to decline in value, positioning investors to profit from bear markets. It serves as a hedge for long-only portfolios or as a standalone strategy for those anticipating market corrections.
Rebalance Frequency: Monthly
Target Investor: This portfolio is suited for experienced retail and professional investors looking to hedge their long portfolios or capitalize on declining markets. It offers a high-risk, with attractive reward strategy for those seeking protection during market downturns.
Key Differentiators: With the ability to outperform the Short Nasdaq ETFs, Nasdaq AI-Inverse leverages AI and unique data insights to deliver superior short exposure, providing investors with an effective hedge in volatile markets.
Minimum Investment: $2,000
Rebalance Frequency: Monthly
Target Investor: This portfolio is suited for experienced retail and professional investors looking to hedge their long portfolios or capitalize on declining markets. It offers a high-risk, with attractive reward strategy for those seeking protection during market downturns.
Key Differentiators: With the ability to outperform the Short Nasdaq ETFs, Nasdaq AI-Inverse leverages AI and unique data insights to deliver superior short exposure, providing investors with an effective hedge in volatile markets.
Minimum Investment: $2,000
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
11
Assets Under Copy
<$50K
Risk Score
5
Type
Smart Portfolio
Copiers
11
Assets Under Copy
<$50K
Risk Score
5
Trades
Most Traded
+38Win Rate
Trade Stats
Average Profit: -2.86%
Average Duration: 41 days
Long Positions: 0%
Average Leverage: 1x
Trades during February 2026
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
 SELL IOVA | -50.2% | 21 days | 13 days ago | $2.55 | $3.83 | +2.09% |
 SELL PSIX | -50.33% | 10 days | 24 days ago | $69.3857 | $104.3062 | -40.5% |
 SELL ICHR | -50.24% | 7 days | 27 days ago | $30.6639 | $46.069 | -0.3% |
SELL ENPH | -50.13% | 29 days | 1 month ago | $33.9789 | $51.0164 | -15.54% |
SELL ENPH | -70.3% | 3 months | 1 month ago | $29.8052 | $50.756 | -15.1% |
SELL AMSC | -1% | 2 months | 1 month ago | $29.8352 | $30.1351 | +4.3% |
SELL AMSC | -1% | 2 months | 1 month ago | $29.8352 | $30.1351 | +4.3% |
 SELL MSTR | +9.29% | 27 days | 1 month ago | $161.4075 | $146.4394 | -7.52% |
 SELL CROX | -1.05% | 2 months | 1 month ago | $85.7112 | $86.6097 | -0.95% |
SELL LULU | +2.47% | 2 months | 1 month ago | $183.4844 | $178.938 | -3.03% |
 SELL SEZL | +10.4% | 27 days | 1 month ago | $70.8635 | $63.4951 | +16.42% |
SELL AMSC | +10.2% | 27 days | 1 month ago | $33.5496 | $30.1352 | +4.3% |
SELL RIVN | +24.38% | 27 days | 1 month ago | $19.4108 | $14.682 | +5.06% |
SELL RIVN | +15.25% | 2 months | 1 month ago | $17.324 | $14.682 | +5.06% |
SELL LULU | +16.19% | 27 days | 1 month ago | $213.4992 | $178.9381 | -3.03% |
 SELL PYPL | +15.8% | 2 months | 1 month ago | $62.9554 | $53.0094 | -11.96% |
 SELL OXSQ | -3.35% | 27 days | 1 month ago | $1.79 | $1.85 | -0.54% |
 SELL FDUS | +2.89% | 27 days | 1 month ago | $19.7503 | $19.1788 | -5.36% |
 SELL CGBD | +6.32% | 27 days | 1 month ago | $12.8606 | $12.0481 | -7.7% |
 SELL SLRC | +4.08% | 27 days | 1 month ago | $15.5366 | $14.9024 | -0.75% |
 SELL CSWC | -2.37% | 27 days | 1 month ago | $22.7058 | $23.2449 | -3.16% |
SELL LFST | -12.63% | 2 months | 1 month ago | $6.4203 | $7.2309 | -1.12% |
SELL LFST | -2.45% | 27 days | 1 month ago | $7.0593 | $7.2309 | -1.12% |
 SELL MVST | +16.34% | 27 days | 1 month ago | $3.06 | $2.56 | -15.23% |
 SELL ADUS | +3.81% | 27 days | 1 month ago | $109.3657 | $105.1976 | -1.03% |
 SELL CWST | -3.17% | 27 days | 1 month ago | $99.6203 | $102.784 | -10.86% |
 SELL WFRD | -3.44% | 27 days | 1 month ago | $90.3842 | $93.4901 | +5.78% |
 SELL CART | +12.76% | 27 days | 1 month ago | $43.5645 | $38.007 | -2.18% |
 SELL DNUT | +23.7% | 27 days | 1 month ago | $4.1737 | $3.1848 | +9.58% |
 SELL WDFC | -21.26% | 2 months | 1 month ago | $193.0799 | $234.1307 | +3.42% |
