OutSmartNSDQ's Factsheet • November 30, 2025
NOVEMBER
-0.67%
YEAR TO DATE
+18.48%
1 YEAR
+18.48%
5 YEARS
+36.35%
ANNUALIZED RETURN
+17.71%
TRACK RECORD
8.3 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
3,003
Assets Under Copy
$5M+
Risk Score
3
Type
Smart Portfolio
Copiers
3,003
Assets Under Copy
$5M+
Risk Score
3
Trades
Most Traded
+58Win Rate
Trade Stats
Average Profit: +29.31%
Average Duration: 95 days
Long Positions: 77%
Average Leverage: 1.77x
Trades during November 2025
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
 BUY HOOD x2 | +82.93% | 3 months | 1 month ago | $102.9943 | $145.7011 | -14.5% |
 SELL PAA | +5.08% | 1 month | 1 month ago | $17.1841 | $16.3145 | +7.21% |
BUY SNY x2 | -8.32% | 5 months | 1 month ago | $52.4686 | $50.2845 | -0.67% |
 BUY PLTR x2 | +290.93% | 7 months | 1 month ago | $83.0436 | $203.8526 | -17.08% |
 BUY APP x2 | +172.54% | 4 months | 1 month ago | $339.2923 | $632.0031 | +0.14% |
 BUY CRWD x2 | +108.83% | 7 months | 1 month ago | $355.7127 | $549.2009 | -7.1% |
 BUY COIN x2 | +18.37% | 2 months | 1 month ago | $308.4792 | $336.7954 | -21.68% |
 BUY MRVL x2 | +19.63% | 1 month | 1 month ago | $83.8249 | $92.0576 | +1.44% |
 BUY SNPS x2 | -17.9% | 1 month | 1 month ago | $483.7112 | $440.4384 | +1.37% |
 BUY CDNS x2 | +65.13% | 7 months | 1 month ago | $253.1893 | $335.6957 | -7.65% |
 BUY KLAC x2 | +162.93% | 7 months | 1 month ago | $669.3927 | $1214.6552 | -5.51% |
 BUY EQIX x2 | +9.38% | 1 month | 1 month ago | $790.5741 | $827.7065 | -11.38% |
 BUY ADI x2 | +37.26% | 7 months | 1 month ago | $197.4057 | $234.2281 | +13.78% |
 BUY ISRG x2 | +17.1% | 7 months | 1 month ago | $488.9424 | $530.8426 | +7% |
 BUY ASML x2 | +123.25% | 7 months | 1 month ago | $660.2117 | $1067.0572 | +1.86% |
 BUY AVGO x2 | +243.31% | 7 months | 1 month ago | $164.2501 | $364.0665 | +7.15% |
 BUY VRTX x2 | +11.15% | 2 months | 1 month ago | $400.3102 | $422.6651 | +0.69% |
 BUY SHOP x2 | +150.84% | 6 months | 1 month ago | $99.1466 | $173.9171 | -13.34% |
 BUY LRCX x2 | +247.55% | 7 months | 1 month ago | $71.4571 | $159.8997 | -2.56% |
 BUY MELI x2 | +43.88% | 7 months | 1 month ago | $1934.3276 | $2358.457 | -12.4% |
 BUY AMD x2 | +330.64% | 6 months | 1 month ago | $96.4579 | $255.9228 | -13.42% |
BUY QCOM x2 | +38.49% | 7 months | 1 month ago | $151.3422 | $180.463 | -6.68% |
 BUY HON x2 | -15.94% | 2 months | 1 month ago | $216.5937 | $199.3405 | -4.96% |
BUY COST x2 | -5.9% | 2 months | 1 month ago | $940.7291 | $913.0192 | -0.33% |
 BUY NTES x2 | +12.02% | 4 months | 1 month ago | $133.0293 | $141.0281 | +2.78% |
 BUY ARM x2 | +127.87% | 7 months | 1 month ago | $104.4984 | $171.3025 | -20.9% |
BUY AMGN x2 | +6.61% | 2 months | 1 month ago | $286.4367 | $295.9293 | +13.65% |
 BUY NVDA x2 | +185.79% | 7 months | 1 month ago | $107.4806 | $207.322 | -12.59% |
 BUY MU x2 | +406.17% | 6 months | 1 month ago | $77.2191 | $234.0311 | +2.47% |
BUY NFLX x2 | +41.53% | 7 months | 1 month ago | $918.2486 | $1109.0042 | -90.13% |
 BUY ADBE x2 | -4.79% | 2 months | 1 month ago | $345.4459 | $337.1935 | -3.97% |
 BUY TSLA x2 | +152.9% | 7 months | 1 month ago | $267.3175 | $471.678 | -8.49% |
