Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (100%). 12 of 12 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will John N. Kennedy win the 2028 US Presidential Election?
12 of 12 top Polymarket traders hold Yes (100%) · Yes at 0.1¢ · $520 held · ends Nov 8, 2028
⚠️
Avoid
Yes
12
Yes 100%
$519.89
$-5.3K
0.5¢ → 0.1¢
-90% since entry · 11 traders
Research grade
AvoidYes at 0%
Matches a pattern that lost clearly more than the plain consensus in our tests.
- Consensus side under 30¢Full year, out of sample: 0.05–0.30 lost −8.1 % a trade (n 11,568), under 0.20 −20.5 % (n 3,615). Oct 22 backtest: −29.5 % (n 1,625). The strongest effect in every test.
The rules come from our Oct 22 2026 backtest (one entry per market, held to resolution, after a 1¢ half-spread and Polymarket's taker fees). Our full-year test without hindsight (Oct 26 2026) found none of them profitable out of sample, and the plain consensus lost −3.0 % a trade. The grade describes the market; it is not a forecast, not an edge and not advice.
Smart Money Signal
12 of 12 top traders (100%)Underdog side (market favors No 100%)12 hold an outcome priced under 50%8 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Fading
+0 pts consensus
Breadth
12 traders
Top 2 hold 73%
Freshness
Late
217h old
Flip Quality
Clean
0 consensus flips
100% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 73% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
TH The Spirit of Ukraine>UMACTR | Yesavg 0.6¢ | $3.4K | $311.94 | $-3.5K | 67% 751-378 (1129) |
11 11122CTR | Yesavg 0.2¢ | $223.72 | $67.28 | -$468.02 | 44% 1401-1817 (3218) |
Q9 Q96s3kwozynxpauCTR | Yesavg 0.4¢ | $127.75 | $65.6 | -$450.91 | 41% 166-240 (406) |
0X 0x16cbe223607a6513ae76d1e3751c78e4eabc2704CTR<$100 | Yes | $46.5 | $46.5 | -$605.8 | 60% 1348-884 (2232) |
0X 0x62764005C3F58450d21DA9984F6eab56cF3c2Dd9-1765423921985CTR | Yesavg 0.4¢ | $118.11 | $15 | -$103.11 | 64% 154-88 (242) |
CO cocococococoCTR<$100 | Yesavg 0.6¢ | $51.27 | $4.01 | -$47.29 | 52% 1665-1535 (3200) |
![]() 0xdc3E831cadCTR<$100 | Yesavg 0.7¢ | $44.45 | $3.1 | -$42.27 | 49% 1830-1896 (3726) |
GollumGekkoCTR<$100 | Yesavg 0.4¢ | $20.65 | $2.5 | -$24.91 | 68% 2074-957 (3031) |
FA failstoberCTR<$100 | Yesavg 0.6¢ | $13.5 | $1.86 | -$22.91 | 26% 351-985 (1336) |
![]() probabilityCTR<$100 | Yesavg 0.4¢ | $0 | $1.57 | +$1.57 | 42% 1368-1924 (3292) |
![]() JJoCTR<$100 | Yesavg 0.8¢ | $5.95 | $0.4 | -$5.55 | 66% 944-496 (1440) |
12 123987456CTR<$100 | Yesavg 0.8¢ | $2.22 | $0.14 | -$2.08 | 45% 1905-2348 (4253) |
Invested
$3,438.18
Value
$311.94
PnL
$-3.5K
Record
67%
751-378 (1129)
Invested
$223.72
Value
$67.28
PnL
-$468.02
Record
44%
1401-1817 (3218)
Invested
$127.75
Value
$65.6
PnL
-$450.91
Record
41%
166-240 (406)
Invested
$46.5
Value
$46.5
PnL
-$605.8
Record
60%
1348-884 (2232)
Invested
$118.11
Value
$15
PnL
-$103.11
Record
64%
154-88 (242)
Invested
$51.27
Value
$4.01
PnL
-$47.29
Record
52%
1665-1535 (3200)
0xdc3E831cadCTR<$100Invested
$44.45
Value
$3.1
PnL
-$42.27
Record
49%
1830-1896 (3726)
Invested
$20.65
Value
$2.5
PnL
-$24.91
Record
68%
2074-957 (3031)
Invested
$13.5
Value
$1.86
PnL
-$22.91
Record
26%
351-985 (1336)
probabilityCTR<$100Invested
$0
Value
$1.57
PnL
+$1.57
Record
42%
1368-1924 (3292)
JJoCTR<$100Invested
$5.95
Value
$0.4
PnL
-$5.55
Record
66%
944-496 (1440)
Invested
$2.22
Value
$0.14
PnL
-$2.08
Record
45%
1905-2348 (4253)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.1¢ price + 1.0¢ spread + 0.0¢ fee (Politics 4%). Win more often than this and the bet pays.
A market order pays the taker fee and crosses the spread (assumed 1.0¢); a limit order pays no fee but may not fill. The fee category is a guess from the title.
Market Info
Traders in this Market
The Spirit of Ukraine>UMA
CTRYes — $311.94
11122
CTRYes — $67.28
Q96s3kwozynxpau
CTRYes — $65.6
0x16cbe223607a6513ae76d1e3751c78e4eabc2704
CTRYes — $46.5
0x62764005C3F58450d21DA9984F6eab56cF3c2Dd9-1765423921985
CTRYes — $15
cocococococo
CTRYes — $4.01

0xdc3E831cad
CTRYes — $3.1
GollumGekko
CTRYes — $2.5
failstober
CTRYes — $1.86

probability
CTRYes — $1.57