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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.120 | 0.140 | 0.020 |
Shares | 22.630 | 22.730 | 0.100 |
Bonds | 72.700 | 72.700 | 0.000 |
Convertible | 1.770 | 1.770 | 0.000 |
Preferred | 0.150 | 0.150 | 0.000 |
Other | 2.640 | 2.640 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.271 | 16.399 |
Price to Book | 3.175 | 2.384 |
Price to Sales | 2.580 | 1.782 |
Price to Cash Flow | 12.461 | 10.082 |
Dividend Yield | 2.049 | 2.647 |
5 Years Earnings Growth | 9.820 | 9.664 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.920 | 20.343 |
Financial Services | 17.020 | 17.570 |
Healthcare | 13.550 | 11.180 |
Consumer Cyclical | 9.680 | 10.880 |
Communication Services | 8.310 | 7.292 |
Industrials | 8.050 | 12.311 |
Consumer Defensive | 7.880 | 7.202 |
Basic Materials | 4.100 | 5.148 |
Energy | 3.160 | 3.855 |
Utilities | 2.350 | 3.485 |
Real Estate | 1.980 | 3.986 |
Number of long holdings: 1,708
Number of short holdings: 219
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Physical Gold | IE00B4ND3602 | 1.42 | 64.40 | -0.02% | |
Future Msci Emerging Markets Jun2025(50) | - | 1.20 | - | - | |
Future E-Mini Russell 2000 Jun2025 (50) | - | 1.11 | - | - | |
WisdomTree Physical Swiss Gold | JE00B588CD74 | 0.88 | 317.50 | +0.10% | |
Apple | US0378331005 | 0.82 | 214.02 | -0.02% | |
Microsoft | US5949181045 | 0.75 | 517.42 | +0.96% | |
NVIDIA | US67066G1040 | 0.72 | 179.03 | +1.29% | |
Future Future Ifsc Nifty April25 | - | 0.59 | - | - | |
Amazon.com | US0231351067 | 0.45 | 233.01 | +0.09% | |
Future Topix Japan Jun2025 (10m) | - | 0.43 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Invest Medium HC | 9.48B | -0.73 | 8.77 | 4.48 | ||
Universal Invest High HC | 6.96B | -2.38 | 11.16 | 6.64 | ||
Universal Invest Glbl Flxbl D Acc | 189.77M | -2.32 | 8.23 | 3.63 | ||
Universal Invest Global Flexible B | 8.27M | -2.11 | 8.71 | 4.11 | ||
Universal Invest Global Flexible Ca | 14.17M | -1.99 | 8.99 | 4.37 |
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