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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.480 | 1.490 | 0.010 |
Shares | 71.920 | 71.990 | 0.070 |
Bonds | 24.060 | 24.060 | 0.000 |
Convertible | 0.570 | 0.570 | 0.000 |
Preferred | 0.100 | 0.100 | 0.000 |
Other | 1.880 | 1.880 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.824 | 16.364 |
Price to Book | 3.013 | 2.399 |
Price to Sales | 2.180 | 1.662 |
Price to Cash Flow | 12.134 | 10.025 |
Dividend Yield | 2.097 | 2.455 |
5 Years Earnings Growth | 10.563 | 10.701 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.230 | 20.010 |
Healthcare | 14.990 | 12.795 |
Financial Services | 14.470 | 14.641 |
Consumer Cyclical | 10.320 | 11.037 |
Industrials | 8.810 | 12.439 |
Consumer Defensive | 8.080 | 7.817 |
Communication Services | 7.750 | 6.926 |
Basic Materials | 4.510 | 5.901 |
Energy | 3.260 | 4.036 |
Utilities | 2.200 | 2.969 |
Real Estate | 1.370 | 3.224 |
Number of long holdings: 1,538
Number of short holdings: 158
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.01 | 430.16 | +0.74% | |
Apple | US0378331005 | 2.58 | 189.98 | +1.66% | |
NVIDIA | US67066G1040 | 2.44 | 1,064.69 | +2.57% | |
Alphabet C | US02079K1079 | 1.77 | 176.33 | +0.73% | |
Amazon.com | US0231351067 | 1.56 | 180.75 | -0.17% | |
Novo Nordisk B | DK0062498333 | 1.29 | 919.7 | -0.98% | |
ASML Holding | NL0010273215 | 1.20 | 882.60 | +0.24% | |
Nestle | CH0038863350 | 0.90 | 92.34 | -0.09% | |
Eli Lilly | US5324571083 | 0.87 | 807.43 | -0.13% | |
iShares Physical Gold | IE00B4ND3602 | 0.84 | 45.43 | -0.35% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Invest Medium HC | 8.66B | 4.00 | 2.97 | 5.00 | ||
Universal Invest High HC | 5.56B | 6.44 | 5.51 | 7.42 | ||
Universal Invest Glbl Flxbl D Inc | 86.65M | 4.63 | 2.61 | 4.10 | ||
Universal Invest Glbl Flxbl A Inc | 20.95M | 4.67 | 2.76 | 4.22 | ||
Universal Invest Glbl Flxbl A Acc | 60.79M | 4.67 | 2.76 | 4.24 |
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