Highly Leveraged SP 100 Companies

Equity Type

Price

Concentration

			Equity Type	Price	Concentration	Total Debt	Efficiency	Market Risk	Exp Return
1	BAC	Bank of America	Stock	47.4	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, BETTERINVESTING 100 INDEX, SP 500 Index, 100, KBW Bank, ARCA Institutional, BTRINVSTNG Baby Boomer Prospects, Warren Buffett Holdings, Hedge Favorites, Investor FinTech, Momentum, Financials, Banks—Diversified, Services	658.43 B	0.06	1.10	0.06
2	GS	Goldman Sachs Group	Stock	655.9	Investment Banking & Brokerage, Financial Services, Dow Jones Industrial, NYSE Composite, SP 500 Index, ARCA Securities Broker, 100 100, Institutional, Cash Cows, SRI Sustainable Growth, FinTech, Momentum, Trading, Financials, Capital Markets, Services	596 B	0.11	1.46	0.16
3	JPM	JPMorgan Chase Co	Stock	275.8	Diversified Banks, Banks - Diversified, Financial Services, Dow Jones Industrial, NYSE Composite, BETTERINVESTING 100 INDEX, SP 500 Index, 100, KBW Bank, ARCA Institutional, BTRINVSTNG Baby Boomer Prospects, Blockchain, FinTech, Momentum, Financials, Banks—Diversified, Services	428.74 B	0.24	1.04	0.25
4	C	Citigroup	Stock	81.72	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, BETTERINVESTING 100 INDEX, SP 500 Index, 100, KBW Bank, BTRINVSTNG Banking, Baby Boomer Prospects, Warren Buffett Holdings, Hedge Favorites, Investor FinTech, Momentum, Financials, Banks—Diversified, Services	287.3 B	0.19	1.50	0.29
5	VZ	Verizon Communications	Stock	39.88	Diversified Telecommunication Services, Communication Dow Jones Industrial, NYSE Composite, BETTERINVESTING 100 INDEX, SP 500 Index, 100, ARCA Institutional, BTRINVSTNG Dividend Beast, Corona Opportunity, Communication, Impulse, Telecom Services	174.94 B	0.01	1.09	0.02
6	WFC	Wells Fargo	Stock	80.67	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, BETTERINVESTING 100 INDEX, SP 500 Index, 100, KBW Bank, ARCA Institutional, BTRINVSTNG Baby Boomer Prospects, Dividend Beast, FinTech, Momentum, Financials, Banks—Diversified, Services	173.08 B	0.13	1.43	0.19
7	F	Ford Motor	Stock	9.24	Automobile Manufacturers, Automobiles & Components, Consumer Discretionary, NYSE Composite, BETTERINVESTING 100 INDEX, SP 500 Index, 100, Nasdaq Benchmark Consumer, BTRINVSTNG Power Assets, Investor Favorites, Driverless Cars, and Trucks, Momentum, Automobiles, Auto Cyclical	158.52 B	(0.16)	1.89	(0.31)
8	T	ATT Inc	Stock	24.54	Diversified Telecommunication Services, Communication NYSE Composite, BETTERINVESTING 100 INDEX, SP 500 Index, 100, TSX BTRINVSTNG Dividend Beast, Corona Opportunity, Communication, Investor Favorites, Impulse, Telecom Services	154.9 B	0.13	1.42	0.19
9	AMZN	Amazon Inc	Stock	229.15	Broadline Retail, Consumer Discretionary Distribution & Discretionary, Dow Jones Industrial, BETTERINVESTING 100 INDEX, Nasdaq CTA Artificial, SP 500 Index, 100, Total, RETAIL SELECT, ISE Cloud Computing, NASDAQ Pre, Benchmark Consumer, Composite, ARCA Institutional, Composite BTRINVSTNG Robots And Drones, Adviser Favorites, Warren Buffett Holdings, Corona Opportunity, Macroaxis Artificial Intelligence, Investor Impulse, Driverless Cars, Millennials Best, Momentum, Internet Cyclical	130.9 B	0.11	1.74	0.19
10	GM	General Motors	Stock	47.39	Automobile Manufacturers, Automobiles & Components, Consumer Discretionary, NYSE Composite, SP 500 Index, 100 100, Nasdaq Benchmark Consumer, Dividend Beast, Hedge Favorites, Driverless Cars, and Trucks, Momentum, Automobiles, Auto Cyclical	130.69 B	(0.12)	2.46	(0.29)
