The Whale 30 2.0 portfolio represents the top 30 holdings of the WhaleIndex. The portfolio is equally weighted and rebalanced quarterly 46 days after the end of each quarter. The top 30 filers by 3-year average WhaleScore whose WhaleScore beats the S&P WhaleScore are used each quarter.
| 1-Wk | YTD | 1Y | 3Y | 5Y | Total Return | Annualized | Std Dev | BETA | ALPHA | Sortino | Sharpe | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| S&P 500 Total Return | -0.1% | -15.59% | -10.61% | 40.36% | 76.43% | 331.18% | 9.16% | 15.27% | 1.0 | 0.7 | 0.53 | |
| Whale 30 - 2.0 | -0.52% | -40.13% | -48.76% | 15.09% | 72.11% | 742.25% | 13.64% | 20.44% | 1.14 | 3.3% | 0.87 | 0.62 |
| Name | Ticker | Sector | Div. Yield 1 | Market Cap 1 | Date Added | Return 5-day | Return 1 Month | Return Ytd | Return All-time |
|---|---|---|---|---|---|---|---|---|---|
| A subscription is required to view index holdings | |||||||||
The Whale 20 2.0 portfolio represents the top 20 holdings of the WhaleIndex 2.0. The portfolio is equally weighted and rebalanced quarterly 46 days after the end of each quarter. The top 20 filers by 3-year average WhaleScore whose WhaleScore beats the S&P WhaleScore are used.
| 1-Wk | YTD | 1Y | 3Y | 5Y | Total Return | Annualized | Std Dev | BETA | ALPHA | Sortino | Sharpe | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| S&P 500 Total Return | -0.1% | -15.59% | -10.61% | 40.36% | 76.43% | 331.18% | 9.16% | 15.27% | 1.0 | 0.7 | 0.53 | |
| Whale 20 - 2.0 | 0.14% | -42.16% | -49.72% | 28.87% | 94.63% | 1047.73% | 15.77% | 20.43% | 1.1 | 5.76% | 1.02 | 0.72 |
| Name | Ticker | Sector | Div. Yield 1 | Market Cap 1 | Date Added | Return 5-day | Return 1 Month | Return Ytd | Return All-time |
|---|---|---|---|---|---|---|---|---|---|
| A subscription is required to view index holdings | |||||||||
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