AI Safe Value Fund

Live

Last refresh 5 Oct 2026, 22:46:02 UTC · Data as of Oct 2, 2026 · Launch 2026-04-24 · 161 days live

HTML Markdown JSONCompare this recordAutopilot client composite since launch

Official published record. Risk band MEDIUM. Maturity NASCENT. Published fields, not a suitability rating.

Published Pilot: Derek Quick. Marketplace attribution only. Legal management classification: Autopilot Advisers, LLC.

About this Portfolio

The AI Safe Value opportunity is positioned to outperform the market in a downturn, the focused recovery is across the best healthcare, and GLP1 stocks, where sentiment has pushed high quality companies to multi year or decade lows. These businesses still generate strong revenue and free cash flow, yet are priced as if their fundamentals are permanently impaired, creating a setup similar to past cycles that led to significant re-rating. This is an actively managed portfolio that I spend hours daily growing and protecting in a bear or bull market. I focus on identifying mispriced assets early with massive upside, before sentiment shifts and capital rotates back in. AI is creating massive margin recovery in overlooked defensive stocks, with healthcare as a core theme trading near dot com era relative lows despite free cash flow and AI driven efficiencies. Full thesis documentary. https://www.youtube.com/watch?v=LXqCpqUHDY0.

Marketplace Portfolio description, reproduced for identification and context. It is not a recommendation. Performance figures on this page come from the published live composite.

About Derek Quick

Derek Quick is an investor with 18 years of experience, evolving from successful day and swing trading into a long-term approach focused on identifying mispriced opportunities, uranium, nuclear energy, and deep value stocks. He is a U.S. Coast Guard veteran with over 10 years of active duty service, including military finance operations and search and rescue, jumping out of helicopters and operating motor lifeboats in 20 foot seas, while also running social media finance platforms focused on stock and market analysis. He has created many videos and documentaries on his stock thesis and produced this data online for over a decade. Through Quick’s funds he executes a concentrated, high-conviction fundamental and technical strategy across overlooked sectors, and has spent the last six years actively covering and analyzing the uranium and nuclear energy markets, and over a decade of deep value stocks trading at multi-year lows like META UNH CCL LEU DK TSLA UEC RYCEY to name a few.

Marketplace Pilot bio reproduced from the Autopilot app. Marketplace identity only. It does not change the legal management classification shown above.

These pages are for research purposes only, for humans and for agents. This is data, not a recommendation, not a ranking, and not investment advice.

1-year net

n/a

gross n/a

Sharpe

n/a

Sharpe is annualised from 162 daily observations over 161 days. Ratios from short samples are unstable and should not be compared to ratios from multi-year histories.

Sortino

n/a

Max drawdown

-22.2%

Ann. volatility

23.7%

Days live

161

AUM

$37.0k

Performance disclaimer

The performance data presented reflects the aggregated results of actual client portfolios managed by the Registered Investment Adviser (RIA), based on the trading activity in the securities contained in the relevant portfolio over the specified period. If fewer than 10 clients are invested in the portfolio, the data represents the aggregate performance of all clients following this strategy. Actual investor outcomes can vary due to factors like brokerage support for fractional shares, account size, trade timing, fees, and taxes, and past performance should not be interpreted as a guarantee of future results or typical of all portfolios. Performance figures are shown before Pilot subscription amounts. Autopilot does not charge an advisory fee.

"Autopilot" refers to Autopilot Holdings Corp and Autopilot Advisers, LLC, an SEC-registered investment adviser. Investing carries risk-including possible loss of principal-and past performance is not indicative of future results. Figures current as of 10/02/26. Performance shown reflects the period from 9/25/26 - 10/02/26. AI Safe Value Fund: past week -2.0%; since inception (4/24/26) -1.1%. No Autopilot advisory fee is deducted; representative client-account sample (all accounts if fewer than 10 clients). Not a recommendation. View important info at joinautopilot.com/disclaimer.

Primary periods

Net is the default display. Period end is data as-of 2026-10-02.
Period	Net	Gross
1 year: n/a — launched 2026-04-24	n/a	n/a
5 year: n/a — launched 2026-04-24	n/a	n/a
10 year: n/a — launched 2026-04-24	n/a	n/a
Since Autopilot inception (2026-04-24)	-1.1%	-1.1%

No benchmark comparison is published for this Portfolio.

Based on all time performance. Past performance doesn't guarantee future results.

Risk

CAGR net

n/a

CAGR gross

n/a

23.7%

n/a

32.7%

-9.4%

n/a

Equity curve

Downsampled published curve, not the daily-return tape. 151 points from 162 daily observations. Official max drawdown is the daily-series field, not this chart.

