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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.460 | 3.480 | 0.020 |
Stocks | 45.710 | 45.800 | 0.090 |
Bonds | 47.230 | 47.230 | 0.000 |
Convertible | 1.550 | 1.550 | 0.000 |
Preferred | 0.200 | 0.200 | 0.000 |
Other | 1.860 | 1.860 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.355 | 16.670 |
Price to Book | 3.017 | 2.432 |
Price to Sales | 2.163 | 1.743 |
Price to Cash Flow | 12.113 | 10.252 |
Dividend Yield | 2.018 | 2.481 |
5 Years Earnings Growth | 9.720 | 10.863 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.990 | 19.773 |
Healthcare | 15.420 | 12.889 |
Financial Services | 14.020 | 15.221 |
Consumer Cyclical | 10.980 | 10.857 |
Industrials | 9.100 | 12.300 |
Consumer Defensive | 7.930 | 7.822 |
Communication Services | 7.700 | 6.704 |
Basic Materials | 4.170 | 5.236 |
Energy | 3.090 | 4.308 |
Utilities | 2.120 | 3.401 |
Real Estate | 1.480 | 3.745 |
Number of long holdings: 2
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Universal Invest Medium HC | LU0471614445 | 99.93 | 216.200 | -0.09% | |
Coleman Street Invest-Income Port 3 | LU0904712873 | 0.07 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Global Flexible C Inc | 3.68B | 6.74 | 3.81 | 4.84 | ||
Universal Global Flexible B Inc | 2.22B | 6.62 | 3.55 | 4.62 | ||
Portfolio Global High C Inc | 2.04B | 8.36 | 5.10 | 6.58 | ||
Portfolio Global Medium B Inc | 1.66B | 5.00 | 2.13 | 3.69 | ||
Universal Global Flexible A Inc | 1.42B | 6.50 | 3.24 | 4.33 |
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