OutSmartNSDQ's Factsheet • May 31, 2026
MAY
+17.37%
YEAR TO DATE
+19.73%
1 YEAR
+26.06%
5 YEARS
+32.64%
ANNUALIZED RETURN
+18.62%
TRACK RECORD
8.8 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
2,189
Assets Under Copy
$5M+
Risk Score
5
Type
Smart Portfolio
Copiers
2,189
Assets Under Copy
$5M+
Risk Score
5
Trades
Most Traded
+65Win Rate
Trade Stats
Average Profit: +12.46%
Average Duration: 90 days
Long Positions: 53%
Average Leverage: 1.53x
Trades during May 2026
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
 SELL CGON | +0.27% | 28 days | 2 months ago | $67.89 | $67.705 | -17.16% |
 SELL NTSK | -11.79% | 28 days | 2 months ago | $9.475 | $10.589 | -5.28% |
 SELL NN | +2.2% | 18 minutes | 2 months ago | $19.0102 | $18.595 | +26.86% |
 SELL RGNX | +0.8% | 18 minutes | 2 months ago | $9.3172 | $9.245 | -25.58% |
 SELL ULCC | +1.71% | 26 minutes | 2 months ago | $4.2388 | $4.165 | +40.46% |
 SELL AMSC | +2.07% | 21 minutes | 2 months ago | $50.8701 | $49.805 | -6.84% |
 SELL APPN | +0.78% | 21 minutes | 2 months ago | $22.9 | $22.72 | +8.14% |
 SELL PRCH | -44% | 28 days | 2 months ago | $7.2701 | $10.4697 | -7.83% |
 SELL DUOL | +0.55% | 25 minutes | 2 months ago | $113.9101 | $113.32 | -4.25% |
 SELL BMBL | -20.49% | 28 days | 2 months ago | $3.4313 | $4.135 | -27.69% |
 SELL ANGI | +0.69% | 27 minutes | 2 months ago | $7.5005 | $7.45 | -13.29% |
 SELL VSTM | +0.99% | 21 minutes | 2 months ago | $5.9903 | $5.93 | -34.91% |
 SELL VRDN | +1.35% | 22 minutes | 2 months ago | $14.16 | $13.9698 | +18.61% |
 BUY LITE x2 | +2.84% | 24 minutes | 2 months ago | $963.86 | $977.59 | -3.33% |
SELL NTSK | -28.78% | 1 month | 2 months ago | $8.2101 | $10.57 | -5.11% |
 BUY KLAC x2 | +311.28% | 1 year | 2 months ago | $669.3927 | $1711 | +20.98% |
 BUY AMAT x2 | +79.07% | 3 months | 2 months ago | $281.6619 | $393.01 | +23.66% |
 BUY QCOM x2 | +66.16% | 1 month | 2 months ago | $127.14 | $169.193 | +40.02% |
 BUY GILD x2 | +37% | 1 year | 2 months ago | $111.5471 | $132.18 | -2.18% |
 BUY COST x2 | +5.05% | 1 month | 2 months ago | $993.454 | $1018.54 | -4.37% |
 BUY ARM x2 | +189.98% | 1 year | 2 months ago | $104.4984 | $203.7804 | +82.55% |
 BUY AMGN x2 | +9.08% | 1 year | 2 months ago | $310.4447 | $324.52 | +6.5% |
 BUY NVDA x2 | +167.33% | 1 year | 2 months ago | $107.4806 | $197.41 | +9.09% |
 BUY PEP x2 | +14.29% | 6 months | 2 months ago | $145.5098 | $155.9079 | -9.75% |
 BUY CSCO x2 | +102.84% | 1 year | 2 months ago | $61.3783 | $92.94 | +38.99% |
 BUY META x2 | +11.61% | 1 year | 2 months ago | $578.0757 | $611.63 | +2.02% |
