Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.130 | 2.150 | 0.020 |
Shares | 59.620 | 59.760 | 0.140 |
Bonds | 35.160 | 35.160 | 0.000 |
Convertible | 1.080 | 1.080 | 0.000 |
Preferred | 0.140 | 0.140 | 0.000 |
Other | 1.860 | 1.860 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.481 | 16.027 |
Price to Book | 3.064 | 2.316 |
Price to Sales | 2.213 | 1.650 |
Price to Cash Flow | 12.448 | 9.428 |
Dividend Yield | 1.988 | 2.517 |
5 Years Earnings Growth | 9.838 | 11.128 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.090 | 19.160 |
Healthcare | 15.170 | 12.542 |
Financial Services | 14.220 | 15.075 |
Consumer Cyclical | 10.720 | 12.271 |
Industrials | 8.740 | 12.271 |
Consumer Defensive | 7.980 | 8.090 |
Communication Services | 7.890 | 7.138 |
Basic Materials | 4.360 | 7.025 |
Energy | 3.220 | 4.690 |
Utilities | 2.160 | 3.511 |
Real Estate | 1.450 | 2.549 |
Number of long holdings: 1,560
Number of short holdings: 176
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 2.59 | - | - | |
Apple Inc | - | 2.09 | - | - | |
NVIDIA Corp | - | 1.98 | - | - | |
Alphabet Inc Class C | - | 1.31 | - | - | |
Amazon.com Inc | - | 1.27 | - | - | |
ASML Holding | NL0010273215 | 1.05 | 858.80 | +3.22% | |
Novo Nordisk B | DK0062498333 | 1.03 | 886.6 | +2.28% | |
iShares Physical Gold | IE00B4ND3602 | 0.84 | 45.38 | 0.00% | |
Nestle | CH0038863350 | 0.76 | 92.70 | +0.67% | |
WisdomTree Physical Swiss Gold | JE00B588CD74 | 0.76 | 223.70 | 0.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Invest Medium HC | 8.46B | 5.50 | 3.74 | 5.26 | ||
Universal Invest High HC | 5.37B | 8.42 | 6.61 | 7.78 | ||
Universal Invest Glbl Flxbl D Inc | 85.62M | 6.51 | 3.54 | 4.30 | ||
Universal Invest Glbl Flxbl A Inc | 20.47M | 6.55 | 3.69 | 4.42 | ||
Universal Invest Glbl Flxbl A Acc | 59.34M | 6.55 | 3.69 | 4.44 |
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