Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.450 | 3.470 | 0.020 |
Shares | 22.520 | 22.570 | 0.050 |
Bonds | 69.730 | 69.730 | 0.000 |
Convertible | 2.010 | 2.010 | 0.000 |
Preferred | 0.160 | 0.160 | 0.000 |
Other | 2.140 | 2.140 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.827 | 16.001 |
Price to Book | 2.989 | 2.313 |
Price to Sales | 2.179 | 1.626 |
Price to Cash Flow | 12.127 | 9.652 |
Dividend Yield | 2.102 | 2.603 |
5 Years Earnings Growth | 10.521 | 10.550 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.140 | 20.514 |
Healthcare | 15.080 | 12.645 |
Financial Services | 14.320 | 14.469 |
Consumer Cyclical | 10.220 | 11.103 |
Industrials | 8.790 | 11.646 |
Consumer Defensive | 8.150 | 7.793 |
Communication Services | 7.830 | 7.101 |
Basic Materials | 4.450 | 6.174 |
Energy | 3.300 | 4.130 |
Utilities | 2.260 | 3.815 |
Real Estate | 1.460 | 3.913 |
Number of long holdings: 1,545
Number of short holdings: 159
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
WisdomTree Physical Swiss Gold | JE00B588CD74 | 0.95 | 232.91 | +0.16% | |
Microsoft | US5949181045 | 0.95 | 429.71 | +1.03% | |
iShares Physical Gold | IE00B4ND3602 | 0.92 | 47.26 | +0.24% | |
Apple | US0378331005 | 0.81 | 192.12 | +0.57% | |
NVIDIA | US67066G1040 | 0.75 | 947.00 | -0.08% | |
Alphabet C | US02079K1079 | 0.56 | 178.44 | -0.01% | |
Amazon.com | US0231351067 | 0.49 | 181.84 | -0.93% | |
Oat Apr35 Eur 4,75 | FR0010070060 | 0.46 | 115.90 | +0.44% | |
Bund Lug34 Eur 4,75 | DE0001135226 | 0.43 | 119.61 | +0.13% | |
Novo Nordisk B | DK0062498333 | 0.40 | 927.2 | +2.65% |
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 |
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