OutSmartNSDQ's Factsheet • February 28, 2026
FEBRUARY
-5.55%
YEAR TO DATE
-6.19%
1 YEAR
+17.46%
5 YEARS
+4.26%
ANNUALIZED RETURN
+16.04%
TRACK RECORD
8.5 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 $2,000.
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 $2,000.
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
2,489
Assets Under Copy
$5M+
Risk Score
4
Type
Smart Portfolio
Copiers
2,489
Assets Under Copy
$5M+
Risk Score
4
Trades
Most Traded
+39Win Rate
Trade Stats
Average Profit: +17.02%
Average Duration: 67 days
Long Positions: 33%
Average Leverage: 1.33x
Trades during February 2026
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
 BUY PEP x2 | +13.01% | 3 months | 1 month ago | $145.5098 | $154.9972 | +6.44% |
SELL OPCH | -11.49% | 2 months | 1 month ago | $31.1333 | $34.7109 | -12.25% |
SELL OPCH | -11.37% | 2 months | 1 month ago | $31.1333 | $34.6719 | -12.15% |
SELL OPCH | -11.53% | 2 months | 1 month ago | $31.1333 | $34.7219 | -12.27% |
SELL OPCH | -11.56% | 2 months | 1 month ago | $31.1333 | $34.732 | -12.3% |
SELL OPCH | -11.51% | 2 months | 1 month ago | $31.1333 | $34.717 | -12.26% |
SELL SSSS | +3.88% | 28 days | 1 month ago | $9.7409 | $9.363 | -2.27% |
SELL SSSS | +4.13% | 28 days | 1 month ago | $9.7355 | $9.334 | -1.97% |
SELL SSSS | +3.93% | 28 days | 1 month ago | $9.7355 | $9.354 | -2.18% |
SELL LFST | -14.08% | 2 months | 1 month ago | $6.379 | $7.277 | -3.39% |
SELL LFST | -14.1% | 2 months | 1 month ago | $6.379 | $7.2783 | -3.41% |
SELL LFST | -14.07% | 2 months | 1 month ago | $6.379 | $7.2769 | -3.39% |
SELL LFST | -14.14% | 2 months | 1 month ago | $6.379 | $7.2808 | -3.44% |
SELL LFST | -14.13% | 2 months | 1 month ago | $6.379 | $7.2809 | -3.45% |
SELL SSSS | +4.26% | 28 days | 1 month ago | $9.7355 | $9.321 | -1.83% |
SELL SSSS | +4.29% | 28 days | 1 month ago | $9.7409 | $9.3239 | -1.87% |
SELL SSSS | +4.22% | 28 days | 1 month ago | $9.7355 | $9.324 | -1.87% |
SELL SSSS | +4.34% | 28 days | 1 month ago | $9.7409 | $9.3184 | -1.81% |
SELL SSSS | +4.33% | 28 days | 1 month ago | $9.7409 | $9.32 | -1.82% |
SELL SSSS | +4.27% | 28 days | 1 month ago | $9.7355 | $9.3191 | -1.81% |
SELL SSSS | +4.29% | 28 days | 1 month ago | $9.7409 | $9.3225 | -1.85% |
SELL SSSS | +4.34% | 28 days | 1 month ago | $9.7409 | $9.3182 | -1.81% |
SELL SSSS | +4.43% | 28 days | 1 month ago | $9.7355 | $9.3039 | -1.65% |
SELL SSSS | +4.43% | 28 days | 1 month ago | $9.7355 | $9.3039 | -1.65% |
 BUY CSCO x2 | +10.01% | 2 months | 1 month ago | $76.4495 | $80.2613 | -2.99% |
 SELL AMSC | +7.94% | 28 days | 1 month ago | $32.4047 | $29.8357 | +2.49% |
