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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.480 | 1.490 | 0.010 |
Shares | 71.920 | 71.990 | 0.070 |
Bonds | 24.060 | 24.060 | 0.000 |
Convertible | 0.570 | 0.570 | 0.000 |
Preferred | 0.100 | 0.100 | 0.000 |
Other | 1.880 | 1.880 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.824 | 16.370 |
Price to Book | 3.013 | 2.399 |
Price to Sales | 2.180 | 1.664 |
Price to Cash Flow | 12.134 | 10.040 |
Dividend Yield | 2.097 | 2.455 |
5 Years Earnings Growth | 10.563 | 10.708 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.230 | 20.031 |
Healthcare | 14.990 | 12.776 |
Financial Services | 14.470 | 14.645 |
Consumer Cyclical | 10.320 | 11.033 |
Industrials | 8.810 | 12.439 |
Consumer Defensive | 8.080 | 7.813 |
Communication Services | 7.750 | 6.938 |
Basic Materials | 4.510 | 5.892 |
Energy | 3.260 | 4.033 |
Utilities | 2.200 | 2.971 |
Real Estate | 1.370 | 3.222 |
Number of long holdings: 1,538
Number of short holdings: 158
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.01 | 424.52 | +0.12% | |
Apple | US0378331005 | 2.58 | 194.48 | -0.71% | |
NVIDIA | US67066G1040 | 2.44 | 1,210.36 | -1.15% | |
Alphabet C | US02079K1079 | 1.77 | 178.35 | +0.72% | |
Amazon.com | US0231351067 | 1.56 | 185.00 | +2.05% | |
Novo Nordisk B | DK0062498333 | 1.29 | 973.3 | +3.96% | |
ASML Holding | NL0010273215 | 1.20 | 957.50 | +1.47% | |
Nestle | CH0038863350 | 0.90 | 98.34 | +0.63% | |
Eli Lilly | US5324571083 | 0.87 | 837.29 | +0.66% | |
iShares Physical Gold | IE00B4ND3602 | 0.84 | 46.22 | +0.92% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Invest Medium HC | 8.66B | 4.00 | 2.97 | 5.00 | ||
Universal Invest High HC | 5.61B | 6.44 | 5.51 | 7.42 | ||
Universal Invest Global Flexible B | 8.48M | 4.78 | 3.07 | 4.52 | ||
Universal Invest Glbl Flxbl D Acc | 1.65B | 6.07 | 2.97 | 3.95 | ||
Universal Invest Global Flexible Ca | 20.77M | 4.88 | 3.33 | 4.78 |
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