11	BRK-B	Berkshire Hathaway	Stock	472.74	Diversified Financial Services, Insurance - Diversified, NYSE Composite, SP 500 Index, 100 100, ARCA Institutional, Financials, Insurance—Diversified, Services	128.27 B	0.03	0.89	0.02
12	TMUS	T Mobile	Stock	246.24	Wireless Telecommunication Services, Communication SP 500 Index, 100 100, Nasdaq NASDAQ Pre, Composite, ARCA Institutional, Composite Total, Warren Buffett Holdings, Telecom Services	108.78 B	0.05	1.62	0.07
13	AAPL	Apple Inc	Stock	227.63	Technology Hardware, Storage & Peripherals, Hardware Equipment, Information Technology, Dow Jones Industrial, BETTERINVESTING 100 INDEX, Nasdaq CTA Artificial, SP 500 Index, NASDAQ 100, ARCA Computer Total, Composite, Pre, Institutional, Composite BTRINVSTNG ESG Investing, Disruptive Technologies, Dividend Beast, Warren Buffett Holdings, Corona Opportunity, Artificial Intelligence, Investor Favorites, Driverless Cars, Millennials Best, Consumer Electronics, Cloud Computing	106.63 B	0.02	1.46	0.04
14	MSFT	Microsoft	Stock	409.75	Systems Software, Software - Infrastructure, Information Technology, Dow Jones Industrial, BETTERINVESTING 100 INDEX, Nasdaq CTA Artificial, SP 500 Index, NASDAQ 100, ARCA Computer Total, Composite, ISE Cloud Computing, Pre, Institutional, Composite BTRINVSTNG Cash Cows, Disruptive Technologies, Adviser Favorites, SRI Sustainable Growth, Corona Opportunity, Artificial Intelligence, Blockchain, Investor Video Games, Driverless Cars, Momentum, Software—Infrastructure, Computing	97.85 B	(0.01)	1.52	(0.02)
15	ORCL	Oracle	Stock	174.46	Systems Software, Software - Infrastructure, Information Technology, NYSE Composite, BETTERINVESTING 100 INDEX, SP 500 Index, 100, ARCA Computer ISE Cloud Computing, Institutional, BTRINVSTNG ESG Investing, Macroaxis Momentum, Software—Infrastructure, Computing	94.47 B	(0.03)	2.92	(0.09)
16	CHTR	Charter Communications	Stock	347.84	Cable & Satellite, Media Entertainment, Communication Services, SP 500 Index, 100 100, Nasdaq Total, NASDAQ Pre, Composite, Composite Adviser Favorites, Warren Buffett Holdings, Media, Telecom Services	93.93 B	(0.09)	2.18	(0.19)
17	DUK	Duke Energy	Stock	114.99	Electric Utilities, Utilities - Regulated Electric, NYSE Composite, BETTERINVESTING 100 INDEX, SP 500 Index, Dow Jones Utility, 100, PHLX BTRINVSTNG Dividend Beast, Energy, Utilities—Regulated	80.46 B	0.06	1.06	0.06
18	CVS	CVS Health Corp	Stock	54.01	Health Care Providers & Services, Equipment Care, NYSE Composite, BETTERINVESTING 100 INDEX, SP 500 Index, 100, Nasdaq Benchmark Consumer, BTRINVSTNG Macroaxis Healthcare Plans	79.39 B	0.00	2.52	0.00
19	PFE	Pfizer Inc	Stock	25.74	Pharmaceuticals, Biotechnology & Life Sciences, Health Care, NYSE Composite, ARCA Pharmaceutical, BETTERINVESTING 100 INDEX, SP 500 Index, 100, Dow Jones BTRINVSTNG Robots And Drones, Healthcare, Drug Manufacturers—General, Healthcare	75.04 B	0.00	1.57	0.01
20	NEE	Nextera Energy	Stock	68.27	Electric Utilities, Utilities - Regulated Electric, NYSE Composite, SP 500 Index, Dow Jones Utility, 100 100, ARCA Institutional, PHLX Energy, Utilities—Regulated	73.21 B	(0.10)	1.60	(0.15)

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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Highly Leveraged SP 100 Companies

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