 SELL CROX | +0.54% | 2 months | 1 month ago | $85.3359 | $84.8821 | -1.55% |
 SELL LULU | +1.47% | 2 months | 1 month ago | $181.5773 | $178.9163 | -4.33% |
 BUY AZN x2 | +9.73% | 27 days | 1 month ago | $181.4026 | $190.2242 | +3.85% |
 BUY AMAT x2 | +32.83% | 28 days | 1 month ago | $281.6619 | $327.8924 | +7.68% |
 BUY GILD x2 | +56.27% | 10 months | 1 month ago | $111.5471 | $142.9153 | +2% |
 BUY MU x2 | +921.26% | 9 months | 1 month ago | $77.2191 | $433.0894 | -11.75% |
 BUY INTC x2 | +42.02% | 3 months | 1 month ago | $40.0199 | $48.4322 | -11.84% |
 BUY GOOG x2 | +41.97% | 3 months | 1 month ago | $282.5525 | $341.842 | -12.76% |
 BUY AMD x2 | +28.27% | 2 months | 1 month ago | $217.2254 | $247.8989 | -23.47% |
BUY GILD x2 | +42.85% | 28 days | 1 month ago | $117.7063 | $142.9243 | +1.99% |
 BUY AMGN x2 | +14.91% | 28 days | 1 month ago | $319.4735 | $343.3143 | +8.94% |
BUY PEP x2 | +18.5% | 28 days | 1 month ago | $140.3471 | $153.3198 | +7.61% |
BUY GOOG x2 | +15.17% | 27 days | 1 month ago | $317.6557 | $341.7567 | -12.74% |
 SELL RIVN | +15.76% | 2 months | 1 month ago | $17.1786 | $14.4707 | +2.14% |
SELL RIVN | +26.18% | 28 days | 1 month ago | $19.6018 | $14.4699 | +2.14% |
 SELL MSTR | +12.58% | 28 days | 1 month ago | $165.3833 | $144.5765 | -10.69% |
SELL PYPL | +10.52% | 27 days | 1 month ago | $59.4307 | $53.178 | -15.14% |
SELL PYPL | +18.45% | 10 months | 1 month ago | $65.2146 | $53.1823 | -15.15% |
SELL LULU | +16.99% | 28 days | 1 month ago | $215.3613 | $178.7678 | -4.25% |
SELL PYPL | +15.18% | 2 months | 1 month ago | $62.6622 | $53.1495 | -15.1% |
 SELL CSWC | -1.54% | 28 days | 1 month ago | $22.606 | $22.9541 | -3.2% |
SELL OXSQ | -4.49% | 27 days | 1 month ago | $1.78 | $1.86 | -4.84% |
SELL OXSQ | -4.14% | 27 days | 1 month ago | $1.7815 | $1.855 | -4.58% |
SELL LFST | -5.2% | 28 days | 1 month ago | $6.9096 | $7.2691 | -3.29% |
 SELL FDUS | +2.87% | 28 days | 1 month ago | $19.6508 | $19.0876 | -6.75% |
SELL OXSQ | -4.86% | 27 days | 1 month ago | $1.77 | $1.856 | -4.63% |
SELL OXSQ | -4.45% | 27 days | 1 month ago | $1.7807 | $1.86 | -4.84% |
 SELL CGBD | +6.64% | 28 days | 1 month ago | $12.8408 | $11.988 | -8.66% |
 SELL SLRC | +4.35% | 28 days | 1 month ago | $15.5167 | $14.8422 | -1.7% |
SELL AAL | +13.47% | 28 days | 1 month ago | $15.8312 | $13.6992 | -13.13% |
 BUY PDD x2 | -27.96% | 2 months | 1 month ago | $118.443 | $101.897 | -2.53% |
BUY PDD x2 | -49.74% | 3 months | 1 month ago | $135.6432 | $101.9109 | -2.54% |
 SELL PTEN | -11.32% | 27 days | 1 month ago | $6.8015 | $7.5713 | +17.02% |
