Please try another search
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 | 16.162 |
Price to Book | 3.000 | 2.326 |
Price to Sales | 2.181 | 1.678 |
Price to Cash Flow | 12.138 | 9.547 |
Dividend Yield | 2.098 | 2.502 |
5 Years Earnings Growth | 10.535 | 11.187 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.170 | 19.373 |
Healthcare | 15.120 | 12.461 |
Financial Services | 14.430 | 15.106 |
Consumer Cyclical | 10.290 | 12.154 |
Industrials | 8.740 | 12.265 |
Consumer Defensive | 8.110 | 7.949 |
Communication Services | 7.770 | 7.084 |
Basic Materials | 4.450 | 7.124 |
Energy | 3.300 | 4.661 |
Utilities | 2.200 | 3.510 |
Real Estate | 1.420 | 2.566 |
Number of long holdings: 1,546
Number of short holdings: 158
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.50 | 415.13 | +0.23% | |
Apple | US0378331005 | 2.13 | 192.25 | +0.54% | |
NVIDIA | US67066G1040 | 1.95 | 1,096.33 | -0.82% | |
Alphabet C | US02079K1079 | 1.46 | 173.96 | +0.21% | |
Amazon.com | US0231351067 | 1.29 | 176.44 | -1.60% | |
Novo Nordisk B | DK0062498333 | 1.07 | 927.3 | +1.13% | |
ASML Holding | NL0010273215 | 1.00 | 870.80 | -1.16% | |
iShares Physical Gold | IE00B4ND3602 | 0.90 | 45.29 | -0.66% | |
WisdomTree Physical Swiss Gold | JE00B588CD74 | 0.81 | 223.37 | -0.55% | |
Nestle | CH0038863350 | 0.72 | 95.56 | +1.51% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Invest Medium HC | 8.55B | 4.00 | 2.97 | 5.00 | ||
Universal Invest High HC | 5.52B | 6.44 | 5.51 | 7.42 | ||
Universal Invest Global Flexible B | 8.37M | 4.78 | 3.07 | 4.52 | ||
Universal Invest Global Flexible Ca | 20.56M | 4.88 | 3.33 | 4.78 | ||
Universal Invest Global Flexible E | 1.65B | 11.83 | 10.32 | - |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review