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.
Click the + button to expand the table for more financial information.
Click the COMPANY NAME for an exclusive Investment Research Report. Note that information contained in individual Research Reports is from the original publication date. Updates to these reports can be found in our Bi-Weekly Newsletter and periodic News Flashes.
| Company (Click for Research) | Symbol | Date Added | Price on Date Added | Current price | Dividend | Yield | BMR Target Price | BMR Sell Price | |
|---|---|---|---|---|---|---|---|---|---|
| Ally | ALLY | 01-12-2023 | 27 | $35 | $24 | ||||
| Financial Select Sector | XLF | 07-12-2018 | 27 | $47 | $30 | ||||
| Paypal Holdings | PYPL | 01-21-2016 | 31.2 | $125 | We would not sell PayPal | ||||
| Visa | V | 02-12-2016 | 70.42 | $265 | We would not sell Visa |
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% |