APRIL
-1.17%
YEAR TO DATE
-8.04%
1 YEAR
-3.85%
5 YEARS
+43%
ANNUALIZED RETURN
+15.13%
TRACK RECORD
7.7 years
About OutSmartNSDQ
The OutSmartNSDQ Alpha Portfolio applies a cutting-edge, AI-powered investment approach designed to outperform the Nasdaq 100.
Stock selection is guided by an AI-driven framework that analyzes key variables like growth trajectory, valuation, and current market momentum. The strategy is built to adjust in real time to evolving market dynamics, maintaining relevance and agility across cycles.
Its unique structure leverages X2 long positions (without overnight fees), to enjoy potential upsides, while shorting stocks (leverage X1) to protect the portfolio against drawdowns in the market.
Monthly rebalancing incorporates the latest AI insights and comprehensive market data, positioning investors to capitalize on sector and stock-specific opportunities effectively within the dynamic Nasdaq landscape.
The minimum investment for OutSmartNSDQ is $500.
Stock selection is guided by an AI-driven framework that analyzes key variables like growth trajectory, valuation, and current market momentum. The strategy is built to adjust in real time to evolving market dynamics, maintaining relevance and agility across cycles.
Its unique structure leverages X2 long positions (without overnight fees), to enjoy potential upsides, while shorting stocks (leverage X1) to protect the portfolio against drawdowns in the market.
Monthly rebalancing incorporates the latest AI insights and comprehensive market data, positioning investors to capitalize on sector and stock-specific opportunities effectively within the dynamic Nasdaq landscape.
The minimum investment for OutSmartNSDQ is $500.
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
1,746
Assets Under Copy
$5M+
Risk Score
6
Type
Smart Portfolio
Copiers
1,746
Assets Under Copy
$5M+
Risk Score
6
Trades
Most Traded
+54Win Rate
Trade Stats
Average Profit: -4.13%
Average Duration: 38 days
Long Positions: 78%
Average Leverage: 1.55x
Trades during April 2025
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
 BUY ORLY x2 | -6.94% | 28 days | 1 month ago | $1428.7399 | $1379.1681 | +2.47% |
 BUY EQIX x2 | +9.38% | 28 days | 1 month ago | $807.179 | $844.9207 | +3.26% |
 BUY CTAS x2 | +2.24% | 28 days | 1 month ago | $204.9971 | $207.3085 | +1.92% |
 BUY MDLZ x2 | -7.37% | 28 days | 1 month ago | $67.7515 | $65.2619 | +3.4% |
 BUY LRCX x2 | -1.06% | 28 days | 1 month ago | $71.4571 | $71.0732 | +5.5% |
 BUY KLAC x2 | +6.38% | 28 days | 1 month ago | $669.3927 | $690.8322 | +1.47% |
 BUY SBUX x2 | -28.82% | 28 days | 1 month ago | $97.7887 | $83.7043 | +1.09% |
 BUY CME x2 | +3.01% | 28 days | 1 month ago | $264.0455 | $268.0473 | +4.69% |
 BUY ADI x2 | -5.08% | 28 days | 1 month ago | $197.4057 | $192.371 | +3.24% |
 BUY FI x2 | -35.65% | 28 days | 1 month ago | $219.1683 | $180.0994 | +2.11% |
 BUY ADP x2 | -7.48% | 28 days | 1 month ago | $304.7064 | $293.2894 | +3.4% |
 BUY ARM x2 | +14.35% | 28 days | 1 month ago | $104.4984 | $112.0042 | +9.49% |
 BUY VRTX x2 | +4.81% | 28 days | 1 month ago | $487.7105 | $499.4796 | -0.03% |
