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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.730 | 2.750 | 0.020 |
Stocks | 45.610 | 45.720 | 0.110 |
Bonds | 48.000 | 48.000 | 0.000 |
Convertible | 1.570 | 1.570 | 0.000 |
Preferred | 0.160 | 0.160 | 0.000 |
Other | 1.940 | 1.940 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.516 | 16.558 |
Price to Book | 3.067 | 2.404 |
Price to Sales | 2.218 | 1.698 |
Price to Cash Flow | 12.459 | 10.059 |
Dividend Yield | 1.985 | 2.477 |
5 Years Earnings Growth | 9.853 | 10.837 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.070 | 19.684 |
Healthcare | 15.130 | 12.921 |
Financial Services | 14.250 | 15.065 |
Consumer Cyclical | 10.670 | 10.975 |
Industrials | 8.760 | 12.215 |
Consumer Defensive | 7.970 | 7.894 |
Communication Services | 7.920 | 6.699 |
Basic Materials | 4.360 | 5.317 |
Energy | 3.190 | 4.274 |
Utilities | 2.200 | 3.391 |
Real Estate | 1.480 | 3.744 |
Number of long holdings: 1,560
Number of short holdings: 176
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 1.98 | - | - | |
Apple Inc | - | 1.59 | - | - | |
NVIDIA Corp | - | 1.51 | - | - | |
Alphabet Inc Class C | - | 1.00 | - | - | |
Amazon.com Inc | - | 0.98 | - | - | |
iShares Physical Gold | IE00B4ND3602 | 0.90 | 45.38 | 0.00% | |
WisdomTree Physical Swiss Gold | JE00B588CD74 | 0.81 | 223.70 | -0.00% | |
ASML Holding | NL0010273215 | 0.80 | 858.80 | +3.22% | |
Novo Nordisk B | DK0062498333 | 0.78 | 886.6 | +2.28% | |
Nestle | CH0038863350 | 0.57 | 92.70 | +0.67% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Invest Medium HC | 8.46B | 5.50 | 3.74 | 5.26 | ||
Universal Invest High HC | 5.37B | 8.42 | 6.61 | 7.78 | ||
Universal Invest Glbl Flxbl D Inc | 85.62M | 6.51 | 3.54 | 4.30 | ||
Universal Invest Glbl Flxbl A Inc | 20.47M | 6.55 | 3.69 | 4.42 | ||
Universal Invest Glbl Flxbl A Acc | 59.34M | 6.55 | 3.69 | 4.44 |
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