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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.950 | 1.970 | 0.020 |
Stocks | 59.180 | 59.290 | 0.110 |
Bonds | 35.700 | 35.700 | 0.000 |
Convertible | 1.050 | 1.050 | 0.000 |
Preferred | 0.140 | 0.140 | 0.000 |
Other | 1.980 | 1.980 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.832 | 16.123 |
Price to Book | 3.000 | 2.324 |
Price to Sales | 2.181 | 1.678 |
Price to Cash Flow | 12.138 | 9.547 |
Dividend Yield | 2.098 | 2.510 |
5 Years Earnings Growth | 10.535 | 11.153 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.170 | 19.308 |
Healthcare | 15.120 | 12.459 |
Financial Services | 14.430 | 15.140 |
Consumer Cyclical | 10.290 | 12.144 |
Industrials | 8.740 | 12.286 |
Consumer Defensive | 8.110 | 7.956 |
Communication Services | 7.770 | 7.090 |
Basic Materials | 4.450 | 7.096 |
Energy | 3.300 | 4.671 |
Utilities | 2.200 | 3.528 |
Real Estate | 1.420 | 2.580 |
Number of long holdings: 1,546
Number of short holdings: 158
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.50 | 423.85 | -0.16% | |
Apple | US0378331005 | 2.13 | 196.89 | +1.24% | |
NVIDIA | US67066G1040 | 1.95 | 1,208.61 | -0.11% | |
Alphabet C | US02079K1079 | 1.46 | 175.95 | -1.35% | |
Amazon.com | US0231351067 | 1.29 | 184.30 | -0.38% | |
Novo Nordisk B | DK0062498333 | 1.07 | 984.0 | +1.10% | |
ASML Holding | NL0010273215 | 1.00 | 958.90 | +0.15% | |
iShares Physical Gold | IE00B4ND3602 | 0.90 | 44.88 | -2.89% | |
WisdomTree Physical Swiss Gold | JE00B588CD74 | 0.81 | 221.33 | -2.74% | |
Nestle | CH0038863350 | 0.72 | 98.02 | -0.33% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Invest Medium HC | 8.65B | 4.00 | 2.97 | 5.00 | ||
Universal Invest High HC | 5.62B | 6.44 | 5.51 | 7.42 | ||
Universal Invest Glbl Flxbl D Acc | 203.27M | 6.07 | 2.97 | 3.95 | ||
Universal Invest Global Flexible B | 8.48M | 4.78 | 3.07 | 4.52 | ||
Universal Invest Global Flexible Ca | 20.79M | 4.88 | 3.33 | 4.78 |
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