 BUY GOOG x2 | +68.58% | 6 months | 2 months ago | $282.5525 | $379.4361 | -3.51% |
BUY AAPL x2 | +6.86% | 6 months | 2 months ago | $268.1511 | $277.3501 | +12.31% |
SELL RXST | -25.25% | 1 month | 2 months ago | $5.96 | $7.465 | -31.68% |
SELL RXST | -25.03% | 1 month | 2 months ago | $5.9551 | $7.446 | -31.51% |
 BUY ADI.US x2 | +56.77% | 1 month | 2 months ago | $309.245 | $397.0212 | +3.52% |
 BUY ISRG x2 | -13.6% | 1 year | 2 months ago | $488.9424 | $455.8 | -7.85% |
BUY ASML x2 | +227.77% | 1 year | 2 months ago | $660.2117 | $1412.1029 | +20.21% |
BUY AVGO x2 | +308.53% | 1 year | 2 months ago | $164.2501 | $417.6387 | -1.75% |
 BUY WMT x2 | +12.51% | 1 month | 2 months ago | $123.5532 | $131.2832 | -10.53% |
BUY MSFT x2 | -37.15% | 7 months | 2 months ago | $515.6905 | $419.8943 | +2.24% |
 BUY SNPS x2 | +9.79% | 3 months | 2 months ago | $469.0776 | $492.0001 | -0.41% |
BUY ISRG x2 | +1.07% | 1 month | 2 months ago | $451.82 | $454.2326 | -7.54% |
BUY ASML x2 | +18.59% | 1 month | 2 months ago | $1293.11 | $1413.245 | +20.11% |
BUY ASML x2 | +16.08% | 28 days | 2 months ago | $1308.11 | $1413.215 | +20.11% |
BUY AVGO x2 | +77.91% | 1 month | 2 months ago | $302.928 | $420.93 | -2.52% |
BUY AVGO x2 | +68.38% | 28 days | 2 months ago | $313.73 | $420.98 | -2.53% |
BUY AMAT x2 | +41.26% | 1 month | 2 months ago | $332.08 | $400.6364 | +21.31% |
BUY QCOM x2 | +19.32% | 3 months | 2 months ago | $153.7603 | $168.605 | +40.51% |
BUY GILD x2 | -9.49% | 1 month | 2 months ago | $138.5706 | $132.005 | -2.05% |
BUY ARM x2 | +181.76% | 3 months | 2 months ago | $107.128 | $204.5 | +81.91% |
BUY AMGN x2 | -14.67% | 1 month | 2 months ago | $350.33 | $324.62 | +6.46% |
BUY NVDA x2 | +32.84% | 1 month | 2 months ago | $170.6999 | $198.73 | +8.36% |
BUY PEP x2 | +1.33% | 1 month | 2 months ago | $155.37 | $156.4044 | -10.04% |
BUY CSCO x2 | +40% | 1 month | 2 months ago | $77.4472 | $92.9326 | +39% |
BUY MSFT x2 | +27.67% | 1 month | 2 months ago | $364.77 | $415.2301 | +3.39% |
BUY MSFT x2 | -5.32% | 3 months | 2 months ago | $426.5788 | $415.2213 | +3.39% |
BUY META x2 | +17.45% | 1 month | 2 months ago | $555.5867 | $604.07 | +3.3% |
BUY GOOG x2 | +69.96% | 1 month | 2 months ago | $281.285 | $379.68 | -3.58% |
BUY AAPL x2 | +21.95% | 1 month | 2 months ago | $248.0999 | $275.33 | +13.14% |
 BUY SBUX x2 | +58.76% | 6 months | 2 months ago | $81.6009 | $105.574 | -10.75% |
 SELL PRAA | -22.76% | 28 days | 2 months ago | $17.8601 | $21.9246 | -31.4% |
BUY ADP x2 | -59.68% | 1 year | 2 months ago | $304.7064 | $213.79 | +6.77% |
 SELL FOXF | -7.97% | 28 days | 2 months ago | $16.31 | $17.61 | +0.8% |
