FINANCIAL
The Bull Market FINANCIAL Portfolio focuses on the firms that handle the money in this country and around the world. To cover the big banks we recommend the Financial Select Sector SPDR Fund, which owns a diversified portfolio of over 20 banks, including all of the big banks in the US. It also owns a big position in Berkshire Hathaway. We also have Visa in the portfolio. It has been a triple for us since we added it and we would never sell this company.
TICKER SYMBOL or COMPANY NAME into the Search box (top of page) for all Bull Market Report coverage of any stock we follow. Please note that the information contained in individual Research Reports is from the original publication date. We have covered some companies for several years, so the information may be outdated. That’s why we have arranged the search results to spotlight the most recent (most current) coverage first: Our Newsletters and News Flashes, giving you our latest thoughts on the company.
| Name | Symbol | BMR Target | BMR Sell Price | Research | Comments |
|---|---|---|---|---|---|
| Ally Financial | ALLY | $43 | $31 | Research Report | |
| Financial Select Sector SPDR | XLF | $47 | $35 | Research Report | |
| Paypal Holdings | PYPL | $75 | $48 | Research Report | |
| Visa | V | $295 | We would not sell Visa. | Research Report |
Closed Recommendations
| Company (Click for Research) | Symbol | Date Added | Date Removed | Gain or Loss $ | Gain or Loss % |
|---|---|---|---|---|---|
| Silicon Valley Bank | SIVB | 9-22-22 | 3-8-2023 | -$140 | -35% |
| MetLife | MET | 10-30-18 | 3-13-2023 | $28 | 90% |