BUY CSCO x2 | +42.68% | 7 months | 1 month ago | $61.3783 | $74.4782 | +2.03% |
 BUY MSFT x2 | +1.84% | 1 month | 1 month ago | $515.6905 | $520.4301 | -6.47% |
 BUY META x2 | -22.1% | 2 months | 1 month ago | $738.5885 | $656.9648 | -1.9% |
BUY SNY x2 | +13.04% | 3 months | 1 month ago | $47.2508 | $50.3344 | -0.76% |
BUY SNY x2 | +19.27% | 1 month | 1 month ago | $45.9099 | $50.3344 | -0.76% |
BUY SNY x2 | +1.3% | 2 months | 1 month ago | $50.0049 | $50.3344 | -0.76% |
BUY PLTR x2 | +53.29% | 2 months | 1 month ago | $160.7342 | $203.5642 | -16.96% |
BUY CRWD x2 | +68.27% | 2 months | 1 month ago | $409.0842 | $548.6957 | -7.01% |
BUY CDNS x2 | -5.03% | 2 months | 1 month ago | $344.7564 | $336.1113 | -7.77% |
BUY KLAC x2 | +89.83% | 2 months | 1 month ago | $839.1858 | $1215.8934 | -5.6% |
BUY ADI x2 | +10.19% | 3 months | 1 month ago | $222.8739 | $234.2181 | +13.79% |
BUY ADI x2 | -11.09% | 2 months | 1 month ago | $247.9314 | $234.2181 | +13.79% |
BUY ISRG x2 | +28.15% | 2 months | 1 month ago | $464.7955 | $530.223 | +7.12% |
BUY ISRG x2 | +18.38% | 3 months | 1 month ago | $485.6285 | $530.2281 | +7.12% |
BUY AVGO x2 | +41.51% | 2 months | 1 month ago | $302.0657 | $364.7648 | +6.95% |
BUY VRTX x2 | -12.11% | 5 months | 1 month ago | $449.8336 | $422.6287 | +0.7% |
BUY SHOP x2 | +48.96% | 2 months | 1 month ago | $139.9896 | $174.2682 | -13.51% |
BUY MELI x2 | -0.84% | 2 months | 1 month ago | $2362.949 | $2352.9952 | -12.2% |
BUY AMD x2 | +112.34% | 2 months | 1 month ago | $163.3186 | $255.0575 | -13.13% |
 BUY ADP x2 | -30.17% | 3 months | 1 month ago | $302.6533 | $257.0638 | -0.69% |
BUY QCOM x2 | +43.91% | 3 months | 1 month ago | $148.0117 | $180.4993 | -6.7% |
BUY QCOM x2 | +28.61% | 2 months | 1 month ago | $157.7963 | $180.3812 | -6.64% |
 BUY BKNG x2 | -14.84% | 3 months | 1 month ago | $5411.085 | $5009.4745 | -2.27% |
BUY HON x2 | -18.64% | 3 months | 1 month ago | $220.024 | $199.5276 | -5.05% |
 BUY GILD x2 | +12.82% | 2 months | 1 month ago | $113.1395 | $120.3891 | +3.07% |
BUY GILD x2 | +16.95% | 5 months | 1 month ago | $110.9763 | $120.3891 | +3.07% |
BUY COST x2 | -8.82% | 3 months | 1 month ago | $954.4564 | $912.3272 | -0.26% |
BUY COST x2 | -19.51% | 5 months | 1 month ago | $1011.1824 | $912.5068 | -0.27% |
BUY COST x2 | +0.25% | 1 month | 1 month ago | $910.9678 | $912 | -0.22% |
BUY ARM x2 | +56.87% | 2 months | 1 month ago | $133.2549 | $171.1429 | -20.83% |
BUY AMGN x2 | +9.01% | 5 months | 1 month ago | $282.8937 | $295.6322 | +13.77% |
BUY AMGN x2 | -1.23% | 3 months | 1 month ago | $297.4755 | $295.6392 | +13.76% |
BUY AMGN x2 | +16.59% | 1 month | 1 month ago | $272.8987 | $295.566 | +13.79% |
BUY NVDA x2 | +40.27% | 2 months | 1 month ago | $171.9216 | $206.5365 | -12.26% |
BUY NFLX x2 | -17.08% | 2 months | 1 month ago | $1213.5317 | $1109.9241 | -90.13% |
BUY NFLX x2 | -10.41% | 3 months | 1 month ago | $1170.837 | $1109.9027 | -90.13% |
BUY ADBE x2 | -6.48% | 3 months | 1 month ago | $348.3252 | $337.0212 | -3.92% |
BUY TSLA x2 | +78.5% | 2 months | 1 month ago | $337.0593 | $469.3449 | -8.03% |
BUY CSCO x2 | +19.85% | 2 months | 1 month ago | $67.6914 | $74.4088 | +2.13% |