 BUY TXN x2 | +41.36% | 28 days | 1 month ago | $182.0964 | $219.7536 | -7.24% |
SELL AAL | -22.91% | 6 months | 1 month ago | $11.161 | $13.7179 | -13.25% |
 BUY APP x2 | +86.55% | 7 months | 1 month ago | $339.2923 | $486.1198 | -15.07% |
SELL AAL | -22.05% | 4 months | 1 month ago | $11.2331 | $13.7105 | -13.21% |
 BUY CEG x2 | -47.26% | 28 days | 1 month ago | $358.5169 | $273.7988 | +15.3% |
 SELL LIN | -7.11% | 27 days | 1 month ago | $430.0599 | $460.6538 | +7.26% |
 SELL DNUT | +24.25% | 28 days | 1 month ago | $4.1729 | $3.1609 | +11.04% |
 SELL PTON | +5.98% | 27 days | 1 month ago | $6.1717 | $5.8053 | -34.37% |
 BUY HOOD x2 | -50.57% | 2 months | 1 month ago | $121.9015 | $91.0841 | -19.54% |
 BUY MELI x2 | +23.06% | 10 months | 1 month ago | $1934.3276 | $2157.3092 | -22.68% |
BUY APP x2 | -37.26% | 2 months | 1 month ago | $598.3813 | $486.8836 | -15.21% |
SELL AAL | -2.65% | 3 months | 1 month ago | $13.3549 | $13.7095 | -13.2% |
 SELL ABNB | +3.16% | 28 days | 1 month ago | $136.0466 | $131.7498 | -1.12% |
 SELL POOL | -4.71% | 2 months | 1 month ago | $242.4857 | $253.8982 | -14.57% |
SELL PTEN | -14.51% | 28 days | 1 month ago | $6.6034 | $7.5613 | +17.18% |
BUY COST x2 | -1.17% | 10 months | 1 month ago | $953.513 | $947.9597 | +5.98% |
SELL SSSS | +3.96% | 27 days | 1 month ago | $9.6771 | $9.2939 | -1.55% |
 BUY LRCX x2 | +474.63% | 10 months | 1 month ago | $71.4571 | $241.0379 | -9.12% |
BUY COST x2 | +1.64% | 5 months | 1 month ago | $940.7291 | $948.4553 | +5.92% |
 SELL AEP | -5.41% | 28 days | 1 month ago | $112.7606 | $118.858 | +9.13% |
 SELL TRIN | -7.08% | 28 days | 1 month ago | $15.2072 | $16.2844 | -8.93% |
 BUY HON x2 | +26.12% | 28 days | 1 month ago | $199.3971 | $225.441 | +7.66% |
SELL AAL | +0.91% | 2 months | 1 month ago | $13.8392 | $13.7105 | -13.21% |
SELL LIN | -7.12% | 27 days | 1 month ago | $430.1887 | $460.8342 | +7.21% |
SELL LIN | -7.11% | 27 days | 1 month ago | $430.1418 | $460.71 | +7.24% |
BUY HOOD x2 | -22.83% | 6 months | 1 month ago | $102.9943 | $91.2339 | -19.67% |
BUY COST x2 | +17.17% | 27 days | 1 month ago | $873.5182 | $948.6614 | +5.9% |
SELL PTON | +4.88% | 28 days | 1 month ago | $6.1245 | $5.8258 | -34.6% |
 BUY TMUS x2 | -3.81% | 28 days | 1 month ago | $199.7791 | $195.9712 | +10.27% |
 SELL RYAAY | +2.42% | 28 days | 1 month ago | $73.2342 | $71.4596 | -12.29% |
BUY NFLX x2 | -18.65% | 28 days | 1 month ago | $91.9863 | $83.4097 | +14.81% |
BUY NFLX x2 | -18.38% | 10 months | 1 month ago | $91.8249 | $83.3858 | +14.85% |
 SELL ENVX | +19.01% | 28 days | 1 month ago | $8.3677 | $6.7767 | -23.56% |
BUY NFLX x2 | -46% | 2 months | 1 month ago | $108.3373 | $83.4184 | +14.8% |
