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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.580 | 3.640 | 0.060 |
Stocks | 22.990 | 23.040 | 0.050 |
Bonds | 69.300 | 69.300 | 0.000 |
Convertible | 2.070 | 2.070 | 0.000 |
Preferred | 0.190 | 0.190 | 0.000 |
Other | 1.870 | 1.870 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.533 | 16.001 |
Price to Book | 2.911 | 2.313 |
Price to Sales | 1.985 | 1.626 |
Price to Cash Flow | 11.553 | 9.652 |
Dividend Yield | 2.047 | 2.603 |
5 Years Earnings Growth | 11.493 | 10.550 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.920 | 20.514 |
Healthcare | 15.390 | 12.645 |
Financial Services | 13.980 | 14.469 |
Consumer Cyclical | 10.970 | 11.103 |
Industrials | 9.120 | 11.646 |
Consumer Defensive | 8.000 | 7.793 |
Communication Services | 7.730 | 7.101 |
Basic Materials | 4.140 | 6.174 |
Energy | 3.130 | 4.130 |
Utilities | 2.150 | 3.815 |
Real Estate | 1.470 | 3.913 |
Number of long holdings: 1,534
Number of short holdings: 171
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 0.98 | 429.97 | +1.09% | |
Apple | US0378331005 | 0.86 | 192.25 | +0.63% | |
WisdomTree Physical Swiss Gold | JE00B588CD74 | 0.83 | 232.91 | +0.16% | |
iShares Physical Gold | IE00B4ND3602 | 0.80 | 47.26 | +0.24% | |
NVIDIA | US67066G1040 | 0.67 | 948.57 | +0.08% | |
Amazon.com | US0231351067 | 0.49 | 181.53 | -1.10% | |
Oat Apr35 Eur 4,75 | FR0010070060 | 0.47 | 115.90 | +0.44% | |
Alphabet C | US02079K1079 | 0.47 | 178.46 | 0.00% | |
Bund Lug34 Eur 4,75 | DE0001135226 | 0.44 | 119.61 | +0.13% | |
ASML Holding | NL0010273215 | 0.40 | 853.70 | -1.27% |
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 Acc | 204.35M | 4.63 | 2.63 | 4.02 | ||
Universal Invest Global Flexible B | 8.45M | 4.78 | 3.07 | 4.52 | ||
Universal Invest Global Flexible Ca | 20.79M | 4.88 | 3.33 | 4.78 |
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