 SELL FRSH | -7.12% | 28 days | 2 months ago | $8.3403 | $8.935 | +7.33% |
BUY ADP x2 | -3.87% | 2 months | 2 months ago | $218 | $213.79 | +6.77% |
 SELL SG | -25.86% | 28 days | 2 months ago | $5.49 | $6.91 | +6.66% |
 SELL MARA | -30.51% | 28 days | 2 months ago | $8.8853 | $11.5965 | +17.1% |
 SELL TTAN | +0.32% | 28 days | 2 months ago | $62.7326 | $62.5354 | +18.86% |
SELL RXST | -25.83% | 1 month | 2 months ago | $5.9292 | $7.4605 | -31.64% |
SELL NNDM | -12.38% | 1 month | 2 months ago | $1.6901 | $1.8994 | -14.18% |
SELL NNDM | -9.55% | 28 days | 2 months ago | $1.73 | $1.895 | -13.98% |
 SELL CNXC | +9.28% | 1 month | 2 months ago | $27.3814 | $24.84 | +15.02% |
 BUY CDNS x2 | +53.43% | 1 month | 2 months ago | $273.28 | $346.33 | +16.39% |
BUY SHOP x2 | +21.84% | 1 month | 2 months ago | $114.49 | $126.9946 | -8.97% |
 BUY PDD x2 | -7.83% | 2 months | 2 months ago | $101.305 | $97.3401 | -12.61% |
 BUY SNY x2 | -40.95% | 1 year | 2 months ago | $55.0525 | $43.78 | +1.37% |
SELL PRAA | -24.79% | 27 days | 2 months ago | $17.63 | $22 | -31.64% |
 SELL WAY | +11.45% | 28 days | 2 months ago | $23.8062 | $21.08 | -4.08% |
 SELL AMBA | -42.99% | 1 month | 2 months ago | $49.5474 | $70.8499 | +1.69% |
SELL AMBA | -38.06% | 28 days | 2 months ago | $51.19 | $70.675 | +1.95% |
BUY PDD x2 | -5.72% | 1 month | 2 months ago | $100.455 | $97.59 | -12.83% |
 SELL SSYS.US | -11.23% | 27 days | 2 months ago | $8.01 | $8.91 | +7.3% |
SELL SG | -26.27% | 27 days | 2 months ago | $5.4803 | $6.9199 | +6.5% |
BUY CDNS x2 | +73.39% | 1 year | 2 months ago | $253.1893 | $346.11 | +16.47% |
 SELL TDUP | -20.84% | 27 days | 2 months ago | $3.6436 | $4.4031 | +9.01% |
SELL TDUP | -21.07% | 27 days | 2 months ago | $3.63 | $4.395 | +9.22% |
BUY SNY x2 | -33.08% | 11 months | 2 months ago | $52.4686 | $43.79 | +1.35% |
 BUY REGN x2 | -15.25% | 28 days | 2 months ago | $764.105 | $705.95 | -12.13% |
 BUY ORLY x2 | +13.46% | 1 month | 2 months ago | $91.26 | $97.411 | -9.25% |
BUY ADP x2 | +11% | 1 month | 2 months ago | $202.9749 | $214.145 | +6.6% |
 BUY VRTX x2 | +13.28% | 8 months | 2 months ago | $400.3102 | $426.8811 | -0.67% |
 BUY CME x2 | -6.08% | 1 month | 2 months ago | $297.065 | $288.04 | -12.16% |
 SELL SWBI | -7.69% | 28 days | 2 months ago | $14.57 | $15.69 | -3.31% |
SELL CNXC | +8.36% | 28 days | 2 months ago | $27.18 | $24.905 | +14.72% |
SELL RXST | -25.33% | 1 month | 2 months ago | $5.9502 | $7.4567 | -31.61% |
BUY ADP x2 | -67.99% | 11 months | 2 months ago | $324.2456 | $214 | +6.67% |
 SELL WOOF | -6.97% | 28 days | 2 months ago | $2.661 | $2.8466 | +0.65% |