BUY CSCO x2 | +35.74% | 5 months | 1 month ago | $63.1346 | $74.4082 | +2.13% |
 SELL GPRE | -13.13% | 1 month | 1 month ago | $9.1362 | $10.3355 | -1.02% |
 SELL CEG | -15.15% | 1 month | 1 month ago | $332.2908 | $382.6231 | -5.9% |
 SELL CSWC | +8.33% | 1 month | 1 month ago | $22.1966 | $20.3505 | +5.16% |
 BUY AZN.L x2 | +4.54% | 2 months | 1 month ago | $12148.2 | $12431.32 | +10.98% |
BUY AZN.L x2 | +24.41% | 3 months | 1 month ago | $11060.57 | $12431.32 | +10.98% |
 BUY MDLZ x2 | -11.86% | 2 months | 1 month ago | $60.5908 | $56.9944 | -1.25% |
SELL CSWC | +11.48% | 2 months | 1 month ago | $22.8656 | $20.2404 | +5.73% |
 SELL IRDM | -8.52% | 1 month | 1 month ago | $17.4338 | $18.9184 | -13.1% |
BUY AZN.L x2 | +23.61% | 1 month | 1 month ago | $11092.62 | $12431.32 | +10.98% |
 SELL CPRX | -11.39% | 1 month | 1 month ago | $19.4286 | $21.6413 | +4.85% |
 SELL LYFT | +5.78% | 1 month | 1 month ago | $22.2044 | $20.921 | +3.01% |
 SELL PDD | -3.32% | 1 month | 1 month ago | $131.3626 | $135.7333 | -12.62% |
BUY AMZN x2 | +24.17% | 2 months | 1 month ago | $227.1857 | $254.6396 | -7.32% |
SELL PDD | -11.63% | 2 months | 1 month ago | $121.5873 | $135.7333 | -12.62% |
SELL AAPL | -29.05% | 3 months | 1 month ago | $206.8592 | $266.9398 | +6.02% |
BUY MDLZ x2 | -20.49% | 3 months | 1 month ago | $63.4613 | $56.9603 | -1.19% |
 BUY TMUS x2 | -38.1% | 2 months | 1 month ago | $253.6199 | $205.3015 | +0.65% |
 SELL GOOG | -13.35% | 1 month | 1 month ago | $248.3416 | $281.4949 | +12.38% |
SELL AAPL | -5.21% | 1 month | 1 month ago | $253.7388 | $266.9599 | +6.01% |
 SELL PEP | -3.9% | 1 month | 1 month ago | $139.9909 | $145.451 | +2.67% |
 SELL INTC | -15.88% | 1 month | 1 month ago | $34.6412 | $40.1423 | +1.14% |
 BUY FISV x2 | -99.75% | 1 month | 1 month ago | $130.2351 | $65.2819 | -3.96% |
 SELL AMAT | -50.64% | 2 months | 1 month ago | $156.0717 | $235.1088 | +8.68% |
 BUY CTAS x2 | -24.15% | 2 months | 1 month ago | $205.2875 | $180.4988 | +2.44% |
 SELL GRAB | -0.01% | 1 month | 1 month ago | $6.001 | $6.0016 | -12.19% |
BUY TMUS x2 | -28.6% | 1 month | 1 month ago | $239.5388 | $205.2816 | +0.66% |
 BUY ABNB x2 | -0.73% | 2 months | 1 month ago | $126.314 | $125.8609 | -5.79% |
BUY AMZN x2 | +72.13% | 6 months | 1 month ago | $187.0606 | $254.5231 | -7.28% |
 SELL GCT | +4.28% | 1 month | 1 month ago | $29.5056 | $28.2423 | +34.9% |
BUY MDLZ x2 | -31.67% | 7 months | 1 month ago | $67.7515 | $57.0243 | -1.31% |
 SELL RDNT | +0.93% | 1 month | 1 month ago | $76.3952 | $75.6834 | +5.72% |
 SELL KHC | +6.63% | 1 month | 1 month ago | $25.7659 | $24.059 | +5.16% |
 BUY MAR x2 | -6.31% | 1 month | 1 month ago | $267.691 | $259.2406 | +16.58% |
SELL AMAT | -12.47% | 1 month | 1 month ago | $209.0453 | $235.1215 | +8.67% |
BUY ABNB x2 | -6.84% | 3 months | 1 month ago | $130.3505 | $125.868 | -5.8% |
SELL AAPL | -25.94% | 4 months | 1 month ago | $212.1912 | $267.2404 | +5.9% |
 SELL JD.US | +7.19% | 1 month | 1 month ago | $35.2801 | $32.7426 | -9.26% |
 BUY MSTR x2 | -36.09% | 1 month | 1 month ago | $323.9851 | $265.5279 | -34.41% |
BUY ABNB x2 | -13.88% | 4 months | 1 month ago | $135.2214 | $125.8332 | -5.77% |
