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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.390 | 2.410 | 0.020 |
Stocks | 45.300 | 45.400 | 0.100 |
Bonds | 48.620 | 48.620 | 0.000 |
Convertible | 1.480 | 1.480 | 0.000 |
Preferred | 0.110 | 0.110 | 0.000 |
Other | 2.090 | 2.090 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.300 | 16.861 |
Price to Book | 3.340 | 2.505 |
Price to Sales | 2.560 | 1.817 |
Price to Cash Flow | 13.116 | 10.561 |
Dividend Yield | 1.917 | 2.464 |
5 Years Earnings Growth | 10.984 | 11.323 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.610 | 20.339 |
Healthcare | 14.360 | 13.095 |
Financial Services | 13.630 | 15.381 |
Consumer Cyclical | 10.150 | 10.688 |
Communication Services | 8.440 | 6.723 |
Industrials | 7.820 | 11.892 |
Consumer Defensive | 7.470 | 7.606 |
Basic Materials | 3.990 | 5.169 |
Energy | 3.000 | 4.121 |
Utilities | 1.930 | 3.517 |
Real Estate | 1.590 | 3.887 |
Number of long holdings: 2
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Universal Invest Medium HC | LU0471614445 | 99.93 | 220.920 | -0.98% | |
Coleman Street Invest-Income Port 3 | LU0904712873 | 0.07 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Global Flexible C Inc | 3.77B | 11.61 | 4.72 | 5.07 | ||
Portfolio Global Medium C Inc | 2.75B | 9.77 | 3.38 | 4.22 | ||
Universal Global Flexible B Inc | 2.31B | 11.40 | 4.46 | 4.81 | ||
Portfolio Global High C Inc | 2.16B | 13.46 | 5.98 | 6.70 | ||
Universal Global Flexible A Inc | 1.45B | 11.15 | 4.14 | 4.52 |
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