WhaleIndex® 2.0 Portfolio Strategies

View Complete WhaleIndex 2.0

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.

Last Updated: April 8, 2020
based on prior day closing prices
  1-Wk YTD 1Y 3Y 5Y Total Return Annualized Std Dev BETA ALPHA Sortino Sharpe
S&P 500 Total Return 2.93% -17.24% -6.31% 19.8% 41.92% 177.41% 7.42% 14.65% 1.0 0.52 0.43
Whale Index 30 - 2.0 0.39% -8.09% 5.71% 64.52% 96.77% 602.52% 14.66% 18.21% 1.08 6.75% 0.98 0.74
Name Ticker Sector Div. Yield 1 Market Cap 1 Date Added Return 1 Month Return Ytd Return All-time
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Whale Index 30 - 2.0 Ending Sector Allocation

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.

Last Updated: April 8, 2020
based on prior day closing prices
  1-Wk YTD 1Y 3Y 5Y Total Return Annualized Std Dev BETA ALPHA Sortino Sharpe
S&P 500 Total Return 2.93% -17.24% -6.31% 19.8% 41.92% 177.41% 7.42% 14.65% 1.0 0.52 0.43
Whale Index 20 - 2.0 0.21% -6.52% 8.43% 70.58% 104.86% 798.03% 16.65% 18.07% 1.01 9.14% 1.18 0.86
Name Ticker Sector Div. Yield 1 Market Cap 1 Date Added Return 1 Month Return Ytd Return All-time
A subscription is required to view index holdings

Whale Index 20 - 2.0 Ending Sector Allocation

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