 BUY CMCSA x2 | -15.6% | 28 days | 1 month ago | $36.7451 | $33.8791 | +1.51% |
 BUY SNY x2 | -7.71% | 28 days | 1 month ago | $55.0525 | $52.9304 | +4.68% |
 BUY HON x2 | +0.58% | 28 days | 1 month ago | $211.0762 | $211.682 | +1.01% |
 BUY GILD x2 | -9.79% | 28 days | 1 month ago | $111.5471 | $106.0806 | -3.13% |
 BUY TXN x2 | -18.27% | 28 days | 1 month ago | $175.4028 | $159.3805 | +3.76% |
 BUY AMGN x2 | -17.26% | 28 days | 1 month ago | $310.4447 | $283.6579 | -2.27% |
 BUY ADBE x2 | -2.62% | 28 days | 1 month ago | $376.8615 | $371.9213 | +2.51% |
 BUY BKNG x2 | +12.94% | 28 days | 1 month ago | $4569.5551 | $4865.0824 | +5.89% |
 BUY AZN x2 | -7.87% | 28 days | 1 month ago | $73.3199 | $70.4341 | +2.51% |
 BUY QCOM x2 | -5.9% | 28 days | 1 month ago | $151.3422 | $146.8694 | -4.38% |
 BUY INTU x2 | +2.26% | 28 days | 1 month ago | $612.5074 | $619.4694 | +2.03% |
 BUY PEP x2 | -22.17% | 28 days | 1 month ago | $149.359 | $132.8005 | +0.47% |
 BUY ISRG x2 | +7.97% | 28 days | 1 month ago | $488.9424 | $508.3962 | +4.08% |
 BUY LIN x2 | -6.26% | 28 days | 1 month ago | $463.4041 | $448.9057 | +1.46% |
 BUY CSCO x2 | -14.45% | 28 days | 1 month ago | $61.3783 | $56.9427 | +3.67% |
 BUY TMUS x2 | -20.6% | 28 days | 1 month ago | $264.6264 | $237.3634 | +4.55% |
BUY ASML x2 | +1.38% | 28 days | 1 month ago | $660.2117 | $664.8013 | +3.86% |
 BUY COST x2 | +6.26% | 28 days | 1 month ago | $953.513 | $983.3248 | +2.43% |
 BUY TSLA x2 | +10.36% | 28 days | 1 month ago | $267.3175 | $281.1677 | +3.89% |
BUY META x2 | -9.86% | 28 days | 1 month ago | $578.0757 | $549.5882 | +9.11% |
BUY GOOG x2 | +4.88% | 28 days | 1 month ago | $157.8518 | $161.7026 | +2.55% |
 BUY NVDA x2 | +1.59% | 28 days | 1 month ago | $107.4806 | $108.3373 | +5.54% |
BUY MSFT x2 | +7.97% | 28 days | 1 month ago | $378.3747 | $393.4489 | +10.97% |
BUY AAPL x2 | -9.95% | 28 days | 1 month ago | $221.9939 | $210.9446 | -2.98% |
 SELL OPCH | +13.62% | 28 days | 1 month ago | $34.8276 | $30.0851 | +10.82% |
 SELL NNDM | -8.5% | 28 days | 1 month ago | $1.53 | $1.66 | -1.81% |
 SELL MSTR | -31.68% | 28 days | 1 month ago | $286.4114 | $377.1448 | +5.05% |
 SELL PTON | -8.69% | 28 days | 1 month ago | $6.1699 | $6.7058 | +3.94% |
 SELL RIVN | -3.68% | 28 days | 1 month ago | $12.7122 | $13.1802 | +5.39% |
 SELL CROX | +10.97% | 28 days | 1 month ago | $106.3716 | $94.7032 | +2.55% |
 SELL ITRN | +1.22% | 28 days | 1 month ago | $35.4467 | $35.0125 | +1.34% |
 SELL SBLK | +5.36% | 28 days | 1 month ago | $15.5766 | $14.7421 | +1.89% |
 SELL SHEN | -1.66% | 28 days | 1 month ago | $12.5311 | $12.7391 | -3.6% |
 SELL LMB | -25.98% | 28 days | 1 month ago | $72.6109 | $91.4771 | +13.6% |
 SELL AMED | -2.95% | 28 days | 1 month ago | $92.2214 | $94.9422 | +0.78% |
 SELL OGI | -15.15% | 28 days | 1 month ago | $0.99 | $1.14 | 0% |
 SELL ROAD | -13.06% | 28 days | 1 month ago | $70.544 | $79.7595 | +12.15% |
 BUY ABNB x2 | +9.08% | 28 days | 1 month ago | $118.8284 | $124.225 | +0.75% |
 SELL LBTYA | +3.73% | 28 days | 1 month ago | $11.4328 | $11.0065 | -12.14% |
