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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.550 | 1.560 | 0.010 |
Stocks | 60.410 | 60.530 | 0.120 |
Bonds | 34.910 | 34.910 | 0.000 |
Convertible | 0.890 | 0.890 | 0.000 |
Preferred | 0.070 | 0.070 | 0.000 |
Other | 2.180 | 2.180 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.586 | 16.302 |
Price to Book | 3.380 | 2.489 |
Price to Sales | 2.641 | 1.849 |
Price to Cash Flow | 13.179 | 10.170 |
Dividend Yield | 1.987 | 2.438 |
5 Years Earnings Growth | 11.063 | 12.410 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.670 | 20.522 |
Financial Services | 14.710 | 15.304 |
Healthcare | 13.650 | 12.603 |
Consumer Cyclical | 10.080 | 12.446 |
Communication Services | 8.620 | 7.466 |
Industrials | 8.270 | 12.036 |
Consumer Defensive | 7.310 | 7.664 |
Basic Materials | 4.070 | 6.878 |
Energy | 2.990 | 3.369 |
Utilities | 1.980 | 3.053 |
Real Estate | 1.650 | 2.950 |
Number of long holdings: 1,606
Number of short holdings: 184
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Future E-Mini Russell 2000 Dec2024 (50) | - | 3.53 | - | - | |
Future Msci Emerging Markets Dec2024(50) | - | 3.02 | - | - | |
NVIDIA | US67066G1040 | 2.51 | 134.70 | +3.08% | |
Apple | US0378331005 | 2.31 | 254.49 | +1.88% | |
Microsoft | US5949181045 | 2.23 | 436.60 | -0.10% | |
Alphabet C | US02079K1079 | 1.35 | 192.96 | +1.72% | |
Future Ifsc Nifty Nov24 (2) | - | 1.30 | - | - | |
Amazon.com | US0231351067 | 1.22 | 224.92 | +0.73% | |
Future Topix Japan Dec2024 (10m) | - | 1.02 | - | - | |
WisdomTree Physical Swiss Gold | JE00B588CD74 | 0.97 | 251.23 | -0.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Invest Medium HC | 9.22B | 14.47 | 4.89 | 5.39 | ||
Universal Invest High HC | 6.59B | 19.75 | 7.49 | 8.00 | ||
Universal Invest Glbl Flxbl A Inc | 23.16M | 15.34 | 4.60 | 4.82 | ||
Universal Invest Glbl Flxbl A Acc | 62.13M | 15.34 | 4.61 | 4.85 | ||
Universal Invest Global Flexible B | 8.35M | 15.77 | 4.96 | 5.14 |
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