SELL ENVX | +20.42% | 27 days | 1 month ago | $8.5012 | $6.768 | -23.46% |
 SELL AMZN | -5.19% | 28 days | 1 month ago | $232.6274 | $244.7037 | -16.75% |
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.03% | Nov 2021 | Jul 2025 | 44 |
-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 |
-8.37% | Nov 2025 | - | 4 |
-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 |
-0.82% | Aug 2025 | Sep 2025 | 1 |
Performance Metrics
Score 5.9/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
2.86
2.86
-2
0
2
4.5
4.5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
2.86
2.86
-2
0
2
4.5
4.5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology33.35%
- 🖥️ Technology Services23.53%
- 🛍️ Retail Trade10.24%
- 🛠️ Producer Manufacturing6.73%
- 🚗 Consumer Durables5.9%
- 🍞 Consumer Non Durables4.71%
- 🧬 Health Technology4.67%
- 💰 Finance4.52%
- 💼 Commercial Services2.95%
- 💇♀️ Consumer Services2.85%
- 💵 Cash0.59%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq99.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States90.19%
- 🇨🇦 Canada1.57%
- 🇨🇳 China1.47%
- 🇺🇾 Uruguay1.43%
- 🇳🇱 Netherlands1.32%
- 🇮🇪 Ireland1.21%
- 🇬🇧 United Kingdom1.18%
- 🇮🇱 Israel0.78%
- 🇫🇷 France0.3%
Dividends
Dividend Yield
0.09%
40 out of 80 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CMCSA (4.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.06% | 0.86% | $3 |
 AAPL | 0.04% | 0.4% | $0.97 |
 AVGO | 0.03% | 0.71% | $19.7 |
GOOG | 0.02% | 0.28% | $0.2 |
PEP | 0.02% | 3.49% | $5.15 |
CSCO | 0.02% | 2.05% | $1.58 |
AMGN | 0.01% | 2.57% | $8.76 |
AZN | 0.01% | 1.57% | $1.42 |
 META | 0.01% | 0.32% | $1 |
 CMCSA | 0.01% | 4.14% | $1.2 |
 CME | 0.01% | 3.54% | $9.75 |
GILD | 0.01% | 2.16% | $3.04 |
 SNY | 0.01% | 3.46% | $1.48 |
 QCOM | 0.01% | 2.58% | $3.25 |
 SBUX | 0.01% | 2.55% | $2.24 |
 ASML | 0.01% | 0.54% | $5.57 |
 MDLZ | 0.01% | 3.38% | $1.7 |
 EQIX | 0.01% | 2% | $16.19 |
 ADI.US | 0.01% | 1.2% | $3.56 |
 ADP | 0% | 3% | $5.45 |
AMAT | 0% | 0.51% | $1.44 |
 NTES | 0% | 2.53% | $2.58 |
 KLAC | 0% | 0.52% | $5.65 |
 BKNG | 0% | 0.93% | $17.5 |
 NVDA | 0% | 0.02% | $0.02 |
 INTU | 0% | 1.06% | $3.6 |
 MAR | 0% | 0.8% | $2.19 |
 PCAR | 0% | 1.07% | $1.11 |
 ROST | 0% | 0.76% | $1.41 |
MU | 0% | 0.11% | $0.46 |
 STX.US | 0% | 0.77% | $2.8 |
 REGN | 0% | 0.46% | - |
 MRVL | 0% | 0.3% | $0.24 |
 WDC | 0% | 0.17% | - |
COST | -0.01% | -0.52% | $-19.22 |
PYPL | -0.01% | -0.6% | - |
 WMT | -0.01% | -0.78% | $-0.81 |
 EBAY | -0.02% | -1.32% | $-1.04 |
 JD.US | -0.05% | -3.93% | $-0.74 |
 AGNC | -0.16% | -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