BUY VRTX x2 | -7.63% | 1 month | 2 months ago | $443.9524 | $426.955 | -0.69% |
 SELL GTX.US | -39.88% | 28 days | 2 months ago | $18.2555 | $25.5355 | +28.68% |
 BUY ABNB x2 | +27.9% | 1 month | 2 months ago | $123.8202 | $141.09 | -5.31% |
SELL WOOF | -6.77% | 28 days | 2 months ago | $2.66 | $2.84 | +0.88% |
 SELL MSTR | -44.04% | 28 days | 2 months ago | $125.0873 | $180.18 | -29.96% |
 BUY ROST x2 | +6% | 28 days | 2 months ago | $220.5813 | $227.1995 | -0.08% |
 SELL UPST | -23.35% | 28 days | 2 months ago | $26.5174 | $32.7088 | -1.34% |
 BUY EQIX x2 | +23.75% | 1 month | 2 months ago | $972.3205 | $1087.8 | -2% |
 BUY MDLZ x2 | +15.06% | 1 month | 2 months ago | $57.1099 | $61.41 | -0.78% |
BUY SHOP x2 | -12.3% | 3 months | 2 months ago | $135.5738 | $127.235 | -9.14% |
SELL NNDM | -12.42% | 1 month | 2 months ago | $1.69 | $1.8998 | -14.2% |
BUY REGN x2 | -15.39% | 5 months | 2 months ago | $765.3663 | $706.47 | -12.2% |
SELL WAY | +11.63% | 28 days | 2 months ago | $23.77 | $21.0044 | -3.73% |
 SELL QFIN | -5.3% | 1 month | 2 months ago | $12.7505 | $13.4263 | +13.88% |
BUY SHOP x2 | +56.78% | 1 year | 2 months ago | $99.1466 | $127.2942 | -9.19% |
 BUY MAR x2 | +31.8% | 5 months | 2 months ago | $304.2357 | $352.615 | +5.81% |
 SELL SOFI | -2.18% | 28 days | 2 months ago | $16.2601 | $16.615 | +1.84% |
 SELL RUN | +4.01% | 28 days | 2 months ago | $13.5718 | $13.0275 | +13.76% |
BUY ORLY x2 | -6.21% | 9 months | 2 months ago | $100.761 | $97.63 | -9.45% |
SELL QFIN | -1.6% | 28 days | 2 months ago | $13.21 | $13.42 | +13.93% |
SELL FOXF | -7.7% | 28 days | 2 months ago | $16.32 | $17.5769 | +0.98% |
SELL SSYS.US | -11.3% | 27 days | 2 months ago | $8.0104 | $8.9155 | +7.23% |
SELL TTAN | -0.51% | 1 month | 2 months ago | $62.6298 | $62.9474 | +18.08% |
BUY MAR x2 | +17.67% | 1 month | 2 months ago | $323.8 | $352.3664 | +5.88% |
BUY ADP x2 | -56.68% | 8 months | 2 months ago | $298.9678 | $214.2488 | +6.54% |
 SELL PTON | -12.08% | 28 days | 2 months ago | $4.7016 | $5.2695 | +17.09% |
SELL RXST | -11.4% | 28 days | 2 months ago | $6.7 | $7.4637 | -31.67% |
SELL SWBI | -7.76% | 28 days | 2 months ago | $14.5595 | $15.6896 | -3.31% |
 SELL QS | -19.5% | 1 month | 2 months ago | $6.1506 | $7.35 | +23.54% |
SELL RXST | -25.31% | 1 month | 2 months ago | $5.9475 | $7.4531 | -31.57% |
SELL UPST | -31.96% | 1 month | 2 months ago | $24.8023 | $32.7303 | -1.41% |
BUY SBUX x2 | +39.58% | 1 month | 2 months ago | $88.255 | $105.725 | -10.88% |
 SELL TPG | -18.53% | 28 days | 2 months ago | $38.41 | $45.5274 | -7.42% |
SELL QS | -13.79% | 28 days | 2 months ago | $6.455 | $7.345 | +23.62% |
