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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.820 | 3.840 | 0.020 |
Stocks | 22.870 | 22.930 | 0.060 |
Bonds | 69.050 | 69.050 | 0.000 |
Convertible | 2.090 | 2.090 | 0.000 |
Preferred | 0.170 | 0.170 | 0.000 |
Other | 2.000 | 2.000 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.416 | 15.924 |
Price to Book | 3.043 | 2.297 |
Price to Sales | 2.200 | 1.603 |
Price to Cash Flow | 12.397 | 9.538 |
Dividend Yield | 1.996 | 2.614 |
5 Years Earnings Growth | 9.790 | 10.566 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.920 | 20.393 |
Healthcare | 15.050 | 12.764 |
Financial Services | 14.250 | 14.439 |
Consumer Cyclical | 10.630 | 11.119 |
Industrials | 8.790 | 11.602 |
Consumer Defensive | 8.090 | 7.878 |
Communication Services | 7.940 | 7.075 |
Basic Materials | 4.370 | 6.154 |
Energy | 3.260 | 4.136 |
Utilities | 2.220 | 3.812 |
Real Estate | 1.480 | 3.907 |
Number of long holdings: 1,559
Number of short holdings: 176
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 1.00 | - | - | |
WisdomTree Physical Swiss Gold | JE00B588CD74 | 0.89 | 219.50 | -0.65% | |
iShares Physical Gold | IE00B4ND3602 | 0.86 | 44.63 | -0.32% | |
Apple Inc | - | 0.80 | - | - | |
NVIDIA Corp | - | 0.75 | - | - | |
Alphabet Inc Class C | - | 0.50 | - | - | |
Amazon.com Inc | - | 0.49 | - | - | |
Oat Apr35 Eur 4,75 | FR0010070060 | 0.47 | 115.23 | 0.00% | |
Bund Lug34 Eur 4,75 | DE0001135226 | 0.44 | 119.95 | +0.49% | |
ASML Holding | NL0010273215 | 0.40 | 835.90 | +3.02% |
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 Global Flexible B | 8.26M | 6.62 | 4.00 | 4.72 | ||
Universal Invest Global Flexible Ca | 20.43M | 6.69 | 4.26 | 4.98 | ||
Universal Invest Global Flexible Ce | 12.29M | 6.69 | 4.26 | 4.78 |
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