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Equity Overview for a Client Account
Total Portfolio Value
$100,000.00
Proprietary scoring based on Sleep Well Investing philosophy.
Selection vs S&P 500
0%
Relative Efficiency
"Wonderful" Business Score
0/100
Based on 5Y ROCE & Cash Flow
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Unique Assets
10
Top Sector
technology
Primary Status
Primary
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| Ticker ↕ | Sector ↕ | Industry ↕ | Alloc % ↕ |
|---|---|---|---|
| CDW | technology | information technology services | 2.22% |
| IQV | healthcare | diagnostics & research | 2.22% |
| AMZN | consumer cyclical | internet retail | 2.22% |
| FISV | technology | software - application | 2.22% |
| SCHD | unknown | unknown | 2.22% |
| ADP | technology | software | 2.22% |
| AMAT | technology | semiconductor equipment & materials | 2.22% |
| ADBE | technology | software | 2.22% |
| MSCI | financials | financial data & stock exchanges | 2.22% |
| NVO | healthcare | drug manufacturers - general | 2.22% |
Growth (5-Year CAGR)
Revenue:
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vs Russell – · SPY –
Operating Cash Flow:
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vs Russell – · SPY –
Valuation
P/E:
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vs Russell – · SPY –
Price to Operating Income:
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vs Russell – · SPY –
Price to Operating Cashflow:
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vs Russell – · SPY –
Capital Quality
Return on Capital for last 5 years
–
vs Russell – · SPY –
Selectivity
–
vs SPY – · Russell –
Comparing your portfolio against Benchmarks
| Metric | Your Portfolio | S&P 500 (2025) | RUSSELL (2025) |
|---|---|---|---|
| Revenue CAGR (5Y) | - | 18.5% | 12.5% |
| CFO CAGR (5Y) | - | 16.0% | 11.0% |
| P/E Ratio | - | 26.2x | 20.0x |
| ROCE | - | 16% | 14% |
| ROCE last 5 years | - | 16% | 14% |
| Gross Margin | - | 45% | 45% |
| Operating Margin | - | 17% | 15% |
| Cash Conversion | - | 106% | 124% |
| Interest Coverage | - | 9x | 8x |
| Debt to Equity | - | - | - |
| Dividends | - | - | - |
Portfolio Core Strength
| Metric | Simple Avg | Weighted Avg | Benchmark(SPY) |
|---|
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