Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.450 | 3.470 | 0.020 |
Shares | 22.520 | 22.570 | 0.050 |
Bonds | 69.730 | 69.730 | 0.000 |
Convertible | 2.010 | 2.010 | 0.000 |
Preferred | 0.160 | 0.160 | 0.000 |
Other | 2.140 | 2.140 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.827 | 16.025 |
Price to Book | 2.989 | 2.316 |
Price to Sales | 2.179 | 1.631 |
Price to Cash Flow | 12.127 | 9.665 |
Dividend Yield | 2.102 | 2.608 |
5 Years Earnings Growth | 10.521 | 10.568 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.140 | 20.520 |
Healthcare | 15.080 | 12.620 |
Financial Services | 14.320 | 14.464 |
Consumer Cyclical | 10.220 | 11.106 |
Industrials | 8.790 | 11.639 |
Consumer Defensive | 8.150 | 7.788 |
Communication Services | 7.830 | 7.080 |
Basic Materials | 4.450 | 6.194 |
Energy | 3.300 | 4.141 |
Utilities | 2.260 | 3.830 |
Real Estate | 1.460 | 3.905 |
Number of long holdings: 1,545
Number of short holdings: 159
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
WisdomTree Physical Swiss Gold | JE00B588CD74 | 0.95 | 223.37 | -0.55% | |
Microsoft | US5949181045 | 0.95 | 415.13 | +0.23% | |
iShares Physical Gold | IE00B4ND3602 | 0.92 | 45.29 | -0.66% | |
Apple | US0378331005 | 0.81 | 192.25 | +0.54% | |
NVIDIA | US67066G1040 | 0.75 | 1,096.33 | -0.82% | |
Alphabet C | US02079K1079 | 0.56 | 173.96 | +0.21% | |
Amazon.com | US0231351067 | 0.49 | 176.44 | -1.60% | |
Oat Apr35 Eur 4,75 | FR0010070060 | 0.46 | 113.90 | 0.00% | |
Bund Lug34 Eur 4,75 | DE0001135226 | 0.43 | 117.92 | -0.25% | |
Novo Nordisk B | DK0062498333 | 0.40 | 927.3 | +1.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Invest Medium HC | 8.55B | 4.00 | 2.97 | 5.00 | ||
Universal Invest High HC | 5.52B | 6.44 | 5.51 | 7.42 | ||
Universal Invest Global Flexible Ca | 20.56M | 4.88 | 3.33 | 4.78 | ||
Universal Invest Global Flexible Ce | 12.18M | 4.87 | 3.33 | 4.59 | ||
Universal Invest Global Flexible E | 1.65B | 11.83 | 10.32 | - |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review