Highly Leveraged Banks - Diversified Companies

Equity Type

Price

Concentration

			Equity Type	Price	Concentration	Total Debt	Efficiency	Market Risk	Exp Return
1	SMFG	Sumitomo Mitsui Financial	Stock	15.25	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, Power Assets, Financials, Banks—Diversified, Services	34.26 T	0.16	1.88	0.31
2	MUFG	Mitsubishi UFJ Financial	Stock	12.74	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, Banking, Financials, Banks—Diversified, Services	25.75 T	0.18	1.75	0.32
3	BAC	Bank of America	Stock	46.75	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, KBW Bank, SP 500 Index, 100 100, ARCA Institutional, BETTERINVESTING INDEX, Hedge Favorites, Baby Boomer Prospects, Investor FinTech, Momentum, Warren Buffett Holdings, Financials, Banks—Diversified, Services	658.43 B	0.13	1.58	0.21
4	RY	Royal Bank of	Stock	123.11	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, SP TSX Thomson Reuters Canada, Baby Boomer Prospects, Banking, Momentum, Giant Impact, Financials, Banks—Diversified, Services	474.2 B	0.04	0.93	0.04
5	JPM-PK	JPMorgan Chase Co	Preferred Stock	20.55	Banking, Banks - Diversified, Financial Services, Financials, Banks, Banks-Diversified, Services	466.73 B	(0.04)	0.93	(0.04)
6	JPM-PM	JPMorgan Chase Co	Preferred Stock	18.82	Banking, Banks - Diversified, Financial Services, Financials, Banks, Banks—Diversified, Services	466.73 B	(0.07)	1.08	(0.07)
7	JPM-PL	JPMorgan Chase Co	Preferred Stock	20.76	Banking, Banks - Diversified, Financial Services, Financials, Banks, Banks—Diversified, Services	466.73 B	(0.06)	1.00	(0.06)
8	TD	Toronto Dominion Bank	Stock	57.41	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, SP TSX Thomson Reuters Canada, Baby Boomer Prospects, Banking, Momentum, Giant Impact, Financials, Banks—Diversified, Services	460.66 B	0.08	1.27	0.10
9	JPM	JPMorgan Chase Co	Stock	266.58	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, Dow Jones Industrial, KBW Bank, SP 500 Index, 100 100, ARCA Institutional, BETTERINVESTING INDEX, Baby Boomer Prospects, FinTech, Momentum, Blockchain, Financials, Banks—Diversified, Services	428.74 B	0.17	1.90	0.33
10	JPM-PJ	JPMorgan Chase Co	Preferred Stock	21.49	Banking, Banks - Diversified, Financial Services, Banks-Diversified, Services	422.7 B	(0.07)	0.99	(0.07)
11	JPM-PC	JPMorgan Chase Co	Preferred Stock	25.44	Banking, Banks - Diversified, Financial Services, Banks-Diversified, Services	422.7 B	0.04	0.35	0.01
12	JPM-PD	JPMorgan Chase Co	Preferred Stock	25.35	Banking, Banks - Diversified, Financial Services, Banks-Diversified, Services	422.7 B	0.06	0.52	0.03
13	UBS	UBS Group AG	Stock	35.65	Diversified Capital Markets, Banks - Diversified, Financial Services, NYSE Composite, Blockchain, Financials, Banks—Diversified, Services	377.69 B	0.16	1.53	0.24
14	SAN	Banco Santander SA	Stock	5.14	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, IBEX 35 Index, SBF 120, Total Return, 120 Gross, CAC All-Tradable, All Shares, 40 WSE WIG INDEX, Giant Impact, Financials, Banks—Diversified, Services	310.98 B	0.05	1.75	0.08
15	BAC-PQ	Bank of America	Preferred Stock	18.65	Banking, Banks - Diversified, Financial Services, Financials, Banks, Banks—Diversified, Services	302.91 B	(0.03)	1.00	(0.03)
16	BAC-PO	Bank of America	Preferred Stock	19.18	Banking, Banks - Diversified, Financial Services, Financials, Banks, Banks—Diversified, Services	302.91 B	(0.02)	1.04	(0.02)
17	BAC-PP	Bank of America	Preferred Stock	18.1	Banking, Banks - Diversified, Financial Services, Financials, Banks, Banks—Diversified, Services	302.91 B	(0.02)	1.08	(0.02)
18	BAC-PS	Bank of America	Preferred Stock	20.97	Banking, Banks - Diversified, Financial Services, Financials, Banks, Banks-Diversified, Services	302.91 B	(0.03)	0.96	(0.03)
19	BNS	Bank of Nova	Stock	51.93	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, SP TSX Thomson Reuters Canada, Financials, Banks—Diversified, Services	300.67 B	0.03	1.00	0.03
20	C	Citigroup	Stock	79.94	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, KBW Bank, SP 500 Index, 100 100, BETTERINVESTING INDEX, Hedge Favorites, Baby Boomer Prospects, Investor FinTech, Banking, Momentum, Warren Buffett Holdings, Financials, Banks—Diversified, Services	287.3 B	0.23	1.80	0.42

The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.

Total Debt refers to the amount of long term interest-bearing liabilities that a company carries on its balance sheet. That may include bonds sold to the public, notes written to banks or capital leases. Typically, debt can help a company magnify its earnings, but the burden of interest and principal payments will eventually prevent the firm from borrow excessively. In most industries, total debt may also include the current portion of long-term debt. Since debt terms vary widely from one company to another, simply comparing outstanding debt obligations between different companies may not be adequate. It is usually meant to compare total debt amounts between companies that operate within the same sector.

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