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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 61.850 | 62.060 | 0.210 |
Bonds | 31.910 | 31.910 | 0.000 |
Convertible | 4.660 | 4.660 | 0.000 |
Preferred | 0.090 | 0.090 | 0.000 |
Other | 1.530 | 1.530 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.651 | 16.067 |
Price to Book | 2.563 | 2.320 |
Price to Sales | 2.098 | 1.656 |
Price to Cash Flow | 10.522 | 9.459 |
Dividend Yield | 1.953 | 2.511 |
5 Years Earnings Growth | 13.733 | 11.131 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.200 | 19.278 |
Financial Services | 16.390 | 15.078 |
Healthcare | 12.870 | 12.510 |
Consumer Cyclical | 12.100 | 12.276 |
Industrials | 9.580 | 12.250 |
Communication Services | 9.190 | 7.139 |
Consumer Defensive | 7.950 | 8.059 |
Basic Materials | 5.520 | 7.017 |
Energy | 2.900 | 4.700 |
Utilities | 2.710 | 3.510 |
Real Estate | 1.590 | 2.546 |
Number of long holdings: 1,140
Number of short holdings: 72
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple Inc | - | 2.26 | - | - | |
Microsoft Corp | - | 1.99 | - | - | |
Alphabet Inc Class C | - | 1.48 | - | - | |
Amazon.com Inc | - | 1.26 | - | - | |
Nestle | CH0038863350 | 0.92 | 91.72 | -0.11% | |
Roche Holding Participation | CH0012032048 | 0.83 | 217.30 | +1.49% | |
Meta Platforms Inc Class A | - | 0.74 | - | - | |
ASML Holding | NL0010273215 | 0.73 | 835.90 | +3.02% | |
iShares Physical Gold | IE00B4ND3602 | 0.72 | 44.63 | -0.32% | |
WisdomTree Physical Swiss Gold | JE00B588CD74 | 0.65 | 219.50 | -0.65% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Invest Medium HC | 8.52B | 5.50 | 3.74 | 5.26 | ||
Universal Invest High HC | 5.42B | 8.42 | 6.61 | 7.78 | ||
Universal Invest Glbl Flxbl D Inc | 86.06M | 6.51 | 3.54 | 4.30 | ||
Universal Invest Glbl Flxbl A Inc | 20.74M | 6.55 | 3.69 | 4.42 | ||
Universal Invest Glbl Flxbl A Acc | 59.69M | 6.55 | 3.69 | 4.44 |
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