 BUY REGN x2 | -19.68% | 28 days | 1 month ago | $628.7417 | $566.8684 | +7.57% |
 SELL AMD | +4.96% | 28 days | 1 month ago | $101.4906 | $96.4585 | +2.82% |
 SELL WBA | +0.87% | 28 days | 1 month ago | $11.0864 | $10.9896 | -0.45% |
BUY INTC x2 | -12.89% | 28 days | 1 month ago | $22.1031 | $20.6789 | -0.24% |
SELL AMZN | +1.22% | 28 days | 1 month ago | $189.1478 | $186.842 | +2.11% |
 BUY PDD x2 | -51.63% | 7 days | 1 month ago | $122.133 | $90.6039 | +22.47% |
 BUY MU x2 | -50.06% | 2 days | 1 month ago | $87.1168 | $65.3119 | +24.59% |
 BUY COIN | +5.09% | 6 months | 2 months ago | $164.3487 | $172.7159 | +20.05% |
BUY ASML | -6.81% | 2 months | 2 months ago | $706.7675 | $658.64 | +4.83% |
 BUY NFLX | +30.78% | 6 months | 2 months ago | $700.2876 | $915.8318 | +25.96% |
BUY INTC | +8.47% | 2 months | 2 months ago | $20.2551 | $21.97 | -6.1% |
BUY META | -3.39% | 2 months | 2 months ago | $598.69 | $578.41 | +3.67% |
BUY META | +1.19% | 6 months | 2 months ago | $571.3725 | $578.19 | +3.71% |
BUY IB01.L | +0.67% | 1 month | 2 months ago | $114.38 | $115.1517 | +0.35% |
BUY IB01.L | +0.33% | 28 days | 2 months ago | $114.76 | $115.14 | +0.36% |
BUY IB01.L | +0.49% | 1 month | 2 months ago | $114.58 | $115.14 | +0.36% |
BUY IB01.L | +0.33% | 28 days | 2 months ago | $114.76 | $115.14 | +0.36% |
BUY IB01.L | +0.3% | 27 days | 2 months ago | $114.8 | $115.14 | +0.36% |
BUY IB01.L | +0.49% | 1 month | 2 months ago | $114.58 | $115.14 | +0.36% |
BUY IB01.L | +0.49% | 1 month | 2 months ago | $114.58 | $115.14 | +0.36% |
BUY IB01.L | +0.49% | 1 month | 2 months ago | $114.58 | $115.14 | +0.36% |
BUY IB01.L | +0.49% | 1 month | 2 months ago | $114.58 | $115.14 | +0.36% |
BUY IB01.L | +0.49% | 1 month | 2 months ago | $114.58 | $115.14 | +0.36% |
BUY IB01.L | +0.91% | 2 months | 2 months ago | $114.1 | $115.14 | +0.36% |
BUY IB01.L | +0.49% | 1 month | 2 months ago | $114.58 | $115.14 | +0.36% |
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.03% | Nov 2021 | - | 42 |
-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 6/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
4.55
4.55
-2
0
2
5
5
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
4.55
4.55
-2
0
2
5
5
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services27.05%
- 💻 Electronic Technology25.36%
- 🛍️ Retail Trade8.34%
- 🏥 Health Services5.55%
- 💼 Commercial Services3.63%
- 🧬 Health Technology3.49%
- 🏭 Industrial Services3.25%
- 🛠️ Producer Manufacturing3.19%
- 📦 Distribution Services3.01%
- 🚗 Consumer Durables2.98%
- 📡 Communications2.65%
- 💰 Finance2.63%
- 💇♀️ Consumer Services2.36%
- 🍞 Consumer Non Durables1.73%
- 🧪 Process Industries1.64%
- 💵 Cash1.16%
- ⚡ Utilities1.04%
- 🚚 Transportation0.96%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq98.89%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States88.65%
- 🇨🇦 Canada2.67%
- 🇬🇧 United Kingdom2.48%
- 🇰🇾 Cayman Islands1.08%
- 🇮🇱 Israel0.99%
- 🇸🇬 Singapore0.96%
- 🇳🇱 Netherlands0.82%
- 🇮🇪 Ireland0.45%
- 🇺🇾 Uruguay0.42%
- 🇫🇷 France0.36%
Dividends
Dividend Yield
0.17%
39 out of 80 instruments pay dividend.
21 dividend payments in the next 30 days.