BUY CTAS x2 | -24.11% | 7 months | 1 month ago | $204.9971 | $180.2891 | +2.56% |
 SELL UAL | +11.34% | 2 months | 1 month ago | $107.237 | $95.0803 | +6.65% |
BUY AMZN x2 | +38.89% | 3 months | 1 month ago | $213.1749 | $254.6175 | -7.31% |
SELL AAPL | -32.97% | 5 months | 1 month ago | $200.8882 | $267.1309 | +5.94% |
SELL AAPL | -12.85% | 2 months | 1 month ago | $236.7244 | $267.1515 | +5.93% |
 SELL SBUX | +3.88% | 1 month | 1 month ago | $85.1732 | $81.867 | +3.7% |
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 |
-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 |
-0.67% | Nov 2025 | - | 1 |
Performance Metrics
Score 6.2/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
4.13
4.13
-2
0
2
5
5
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
4.13
4.13
-2
0
2
5
5
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology29.21%
- 🖥️ Technology Services25.63%
- 💵 Cash6.24%
- 🧪 Process Industries5.44%
- 🚗 Consumer Durables4.37%
- 🏥 Health Services4.32%
- 📡 Communications3.31%
- 🚚 Transportation3.24%
- 💇♀️ Consumer Services3.2%
- 🧬 Health Technology3.16%
- 🍞 Consumer Non Durables2.99%
- 🛠️ Producer Manufacturing2.6%
- 🛍️ Retail Trade1.76%
- 💰 Finance1.69%
- 💼 Commercial Services1.57%
- ⚡ Utilities1.09%
- 📦 Distribution Services1.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq94.64%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States88.5%
- 🇨🇦 Canada1.56%
- 🇬🇧 United Kingdom1.45%
- 🇨🇳 China1.27%
- 🇳🇱 Netherlands0.97%
- 🇮🇪 Ireland0.37%
- 🇫🇷 France0.28%
- 🇺🇾 Uruguay0.24%
Dividends
Dividend Yield
-0.17%
42 out of 76 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $CMCSA (4.83%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.06% | 0.72% | $3 |
 AAPL | 0.04% | 0.37% | $0.97 |
 AVGO | 0.03% | 0.6% | $19.7 |
 GOOG | 0.02% | 0.26% | $0.2 |
 PEP | 0.02% | 3.88% | $5.15 |
 CSCO | 0.01% | 2.1% | $1.58 |
 AMGN | 0.01% | 2.89% | $8.76 |
 META | 0.01% | 0.31% | $1 |
 CMCSA | 0.01% | 4.83% | $1.2 |
 GILD | 0.01% | 2.61% | $3.04 |
 SNY | 0.01% | 3.23% | $1.48 |
 QCOM | 0.01% | 2.01% | $3.25 |
 SBUX | 0.01% | 2.89% | $2.24 |
 ADP | 0.01% | 2.42% | $5.45 |
 MDLZ | 0.01% | 3.48% | $1.7 |
 ASML | 0.01% | 0.57% | $5.57 |
 COST | 0.01% | 0.57% | $19.22 |
 NTES | 0% | 2.16% | $2.58 |
 EQIX | 0% | 2.53% | $16.19 |
 ADI | 0% | 1.41% | $3.56 |
 BKNG | 0% | 0.74% | $17.5 |
 LRCX | 0% | 0.62% | $8 |
 INTU | 0% | 0.67% | $3.6 |
 KLAC | 0% | 0.61% | $5.65 |
 NVDA | 0% | 0.02% | $0.02 |
 MAR | 0% | 0.9% | $2.19 |
 MU | 0% | 0.19% | $0.46 |
 REGN | 0% | 0.49% | - |
 MRVL | 0% | 0.24% | $0.24 |
 PYPL | 0% | -0.22% | - |
 CEG | 0% | -0.43% | - |
 AMAT | -0.01% | -0.66% | $-1.44 |
 JBHT | -0.01% | -0.93% | $-1.7 |
 TMUS | -0.02% | -1.75% | $-1.95 |
 MGPI | -0.02% | -1.87% | $-0.48 |
 WDFC | -0.02% | -1.97% | $-3.42 |
 POOL | -0.02% | -2.07% | $-4.5 |
 SLGN | -0.02% | -2.07% | $-0.74 |
 IRDM | -0.03% | -3.21% | $-0.53 |
 VOD | -0.04% | -3.89% | $-0.94 |
 CALM | -0.11% | -10.29% | $-1.87 |
 AGNC | -0.15% | -13.56% | $-1.44 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
AMAT | Pay Day | Dec 11, 2025 | -$0.46 |
TMUS | Pay Day | Dec 11, 2025 | -$1.02 |
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