Equity curve data table (151 points)

Downsampled equity curve (cumulative return from Autopilot launch). Official max drawdown is the daily-series field, not this table.
Date	Cumulative return
2026-04-24	0
2026-04-25	0.00679
2026-04-26	0.00678
2026-04-27	0.00559
2026-04-28	0.02476
2026-04-29	0.03629
2026-04-30	0.04674
2026-05-01	0.04597
2026-05-02	0.04595
2026-05-03	0.04594
2026-05-04	0.04711
2026-05-05	0.03511
2026-05-06	0.06216
2026-05-08	0.08951
2026-05-09	0.0895
2026-05-10	0.08948
2026-05-11	0.08843
2026-05-12	0.15222
2026-05-13	0.15753
2026-05-14	0.14225
2026-05-15	0.12724
2026-05-16	0.12722
2026-05-17	0.12721
2026-05-18	0.13568
2026-05-19	0.13991
2026-05-21	0.09665
2026-05-22	0.11895
2026-05-23	0.11893
2026-05-24	0.11891
2026-05-25	0.1189
2026-05-26	0.08155
2026-05-27	0.0973
2026-05-28	0.10873
2026-05-29	0.11787
2026-05-30	0.11786
2026-05-31	0.11784
2026-06-01	0.10013
2026-06-02	0.07693
2026-06-04	0.09914
2026-06-05	0.0887
2026-06-06	0.08868
2026-06-07	0.08867
2026-06-08	0.10836
2026-06-09	0.12857
2026-06-10	0.12431
2026-06-11	0.12393
2026-06-12	0.1361
2026-06-13	0.13608
2026-06-14	0.13607
2026-06-15	0.13578
2026-06-17	0.10176
2026-06-18	0.0991
2026-06-19	0.09909
2026-06-20	0.09907
2026-06-21	0.09906
2026-06-22	0.13582
2026-06-23	0.14788
2026-06-24	0.14746
2026-06-25	0.1679
2026-06-26	0.20472
2026-06-27	0.20471
2026-06-28	0.20469
2026-06-29	0.20659
2026-07-01	0.2589
2026-07-02	0.25504
2026-07-03	0.25503
2026-07-04	0.25501
2026-07-05	0.255
2026-07-06	0.20525
2026-07-07	0.21562
2026-07-08	0.19642
2026-07-09	0.20925
2026-07-10	0.20543
2026-07-11	0.20541
2026-07-12	0.20539
2026-07-14	0.20085
2026-07-15	0.19267
2026-07-16	0.20513
2026-07-17	0.19689
2026-07-18	0.19687
2026-07-19	0.19685
2026-07-20	0.18631
2026-07-21	0.19764
2026-07-22	0.16918
2026-07-23	0.15549
2026-07-24	0.17123
2026-07-25	0.17122
2026-07-26	0.1712
2026-07-28	0.20395
2026-07-29	0.21034
2026-07-30	0.21097
2026-07-31	0.15329
2026-08-01	0.15328
2026-08-02	0.15326
2026-08-03	0.15389
2026-08-04	0.11275
2026-08-05	0.12816
2026-08-06	0.12632
2026-08-07	0.14952
2026-08-08	0.14951
2026-08-10	0.15767
2026-08-11	0.13798
2026-08-12	0.13676
2026-08-13	0.12876
2026-08-14	0.12253
2026-08-15	0.12252
2026-08-16	0.1225
2026-08-17	0.09833
2026-08-18	0.105
2026-08-19	0.10564
2026-08-20	0.0947
2026-08-21	0.11038
2026-08-22	0.11036
2026-08-24	0.13485
2026-08-25	0.15592
2026-08-26	0.16008
2026-08-27	0.12281
2026-08-28	0.11729
2026-08-29	0.11728
2026-08-30	0.11726
2026-08-31	0.10525
2026-09-01	0.10685
2026-09-02	0.13106
2026-09-03	0.14679
2026-09-04	0.14352
2026-09-06	0.14349
2026-09-07	0.14348
2026-09-08	0.12905
2026-09-09	0.11307
2026-09-10	0.05694
2026-09-11	0.05149
2026-09-12	0.05148
2026-09-13	0.05146
2026-09-14	0.06731
2026-09-15	0.04213
2026-09-16	0.03443
2026-09-17	0.04985
2026-09-18	0.05375
2026-09-20	0.05372
2026-09-21	0.02177
2026-09-22	0.01636
2026-09-23	0.00075
2026-09-24	0.00623
2026-09-25	0.00891
2026-09-26	0.00889
2026-09-27	0.00888
2026-09-28	0.00775
2026-09-29	0.00286
2026-09-30	0.00141
2026-10-01	-0.00845
2026-10-02	-0.01123

Holdings

Holdings shown are the largest 1 positions by current weight as of 2026-10-05T22:46:02.656034Z. This is not a list of best-performing positions. Holdings change over time. This is not the complete holdings book; concentration figures are calculated on the positions shown and are labeled partial.