SELL FRSH | -10.75% | 1 month | 2 months ago | $8.09 | $8.96 | +7.03% |
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.03% | Nov 2021 | Jul 2025 | 44 |
-24.56% | Sep 2018 | Feb 2019 | 5 |
-12.81% | Nov 2025 | May 2026 | 6 |
-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 |
-0.82% | Aug 2025 | Sep 2025 | 1 |
Performance Metrics
Score 6/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.11
1.11
0
1
2
3
3
Jensen's Alpha
3.11
3.11
-2
0
2
4.5
4.5
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.17
1.17
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.11
1.11
0
1
2
3
3
Jensen's Alpha
3.11
3.11
-2
0
2
4.5
4.5
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.17
1.17
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology43.01%
- 🖥️ Technology Services30.52%
- 🚗 Consumer Durables6.02%
- 🧬 Health Technology5.76%
- 🛠️ Producer Manufacturing4.51%
- 💵 Cash3.18%
- 🛍️ Retail Trade1.24%
- 🪨 Non Energy Minerals1.2%
- 🧪 Process Industries1.16%
- 🚚 Transportation1.08%
- 🏥 Health Services0.97%
- 💰 Finance0.96%
- 💇♀️ Consumer Services0.49%
- 📡 Communications0.25%
- 🍞 Consumer Non Durables0.2%
- ⚡ Utilities0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq97.49%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States92.58%
- 🇬🇧 United Kingdom1.48%
- 🇨🇭 Switzerland1.05%
- 🇳🇱 Netherlands1.02%
- 🇸🇬 Singapore0.56%
- 🇦🇺 Australia0.52%
- 🇰🇾 Cayman Islands0.27%
Dividends
Dividend Yield
0.13%
29 out of 80 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CMCSA (5.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
MSFT | 0.03% | 0.95% | $3 |
QCOM | 0.02% | 2.15% | $3.25 |
AVGO | 0.01% | 0.67% | $19.7 |
NVDA | 0.01% | 0.14% | $0.02 |
AAPL | 0.01% | 0.32% | $0.97 |
 CMCSA | 0.01% | 5.92% | $1.2 |
META | 0.01% | 0.35% | $1 |
PEP | 0.01% | 4.21% | $5.15 |
CSCO | 0.01% | 1.45% | $1.58 |
WMT | 0.01% | 0.9% | $0.81 |
 TMUS | 0.01% | 2.27% | $1.95 |
 MCHP | 0.01% | 2.31% | $1.75 |
ADI.US | 0% | 1.12% | $3.56 |
GOOG | 0% | 0.27% | $0.2 |
 NXPI | 0% | 1.51% | $4.06 |
COST | 0% | 0.59% | $19.22 |
 MU | 0% | 0.06% | $0.46 |
ASML | 0% | 0.43% | $5.57 |
 BKNG | 0% | 0.91% | $17.5 |
AMAT | 0% | 0.37% | $1.44 |
 MRVL | 0% | 0.12% | $0.24 |
 STX.US | 0% | 0.35% | $2.8 |
KLAC | 0% | 0.38% | $5.65 |
 INTU | 0% | 1.62% | $3.6 |
 MPWR | 0% | 0.53% | $4.5 |
 CEG | 0% | 0.59% | - |
 WDC | 0% | 0.1% | - |
 TER | 0% | 0.14% | $0.46 |
 AUGO | -0.05% | -4.11% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
WMT | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT | Pay Day | Sep 8, 2026 | $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