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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 | 16.648 |
Price to Book | 3.005 | 2.421 |
Price to Sales | 2.187 | 1.724 |
Price to Cash Flow | 12.152 | 10.155 |
Dividend Yield | 2.092 | 2.474 |
5 Years Earnings Growth | 10.537 | 10.833 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.190 | 19.778 |
Healthcare | 15.100 | 12.826 |
Financial Services | 14.370 | 15.143 |
Consumer Cyclical | 10.260 | 10.982 |
Industrials | 8.730 | 12.243 |
Consumer Defensive | 8.140 | 7.860 |
Communication Services | 7.820 | 6.707 |
Basic Materials | 4.420 | 5.262 |
Energy | 3.290 | 4.251 |
Utilities | 2.230 | 3.385 |
Real Estate | 1.450 | 3.760 |
Number of long holdings: 1,546
Number of short holdings: 159
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 1.90 | 420.21 | -0.19% | |
Apple | US0378331005 | 1.63 | 189.87 | +0.02% | |
NVIDIA | US67066G1040 | 1.50 | 924.79 | -1.99% | |
Alphabet C | US02079K1079 | 1.12 | 177.29 | +1.06% | |
Amazon.com | US0231351067 | 0.99 | 184.70 | +0.58% | |
iShares Physical Gold | IE00B4ND3602 | 0.96 | 46.83 | +1.10% | |
WisdomTree Physical Swiss Gold | JE00B588CD74 | 0.87 | 230.77 | +1.10% | |
Novo Nordisk B | DK0062498333 | 0.82 | 903.3 | -1.05% | |
ASML Holding | NL0010273215 | 0.76 | 853.00 | -0.71% | |
Nestle | CH0038863350 | 0.55 | 96.62 | +1.26% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Invest Medium HC | 8.7B | 4.00 | 2.97 | 5.00 | ||
Universal Invest High HC | 5.56B | 6.44 | 5.51 | 7.42 | ||
Universal Invest Glbl Flxbl D Inc | 87.15M | 4.63 | 2.61 | 4.10 | ||
Universal Invest Glbl Flxbl A Inc | 21.04M | 4.67 | 2.76 | 4.22 | ||
Universal Invest Glbl Flxbl A Acc | 60.97M | 4.67 | 2.76 | 4.24 |
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