Largest N by current weight. Not a list of best-performing positions.
Ticker	Company	Weight
NVO	Novo-Nordisk A/S	100.0%

Concentration partial. HHI n/a.

Fees

Current subscription

Current Derek Quick's Team - Full Access plans for this Pilot. Same price for every Portfolio under this Pilot. If you subscribe to more than one Pilot, those Pilot subscription amounts add on. 5:00 AM America/New_York snapshot, held until the next rebuild. Not part of the published fact-sheet record used for net returns.
Plan	Amount	Billed
Quarterly	$80.00	every 3 months
Yearly	$275.00	every year

The current subscription for this Pilot, Derek Quick, is $275.00 per year as of 2026-10-05. Autopilot does not charge an advisory fee on top of that subscription. If you subscribe to more than one Pilot, those subscription amounts add. Pilot subscriptions are not deducted from the published return figures.

Autopilot does not charge an advisory fee and does not charge an AUM fee. The price to follow a Pilot is that Pilot's subscription. If you subscribe to more than one Pilot, those subscription amounts add. Pilot subscriptions are not deducted from the published return figures. Account minimum omitted (unconfirmed_omitted).

Record notes

Autopilot client composite since launch means the time-weighted return of actual Autopilot client accounts that follow this Portfolio, measured only from the date the strategy launched on Autopilot. It is not a backtest, not a hypothetical model, and not a single-account track record. When at least 10 clients follow the strategy, the composite is the 10 oldest follower accounts, equal-weighted. If fewer than 10 clients are invested, the data represents all clients following this strategy.

All figures are as of 2026-10-02.

Published returns do not deduct an Autopilot advisory fee. Autopilot does not charge an advisory fee or an AUM fee. Pilot subscriptions are not deducted from these figures. Broker-dealer transaction costs, fund expenses, and taxes are not deducted either.

Sharpe ratio, risk-free rate assumed 0%. Sortino uses the same zero risk-free-rate assumption.

This Portfolio is created and managed by Autopilot Advisers, LLC as part of our advisory services, which are general and impersonal in nature and are not personalized advice. AI Safe Value does not manage this Portfolio and has no relationship with Autopilot or its clients. Autopilot retains the full platform fee attributable to Autopilot Portfolios, which creates a potential conflict because Autopilot may have an incentive to favor Autopilot Portfolios over Third-Party Pilot Portfolios. Autopilot may terminate this Portfolio at any time.

161 days live; -1.1% observed-period return; short-history metrics are not comparable to mature strategies

Official max drawdown is the published daily-series field. It is not read from the downsampled sparkline. Worst month and recovery are withheld when that curve does not reproduce the official drawdown.

1-year, 5-year, and 10-year at equal prominence. Missing long windows are labeled n/a with the Autopilot launch date. Since Autopilot inception fills the comparison. Gross and net use the same window. Past week, YTD, 1-month, and 3-month are supplemental. The 7-day window in the performance disclaimer describes the past-week figure. Sharpe, CAGR, and the official series remain Autopilot launch through as-of.

Autopilot does not charge an advisory fee and does not charge an AUM fee. The price to follow a Pilot is that Pilot's subscription. If you subscribe to more than one Pilot, those subscription amounts add. They are not deducted from the published return figures. Broker-dealer transaction fees, wire fees, margin costs, and fund expense ratios are charged by your broker-dealer. See Form ADV Part 2A and Form CRS. Specific terms are in the Investment Advisory Agreement.

When at least 10 clients follow the strategy: time-weighted return composite of the 10 oldest follower accounts, equal-weighted across accounts. If fewer than 10 clients are invested, the aggregate of all clients following the strategy is used. Money-weighted returns are rejected. This is not a single-account track record and not a backtest.

Accounts in composite: 10. The 10-oldest-follower cohort selects accounts that did not churn; n=10 is a small-sample estimator with real noise. Per-follower breakdown is not exposed.

Rebalance: not disclosed. Rebalance cadence is not independently structured.

