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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.090 | 2.110 | 0.020 |
Shares | 45.020 | 45.120 | 0.100 |
Bonds | 49.170 | 49.170 | 0.000 |
Convertible | 1.520 | 1.520 | 0.000 |
Preferred | 0.150 | 0.150 | 0.000 |
Other | 2.050 | 2.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.456 | 16.653 |
Price to Book | 3.162 | 2.428 |
Price to Sales | 2.354 | 1.737 |
Price to Cash Flow | 12.459 | 10.212 |
Dividend Yield | 2.014 | 2.482 |
5 Years Earnings Growth | 10.224 | 10.852 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.350 | 19.745 |
Healthcare | 14.740 | 12.889 |
Financial Services | 14.060 | 15.233 |
Consumer Cyclical | 10.030 | 10.883 |
Industrials | 8.440 | 12.275 |
Communication Services | 8.180 | 6.713 |
Consumer Defensive | 7.860 | 7.823 |
Basic Materials | 4.350 | 5.226 |
Energy | 3.100 | 4.314 |
Utilities | 2.280 | 3.395 |
Real Estate | 1.630 | 3.761 |
Number of long holdings: 1,559
Number of short holdings: 155
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.00 | 452.93 | +0.02% | |
NVIDIA | US67066G1040 | 1.88 | 125.55 | +1.26% | |
Apple | US0378331005 | 1.79 | 214.30 | +0.09% | |
Alphabet C | US02079K1079 | 1.18 | 185.16 | -0.91% | |
Amazon.com | US0231351067 | 1.01 | 195.78 | -1.05% | |
iShares Physical Gold | IE00B4ND3602 | 0.95 | 45.21 | -0.11% | |
WisdomTree Physical Swiss Gold | JE00B588CD74 | 0.86 | 223.66 | +0.26% | |
Novo Nordisk B | DK0062498333 | 0.83 | 1,005.6 | +0.30% | |
ASML Holding | NL0010273215 | 0.79 | 963.20 | +0.33% | |
Meta Platforms | US30303M1027 | 0.59 | 515.05 | -0.87% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Invest Medium HC | 8.71B | 5.49 | 3.32 | 4.91 | ||
Universal Invest High HC | 5.75B | 8.76 | 6.05 | 7.33 | ||
Universal Invest Glbl Flxbl D Inc | 86.74M | 6.38 | 3.06 | 4.07 | ||
Universal Invest Glbl Flxbl A Inc | 21.22M | 6.42 | 3.20 | 4.18 | ||
Universal Invest Glbl Flxbl A Acc | 61.99M | 6.42 | 3.20 | 4.20 |
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