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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 61.560 | 61.690 | 0.130 |
Bonds | 35.300 | 35.300 | 0.000 |
Convertible | 0.660 | 0.660 | 0.000 |
Preferred | 0.070 | 0.070 | 0.000 |
Other | 2.410 | 2.410 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.128 | 16.592 |
Price to Book | 3.409 | 2.461 |
Price to Sales | 2.764 | 1.855 |
Price to Cash Flow | 13.783 | 9.925 |
Dividend Yield | 1.966 | 2.480 |
5 Years Earnings Growth | 8.743 | 10.932 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.290 | 19.415 |
Financial Services | 17.950 | 16.274 |
Healthcare | 10.730 | 11.570 |
Consumer Cyclical | 9.340 | 11.759 |
Industrials | 9.250 | 12.599 |
Communication Services | 8.640 | 7.577 |
Consumer Defensive | 6.680 | 7.242 |
Basic Materials | 3.740 | 7.102 |
Utilities | 2.870 | 3.284 |
Energy | 2.600 | 4.863 |
Real Estate | 1.910 | 2.739 |
Number of long holdings: 1,723
Number of short holdings: 237
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Future Msci Emerging Markets Sep2025(50) | - | 2.94 | - | - | |
NVIDIA | US67066G1040 | 2.50 | 179.86 | +0.25% | |
Microsoft | US5949181045 | 2.34 | 519.26 | -1.08% | |
Future E-Mini Russell 2000 Sep2025 (50) | - | 2.19 | - | - | |
Apple | US0378331005 | 1.80 | 219.98 | +3.15% | |
Future Ifsc Nifty Jul25 (2) | - | 1.51 | - | - | |
iShares Physical Gold | IE00B4ND3602 | 1.35 | 65.81 | +0.36% | |
Amazon.com | US0231351067 | 1.25 | 221.41 | -0.40% | |
Alphabet C | US02079K1079 | 1.13 | 196.01 | -0.46% | |
Meta Platforms | US30303M1027 | 1.06 | 762.01 | -1.29% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Invest Medium HC | 9.48B | -0.73 | 8.77 | 4.48 | ||
Universal Invest High HC | 6.94B | -2.38 | 11.16 | 6.64 | ||
Universal Invest Glbl Flxbl D Inc | 72.22M | -2.32 | 8.22 | 3.70 | ||
Universal Invest Glbl Flxbl A Inc | 21.79M | -2.32 | 8.32 | 3.78 | ||
Universal Invest Glbl Flxbl A Acc | 64.35M | -2.32 | 8.32 | 3.80 |
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