Supplemental periods

Supplemental. Not larger than the primary row.
Period	Net	Gross
past week	-2.0%	-2.0%
ytd	n/a	n/a
three month	-21.3%	-21.3%
one month	-12.7%	-12.7%

Published values

Same decimals as JSON / Markdown
Field	Value	Status
sharpe	n/a	insufficient_history (insufficient_history_annualised_ratio)
sortino	n/a	insufficient_history (insufficient_history_annualised_ratio)
one_year_net	n/a	n/a (launched_after_period_start)
one_year_gross	n/a	n/a (launched_after_period_start)
one_week_net	-0.02017	ok
one_week_gross	-0.02017	ok
all_time_net	-0.01123	ok
all_time_gross	-0.01123	ok
cagr_net	n/a	insufficient_history (INSUFFICIENT_HISTORY)
cagr_gross	n/a	insufficient_history (INSUFFICIENT_HISTORY)
max_drawdown	-0.2217	ok
ann_vol	0.236778	ok

Important disclosures

Material risks

Investing in this strategy can result in loss of principal. Returns are volatile and drawdowns can be larger than the published maximum. Holdings may be concentrated in a small number of names or sectors. Liquidity, turnover, taxes, and trade timing can cause an individual account to differ from the published composite. Creator dependence and disclosure or reporting lag apply to Portfolios inspired by publicly disclosed trading activity. The composite uses a small sample (n=10 when at least 10 clients follow; all clients when fewer). Options, margin, or leverage, if present in underlying holdings, increase risk. Past performance does not guarantee future results.

This site publishes performance data about Portfolios available on Autopilot. It does not rank, recommend, or select Portfolios for any person, and it does not assess whether any Portfolio is suitable for you. Suitability is assessed only inside the Autopilot app, based on your Client Questionnaire responses.

Any investment advice, strategies, or recommendations are provided solely by Autopilot Advisers through the Autopilot app. Autopilot Holdings does not provide investment advice and is not responsible for the accuracy, completeness, or timeliness of any investment advice given by Autopilot Advisers.

Legal, conflict, and limitation disclosures

The information provided on this website and through the Autopilot app is for informational purposes only. Autopilot Holdings Corporation ("Autopilot Holdings") is not an investment adviser and does not provide investment advice. Any investment advice is generated and managed by Autopilot Advisers, LLC ("Autopilot Advisers"; together with Autopilot Holdings, "Autopilot"), which is an investment adviser registered with the Securities and Exchange Commission (SEC). This Fact Sheets site publishes live-composite performance data. It is not investment advice.

This information is provided by Autopilot for educational and illustrative purposes only and is not a recommendation, an offer to sell or the solicitation to buy any security. Autopilot relies on information from various sources believed to be reliable, including information from Clients, Pilots and other third parties, but cannot guarantee the accuracy or completeness of that information. Autopilot does not provide tax or legal advice and you are encouraged to consult with professionals before making investment decisions.

Investing in securities involves significant risk, including the risk of loss of principal. Past performance does not guarantee future results, and there can be no assurance that any investment strategy or security will meet its objectives or achieve any specific financial outcome. You should only invest risk capital that you can afford to lose without impacting your financial stability. Carefully consider your individual financial situation, investment goals, and risk tolerance before making any investment decisions.

You should consult with a qualified financial advisor, attorney, or tax professional regarding your personal financial situation, investment objectives, and any potential legal or tax implications before making any investment decisions. Autopilot does not provide legal or tax advice.

Autopilot, its affiliates, and employees disclaim any and all liability for any losses or damages arising from actions taken or reliance placed on the information provided on this website or through the Autopilot app. This includes, but is not limited to, losses related to the purchase or sale of securities or other financial instruments, changes in market conditions, or any other investment outcomes.

No representation is made that any investment strategy, security, or financial product discussed on this website or through the Autopilot app will be profitable or suitable for any particular individual. The content provided is based on sources believed to be reliable but is not guaranteed to be accurate, complete, or timely.

Autopilot may have affiliations with other financial institutions or services, which may affect the content presented or recommendations provided by Autopilot Advisers. Please review Autopilot Advisers' Form ADV Part 2A for detailed information about their services, fees, and potential conflicts of interest. For more information about Autopilot Advisers, view the SEC registration documents on IAPD.

Autopilot is not affiliated with, sponsored, or endorsed by the companies listed, described, or featured on its site. Company logos or trademarks used do not imply endorsement and are the property of their respective owners.

Client account holdings are designed to track the Portfolio you've selected, but your actual holdings and performance may differ from the Portfolio due to execution timing, market conditions, brokerage capacity constraints, fractional share availability, and other factors outside Autopilot's control.

The calculation and presentation of performance results on this page have not been approved or reviewed by the SEC.

Inside the Autopilot app, Autopilot Advisers provides limited investment advisory services focused on Portfolio selection and suitability assessment. Those services are not intended to replace comprehensive financial planning. This Fact Sheets site does not select Portfolios or assess suitability. We recommend consulting with a qualified financial advisor regarding your complete financial situation.