 SELL NEO.US | +0.52% | 27 days | 1 month ago | $12.2116 | $12.1482 | -21.8% |
SELL ASTH | +16.95% | 27 days | 1 month ago | $26.9994 | $22.4236 | +9.75% |
SELL ASTH | +2.27% | 2 months | 1 month ago | $22.9455 | $22.4236 | +9.75% |
 SELL LOVE | +6.4% | 27 days | 1 month ago | $14.3484 | $13.4302 | -5.96% |
 SELL RNW | +5.66% | 27 days | 1 month ago | $5.7114 | $5.3881 | +1.15% |
 SELL TRIN | -6.14% | 27 days | 1 month ago | $15.277 | $16.2143 | -7.8% |
 SELL PTEN | -12.09% | 27 days | 1 month ago | $6.7997 | $7.6215 | +17.04% |
 SELL ARCC | +6.27% | 27 days | 1 month ago | $20.7388 | $19.4392 | -1.8% |
 SELL SSSS | +5.11% | 27 days | 1 month ago | $9.8052 | $9.304 | -0.58% |
 SELL PTON | +8.92% | 27 days | 1 month ago | $6.3005 | $5.7386 | -30.47% |
 SELL POOL | -4.45% | 2 months | 1 month ago | $242.3759 | $253.1492 | -12.82% |
 SELL LIN | -6.69% | 27 days | 1 month ago | $431.9511 | $460.8402 | +9.1% |
 SELL FAST | -8.03% | 27 days | 1 month ago | $41.1781 | $44.4867 | +3.54% |
 SELL PPC | -10.37% | 27 days | 1 month ago | $39.7702 | $43.8958 | -4.64% |
SELL JBHT | -16.39% | 2 months | 1 month ago | $178.7814 | $208.0817 | +10.65% |
SELL JBHT | -2.74% | 27 days | 1 month ago | $202.4858 | $208.0817 | +10.65% |
 SELL AEP | -5.31% | 27 days | 1 month ago | $113.0202 | $119.0183 | +10.53% |
SELL AAL | -23.36% | 6 months | 1 month ago | $11.1632 | $13.7706 | -9.3% |
SELL AAL | +13.27% | 27 days | 1 month ago | $15.8661 | $13.7607 | -9.23% |
SELL AAL | -2.23% | 3 months | 1 month ago | $13.4598 | $13.7606 | -9.23% |
SELL AAL | +0.84% | 2 months | 1 month ago | $13.8792 | $13.7606 | -9.23% |
 SELL RYAAY | +3.27% | 27 days | 1 month ago | $73.879 | $71.4671 | -10.53% |
 SELL NFLX | +8.38% | 27 days | 1 month ago | $91.6223 | $83.9458 | +15.87% |
 SELL CALM | +3.3% | 3 months | 1 month ago | $87.7282 | $84.8371 | +4.71% |
 SELL ENVX | +19.05% | 27 days | 1 month ago | $8.4373 | $6.8303 | -24.02% |
 SELL OPCH | -11.2% | 2 months | 1 month ago | $31.0933 | $34.5762 | -9.62% |
 SELL AMZN | -5.38% | 27 days | 1 month ago | $232.291 | $244.7967 | -14.86% |
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.23% | May 2024 | - | 22 |
Performance Metrics
Score 3.2/10
Beta
-0.87
-0.87
-1
0.8
1.2
-1
2
Sharpe Ratio
-1.78
-1.78
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.73
-1.73
-2
1
2
3
3
Jensen's Alpha
-16.8
-16.8
-17
0
2
4.5
4.5
Omega Ratio
0.29
0.29
0
1
1.5
2.5
2.5
Treynor Ratio
2.77
2.77
0
0.75
1.25
3
3
Information Ratio
-1.75
-1.75
-2
0.3
0.6
1
1
Calmar Ratio
-0.55
-0.55
-1
0.3
0.6
1
1
Beta
-0.87
-0.87
-1
0.8
1.2
-1
2
Sharpe Ratio
-1.78
-1.78
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.73
-1.73
-2
1
2
3
3
Jensen's Alpha
-16.8
-16.8
-17
0
2
4.5
4.5
Omega Ratio
0.29
0.29
0
1
1.5
2.5
2.5
Treynor Ratio
2.77
2.77
0
0.75
1.25
3
3
Information Ratio
-1.75
-1.75
-2
0.3
0.6
1
1
Calmar Ratio
-0.55
-0.55
-1
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade23.27%
- 💰 Finance14.57%
- 💇♀️ Consumer Services12.97%
- 🛠️ Producer Manufacturing10.4%
- 🧬 Health Technology8.07%
- 🍞 Consumer Non Durables7.99%
- 💼 Commercial Services6.63%
- 🚗 Consumer Durables4.43%
- 💻 Electronic Technology3.95%
- 🖥️ Technology Services3.89%
- 💵 Cash3.84%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq96.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.73%
- 🇨🇳 China4.37%
- 🇮🇱 Israel3.55%
- 🇺🇾 Uruguay2.47%
- 🇨🇦 Canada2.14%
- 🇮🇪 Ireland2.1%
- 🇬🇧 United Kingdom1.82%
Dividends
Dividend Yield
-1.02%
12 out of 47 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 COST | -0.01% | -0.52% | $-19.22 |
 WING | -0.01% | -0.49% | $-0.88 |
PYPL | -0.01% | -0.6% | - |
 WMT | -0.02% | -0.78% | $-0.81 |
 EBAY | -0.03% | -1.32% | $-1.04 |
 EQIX | -0.03% | -2% | $-16.19 |
 CMCSA | -0.08% | -4.14% | $-1.2 |
 JD.US | -0.09% | -3.93% | $-0.74 |
 NWL | -0.12% | -6.17% | $-0.28 |
 TROW | -0.13% | -5.59% | $-4.92 |
 QFIN | -0.2% | -9.56% | $-1.06 |
 AGNC | -0.28% | -13.13% | $-1.44 |
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