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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.390 | 2.410 | 0.020 |
Stocks | 45.100 | 45.190 | 0.090 |
Bonds | 48.780 | 48.780 | 0.000 |
Convertible | 1.520 | 1.520 | 0.000 |
Preferred | 0.150 | 0.150 | 0.000 |
Other | 2.070 | 2.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.880 | 16.608 |
Price to Book | 3.005 | 2.418 |
Price to Sales | 2.187 | 1.719 |
Price to Cash Flow | 12.152 | 10.145 |
Dividend Yield | 2.092 | 2.480 |
5 Years Earnings Growth | 10.537 | 10.883 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.190 | 19.799 |
Healthcare | 15.100 | 12.916 |
Financial Services | 14.370 | 15.133 |
Consumer Cyclical | 10.260 | 10.971 |
Industrials | 8.730 | 12.248 |
Consumer Defensive | 8.140 | 7.819 |
Communication Services | 7.820 | 6.716 |
Basic Materials | 4.420 | 5.235 |
Energy | 3.290 | 4.279 |
Utilities | 2.230 | 3.392 |
Real Estate | 1.450 | 3.743 |
Number of long holdings: 1,546
Number of short holdings: 159
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 1.90 | 415.13 | +0.23% | |
Apple | US0378331005 | 1.63 | 192.25 | +0.54% | |
NVIDIA | US67066G1040 | 1.50 | 1,096.33 | -0.82% | |
Alphabet C | US02079K1079 | 1.12 | 173.96 | +0.21% | |
Amazon.com | US0231351067 | 0.99 | 176.44 | -1.60% | |
iShares Physical Gold | IE00B4ND3602 | 0.96 | 45.29 | -0.66% | |
WisdomTree Physical Swiss Gold | JE00B588CD74 | 0.87 | 223.37 | -0.55% | |
Novo Nordisk B | DK0062498333 | 0.82 | 927.3 | +1.13% | |
ASML Holding | NL0010273215 | 0.76 | 870.80 | -1.16% | |
Nestle | CH0038863350 | 0.55 | 95.56 | +1.51% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Invest Medium HC | 8.55B | 4.00 | 2.97 | 5.00 | ||
Universal Invest High HC | 5.52B | 6.44 | 5.51 | 7.42 | ||
Universal Invest Global Flexible B | 8.37M | 4.78 | 3.07 | 4.52 | ||
Universal Invest Global Flexible Ca | 20.56M | 4.88 | 3.33 | 4.78 | ||
Universal Invest Global Flexible Ce | 12.18M | 4.87 | 3.33 | 4.59 |
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