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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.950 | 1.970 | 0.020 |
Shares | 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 | 16.157 |
Price to Book | 3.000 | 2.326 |
Price to Sales | 2.181 | 1.675 |
Price to Cash Flow | 12.138 | 9.529 |
Dividend Yield | 2.098 | 2.500 |
5 Years Earnings Growth | 10.535 | 11.173 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.170 | 19.381 |
Healthcare | 15.120 | 12.468 |
Financial Services | 14.430 | 15.067 |
Consumer Cyclical | 10.290 | 12.185 |
Industrials | 8.740 | 12.265 |
Consumer Defensive | 8.110 | 7.929 |
Communication Services | 7.770 | 7.150 |
Basic Materials | 4.450 | 7.112 |
Energy | 3.300 | 4.657 |
Utilities | 2.200 | 3.509 |
Real Estate | 1.420 | 2.567 |
Number of long holdings: 1,546
Number of short holdings: 158
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.50 | 420.21 | -0.19% | |
Apple | US0378331005 | 2.13 | 189.87 | +0.02% | |
NVIDIA | US67066G1040 | 1.95 | 924.79 | -1.99% | |
Alphabet C | US02079K1079 | 1.46 | 177.29 | +1.06% | |
Amazon.com | US0231351067 | 1.29 | 184.70 | +0.58% | |
Novo Nordisk B | DK0062498333 | 1.07 | 903.3 | -1.05% | |
ASML Holding | NL0010273215 | 1.00 | 853.00 | -0.71% | |
iShares Physical Gold | IE00B4ND3602 | 0.90 | 46.83 | +1.10% | |
WisdomTree Physical Swiss Gold | JE00B588CD74 | 0.81 | 230.77 | +1.10% | |
Nestle | CH0038863350 | 0.72 | 96.62 | +1.26% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Invest Medium HC | 8.7B | 4.00 | 2.97 | 5.00 | ||
Universal Invest High HC | 5.56B | 6.44 | 5.51 | 7.42 | ||
Universal Invest Glbl Flxbl D Inc | 87.15M | 4.63 | 2.61 | 4.10 | ||
Universal Invest Glbl Flxbl A Inc | 21.04M | 4.67 | 2.76 | 4.22 | ||
Universal Invest Glbl Flxbl A Acc | 60.97M | 4.67 | 2.76 | 4.24 |
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