Highest Dividend: $PEP (4.17%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.08% | 0.7% | $3 |
 AAPL | 0.04% | 0.5% | $0.97 |
 AVGO | 0.03% | 0.92% | $19.7 |
 GOOG | 0.03% | 0.47% | $0.2 |
 PEP | 0.02% | 4.17% | $5.15 |
 CSCO | 0.02% | 2.57% | $1.58 |
 META | 0.01% | 0.32% | $1 |
 SNY | 0.01% | 3.26% | $1.48 |
 CMCSA | 0.01% | 3.7% | $1.2 |
 CME | 0.01% | 3.67% | $9.75 |
 TXN | 0.01% | 2.94% | $5.14 |
 AMGN | 0.01% | 3.21% | $8.76 |
 QCOM | 0.01% | 2.37% | $3.25 |
 AZN | 0.01% | 2.09% | $1.42 |
 TMUS | 0.01% | 1.36% | $1.95 |
 GILD | 0.01% | 2.83% | $3.04 |
 HON | 0.01% | 1.97% | $4.27 |
 LIN | 0.01% | 1.24% | $5.33 |
 ASML | 0.01% | 0.8% | $5.57 |
 MDLZ | 0.01% | 2.79% | $1.7 |
 COST | 0.01% | 0.46% | $19.22 |
 ADP | 0.01% | 1.85% | $5.45 |
 SBUX | 0.01% | 2.86% | $2.24 |
 EQIX | 0.01% | 2.01% | $16.19 |
 ADI | 0% | 1.79% | $3.56 |
 BKNG | 0% | 0.67% | $17.5 |
 LRCX | 0% | 1.14% | $8 |
 NVDA | 0% | 0.04% | $0.02 |
 TRI | 0% | 1.11% | $2.07 |
 INTU | 0% | 0.55% | $3.6 |
 KLAC | 0% | 0.89% | $5.65 |
 CTAS | 0% | 0.69% | $5.4 |
 MU | 0% | 0.49% | $0.46 |
 AMAT | -0.01% | -1.06% | $-1.44 |
 IRDM | -0.02% | -2.2% | $-0.53 |
 INTC | -0.03% | -2.56% | $-0.5 |
 XEL | -0.03% | -3.19% | $-2.13 |
 VOD | -0.05% | -4.45% | $-0.94 |
 PAGP | -0.09% | -7.93% | $-1.17 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
KLAC | Pay Day | Jun 3, 2025 | $1.90 |
LIN | Ex-Dividend | Jun 4, 2025 | $1.50 |
ADI | Ex-Dividend | Jun 4, 2025 | $0.99 |
QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
PEP | Ex-Dividend | Jun 6, 2025 | $1.42 |
VOD | Ex-Dividend | Jun 6, 2025 | -$0.25 |
AMGN | Pay Day | Jun 6, 2025 | $2.38 |
HON | Pay Day | Jun 6, 2025 | $1.13 |
BKNG | Ex-Dividend | Jun 6, 2025 | $9.60 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
CME | Ex-Dividend | Jun 9, 2025 | $1.25 |
TRI | Pay Day | Jun 10, 2025 | $0.60 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
AMAT | Pay Day | Jun 12, 2025 | -$0.46 |
TMUS | Pay Day | Jun 12, 2025 | $0.88 |
SNY | Pay Day | Jun 12, 2025 | $2.52 |
GILD | Ex-Dividend | Jun 13, 2025 | $0.79 |
ADP | Ex-Dividend | Jun 13, 2025 | $1.54 |
XEL | Ex-Dividend | Jun 13, 2025 | -$0.57 |
CTAS | Pay Day | Jun 13, 2025 | $0.39 |
IRDM | Ex-Dividend | Jun 13, 2025 | -$0.14 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
LRCX | Ex-Dividend | Jun 18, 2025 | $0.23 |
LIN | Pay Day | Jun 18, 2025 | $1.50 |
ADI | Pay Day | Jun 18, 2025 | $0.99 |
EQIX | Pay Day | Jun 18, 2025 | $4.69 |
CME | Pay Day | Jun 25, 2025 | $1.25 |
META | Pay Day | Jun 26, 2025 | $0.52 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
GILD | Pay Day | Jun 27, 2025 | $0.79 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
BKNG | Pay Day | Jun 30, 2025 | $9.60 |
MDLZ | Ex-Dividend | Jun 30, 2025 | $0.47 |
IRDM | Pay Day | Jun 30, 2025 | -$0.14 |
ADP | Pay Day | Jul 1, 2025 | $1.54 |
CMCSA | Ex-Dividend | Jul 2, 2025 | $0.33 |
CSCO | Ex-Dividend | Jul 3, 2025 | $0.41 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
LRCX | Pay Day | Jul 9, 2025 | $0.23 |
INTU | Ex-Dividend | Jul 10, 2025 | $1.04 |
MDLZ | Pay Day | Jul 14, 2025 | $0.47 |
INTU | Pay Day | Jul 18, 2025 | $1.04 |
XEL | Pay Day | Jul 20, 2025 | -$0.57 |
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
CMCSA | Pay Day | Jul 23, 2025 | $0.33 |
VOD | Pay Day | Aug 1, 2025 | -$0.25 |
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