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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.200 | 2.220 | 0.020 |
Stocks | 47.960 | 48.100 | 0.140 |
Bonds | 46.340 | 46.340 | 0.000 |
Convertible | 1.340 | 1.340 | 0.000 |
Preferred | 0.100 | 0.100 | 0.000 |
Other | 2.060 | 2.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.734 | 16.724 |
Price to Book | 3.324 | 2.539 |
Price to Sales | 2.618 | 1.848 |
Price to Cash Flow | 13.064 | 10.726 |
Dividend Yield | 1.963 | 2.444 |
5 Years Earnings Growth | 11.320 | 11.301 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.520 | 20.589 |
Healthcare | 14.530 | 12.866 |
Financial Services | 14.260 | 15.393 |
Consumer Cyclical | 10.050 | 10.686 |
Industrials | 8.120 | 11.808 |
Communication Services | 8.080 | 6.783 |
Consumer Defensive | 7.130 | 7.526 |
Basic Materials | 4.460 | 5.118 |
Energy | 3.090 | 4.050 |
Utilities | 2.050 | 3.534 |
Real Estate | 1.730 | 3.929 |
Number of long holdings: 2
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Universal Invest Medium HC | LU0471614445 | 99.93 | 227.450 | +0.63% | |
Coleman Street Invest-Income Port 3 | LU0904712873 | 0.07 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Global Flexible C Inc | 3.89B | 11.10 | 3.49 | 5.12 | ||
Universal Global Flexible B Inc | 2.39B | 10.86 | 3.23 | 4.85 | ||
Portfolio Global High C Inc | 2.27B | 12.88 | 4.43 | 6.72 | ||
Portfolio Global Medium B Inc | 1.75B | 9.05 | 2.21 | 3.92 | ||
Universal Global Flexible A Inc | 1.49B | 10.58 | 2.92 | 4.56 |
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