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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.950 | 1.970 | 0.020 |
Stocks | 59.180 | 59.290 | 0.110 |
Bonds | 35.700 | 35.700 | 0.000 |
Convertible | 1.050 | 1.050 | 0.000 |
Preferred | 0.140 | 0.140 | 0.000 |
Other | 1.980 | 1.980 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.832 | 16.164 |
Price to Book | 3.000 | 2.327 |
Price to Sales | 2.181 | 1.677 |
Price to Cash Flow | 12.138 | 9.541 |
Dividend Yield | 2.098 | 2.502 |
5 Years Earnings Growth | 10.535 | 11.183 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.170 | 19.381 |
Healthcare | 15.120 | 12.464 |
Financial Services | 14.430 | 15.112 |
Consumer Cyclical | 10.290 | 12.153 |
Industrials | 8.740 | 12.270 |
Consumer Defensive | 8.110 | 7.945 |
Communication Services | 7.770 | 7.108 |
Basic Materials | 4.450 | 7.122 |
Energy | 3.300 | 4.653 |
Utilities | 2.200 | 3.508 |
Real Estate | 1.420 | 2.558 |
Number of long holdings: 1,546
Number of short holdings: 158
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.50 | 430.32 | +0.04% | |
Apple | US0378331005 | 2.13 | 189.99 | +0.01% | |
NVIDIA | US67066G1040 | 1.95 | 1,139.01 | +6.98% | |
Alphabet C | US02079K1079 | 1.46 | 178.02 | +0.96% | |
Amazon.com | US0231351067 | 1.29 | 182.15 | +0.77% | |
Novo Nordisk B | DK0062498333 | 1.07 | 909.8 | -0.64% | |
ASML Holding | NL0010273215 | 1.00 | 895.50 | -0.06% | |
iShares Physical Gold | IE00B4ND3602 | 0.90 | 45.65 | -0.49% | |
WisdomTree Physical Swiss Gold | JE00B588CD74 | 0.81 | 224.98 | -0.16% | |
Nestle | CH0038863350 | 0.72 | 91.62 | -0.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Invest Medium HC | 8.62B | 4.00 | 2.97 | 5.00 | ||
Universal Invest High HC | 5.58B | 6.44 | 5.51 | 7.42 | ||
Universal Invest Glbl Flxbl D Inc | 86.77M | 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 | 60.88M | 4.67 | 2.76 | 4.24 |
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