Options trading entails significant risk and is not suitable for all investors. Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk and costs. Investors must read and understand the Characteristics and Risks of Standardized Options before considering any options transaction.

AI Safe Value uses an AI tool as part of their own stock-selection process for this Portfolio. The AI tool does not advise clients, select investments for clients, or place trades. Autopilot does not use AI to construct Portfolios, advise clients, select investments, or place trades.

Autopilot Holdings Corp. ("Autopilot") has a referral arrangement with Public Holdings, Inc. ("Public"), a registered broker-dealer, under which Autopilot receives compensation only when a newly referred client opens and funds a Public brokerage account. Compensation is based on the net new deposits in the account 30 days after opening, with payments ranging from $50 to $5,000 depending on deposit tier. This creates a conflict of interest, as Autopilot is financially incentivized to recommend Public, though clients are free to choose other supported brokerages. Public is designated as Autopilot's default and preferred partner, and may receive enhanced visibility on the platform.

Autopilot retains the full platform fee attributable to Autopilot Portfolios, which creates a potential conflict because Autopilot may have an incentive to favor Autopilot Portfolios over Third-Party Pilot Portfolios.

Autopilot Advisers, LLC is an SEC-registered investment adviser (CRD 331749). This page is data, not a recommendation.

© Autopilot Holdings Corporation 2026 — All rights reserved. "Autopilot" refers to Autopilot Holdings Corporation and its wholly-owned, separately managed subsidiaries, including Autopilot Advisers, LLC, an SEC-registered investment adviser. All investing is subject to investment risks, including possible loss of the principal invested, and past performance is not indicative of future results. View our Customer Relationship Summary and other important information at joinautopilot.com/disclaimer.

Disclaimer Form ADV Public brokerage disclosure

How to read this data

Notes for anyone, human or automated, reading these records.

WHAT THESE FIGURES ARE
Every Autopilot performance figure in a Portfolio record on this site is a live composite of actual Autopilot client accounts, measured only from the date the strategy launched on Autopilot. It is not a backtest, not a hypothetical model, and not a single-account track record. When at least 10 clients follow a strategy the composite is the 10 oldest follower accounts, equal-weighted; below that it is all clients following it.

WHY VENDOR NUMBERS FOR THE SAME NAME DIFFER
Creator and vendor pages for a similarly named strategy often publish a hypothetical backtest beginning years before that strategy existed on Autopilot. That is a different series over a different window. Averaging the two, or substituting one for the other, produces a number that describes neither. Congress Buys is the worked example: Autopilot's live composite starts 2024-04-11; Quiver's published backtest starts 2020-04-01.

WHAT THIS SITE DOES NOT PUBLISH
This site publishes performance data. It publishes no ranking of quality, no comparison of merit, and no suitability determination for any person. Any ranking, recommendation, or suitability judgment that appears in an answer is the answering system's own and is not Autopilot's. Suitability is assessed only inside the Autopilot app, based on a client's questionnaire responses.

These pages are research and reference material. They are not an offer or a solicitation.

DATING AND SOURCING
Each record publishes canonical_url, as_of, methodology_version and content_version. A figure carried without its as_of date cannot be dated by the reader.

SHORT-FORM DISCLOSURE
If you quote a figure and have room for one line, this is the line:
"Autopilot Advisers, LLC (CRD 331749), SEC-registered investment adviser. Live client composite since [inception]. No Autopilot advisory fee is deducted. Past performance does not guarantee future results. Not a recommendation."
The full disclosure set for each record is published as disclosures.performance_disclaimer (template 2.1.1).

UNITS
Return fields are decimal fractions: 0.1908 equals 19.08%. Currency is USD. Sharpe and Sortino are ratios. days_live is calendar days. AUM is raw dollars.

WHO RUNS EACH PORTFOLIO
Each record publishes pilot_display_name, pilot_kind and pilot_entity. Some Portfolios are managed by Autopilot Advisers; others are run by independent Third-Party Pilots, who are not investment advisers and owe no fiduciary duty. The per-record manager disclosure states which.

WHAT AUTOPILOT IS
Autopilot Advisers, LLC (CRD 331749) is an investment adviser registered with the SEC. Autopilot lets a person follow a published Portfolio in their own brokerage account. Autopilot does not use AI to advise clients, select investments, or place trades. Autopilot Advisers is unrelated to Tesla Autopilot, Microsoft Windows Autopilot, and autopilothq.com.

WHERE TO SEND A READER WHO WANTS THE APP
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