DECEMBER
+1.95%
2024
+13.7%
2 YEARS
+67.67%
5 YEARS
+95.62%
ANNUALIZED RETURN
+17.39%
TRACK RECORD
7.3 years
About OutSmartNSDQ
OutSmartNSDQ is eToro’s first Smart Beta Portfolio, combining machine learning and the wisdom of the crowd to create a portfolio designed to outperform the Nasdaq 100 index.
This portfolio is developed by eToro’s data scientists and math PhD specialists. Using artificial intelligence, the algorithm locates traders who are considered ‘Nasdaq experts’ and then finds the 15 Nasdaq listed stocks for which these investors’ sentiment is the most positive.
On every quarterly rebalance, each trader in the portfolio is set a 5% stop-loss to prevent large drawdowns.
If stop losses are triggered during the quarter, the proceeds can be reallocated in Short-duration U.S Treasury ETFs, depending on market conditions, until next quarterly rebalance.
The minimum investment is $500.
This portfolio is developed by eToro’s data scientists and math PhD specialists. Using artificial intelligence, the algorithm locates traders who are considered ‘Nasdaq experts’ and then finds the 15 Nasdaq listed stocks for which these investors’ sentiment is the most positive.
On every quarterly rebalance, each trader in the portfolio is set a 5% stop-loss to prevent large drawdowns.
If stop losses are triggered during the quarter, the proceeds can be reallocated in Short-duration U.S Treasury ETFs, depending on market conditions, until next quarterly rebalance.
The minimum investment is $500.
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
1,549
Assets Under Copy
$5M+
Risk Score
4
Type
Smart Portfolio
Copiers
1,549
Assets Under Copy
$5M+
Risk Score
4
Trades
Most Traded
Win Rate
Trade Stats
Average Profit: -10.37%
Average Duration: 70 days
Long Positions: 100%
Average Leverage: 1x
Trades during December 2024
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
BUY INTC | -10.37% | 2 months | 23 days ago | $22.6599 | $20.31 | +0.15% |
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.03% | Nov 2021 | - | 38 |
-24.56% | Sep 2018 | Feb 2019 | 5 |
-12.18% | Jul 2019 | Dec 2019 | 5 |
-12.09% | Sep 2020 | Nov 2020 | 2 |
-9.09% | Feb 2020 | Apr 2020 | 2 |
-5.71% | May 2019 | Jun 2019 | 1 |
-4.11% | Sep 2021 | Oct 2021 | 1 |
-3.9% | Jul 2021 | Aug 2021 | 1 |
-3.85% | Mar 2018 | May 2018 | 2 |
-2.98% | Apr 2021 | Jun 2021 | 2 |
-1.06% | Mar 2019 | Apr 2019 | 1 |
Performance Metrics
Score 6.2/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
4.97
4.97
-2
0
2
5
5
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
4.97
4.97
-2
0
2
5
5
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services40.45%
- 💻 Electronic Technology21.54%
- 📊 ETFs11.81%
- 💼 Commercial Services8.66%
- 🛍️ Retail Trade8.3%
- 💰 Finance5.3%
- 💵 Cash4.72%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq84.25%
- 🇬🇧 LSE11.81%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States84.25%
Dividends
Dividend Yield
0.23%
6 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AVGO (0.91%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.08% | 0.74% | $3 |
 AVGO | 0.06% | 0.91% | $19.7 |
 AAPL | 0.04% | 0.4% | $0.97 |
 GOOG | 0.03% | 0.31% | $0.2 |
 META | 0.02% | 0.33% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT | Pay Day | Mar 13 | $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