Watchlist / financials

watchlist

Watchlist / financials

current roster plus event stream

symbols 23 events 331 latest

Financials - Banks/Investment firms (JPM, BAC, GS, MS, BLK), brokers (SCHW, HOOD), insurance (AMP, PGR, MET, BDN), fintech (FIS, FISV), card-network (COF — absorbed Discover/DFS via 2025 acquisition), exchanges (CME), stablecoins (CRCL Circle — Clarity Act dependent)

Showing 120 of 331 events.

Cumulative return since Sep 21 — both lines start at 0%, so the gap between them IS the out/under-performance. Hover for daily values.
1D7D30D3M1Y
cohort +1.0%+2.2%+1.2%+1.5%-1.8%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ +2.2%+3.2%+2.4%-1.9%-16.2%

equal-weight · buy-and-hold from window start, no rebalancing · 3M+ windows are a current-roster backcast.

30D breadth 13/23 up

trend: 11 up · 0 flat · 12 down · avg RSI 56 · 61% above SMA200 · covered 23/23

contributors

CME+0.6pp+14.5%
MA+0.6pp+13.9%
PGR+0.5pp+11.0%
FISV+0.4pp+10.2%
FIS+0.4pp+9.5%

detractors

HOOD-1.0pp-22.3%
BAC-0.4pp-9.1%
SCHW-0.4pp-8.9%
CRCL-0.4pp-8.4%
MS-0.4pp-8.1%

Holdings

JPM $336.54 -1.0% 30d coming into play BAC $51.08 -9.1% 30d coming into play GS $891.30 -6.1% 30d coming into play MS $183.97 -8.1% 30d coming into play BLK $1,137.29 +6.6% 30d coming into play SCHW $91.44 -8.9% 30d coming into play HOOD $96.58 -22.3% 30d coming into play AMP $496.83 -3.0% 30d coming into play PGR $229.62 +11.0% 30d coming into play MET $103.57 +8.0% 30d coming into play BDN $2.95 0.0% 30d retreating FIS $38.29 +9.5% 30d retreating FISV $50.82 +10.2% 30d retreating COF $203.43 +1.4% 30d retreating CME $305.98 +14.5% 30d in trend CRCL $86.62 -8.4% 30d retreating DLO $14.84 +4.1% 30d coming into play MA $633.21 +13.9% 30d coming into play BRK-B $546.97 +8.6% 30d in trend ALLY $39.31 +0.6% 30d retreating XLF $56.65 +3.4% 30d coming into play KRE $72.41 +1.7% 30d coming into play WFC $83.01 -0.2% 30d retreating
CME $305.98 +3.5% +14.5% +20.3% +14.3% 78 in trend -7.0%
MA $633.21 +1.7% +13.9% +19.4% +10.8% 80 coming into play +0.0%
PGR $229.62 +3.7% +11.0% +10.9% +3.1% 66 coming into play -4.1%
FISV $50.82 +5.4% +10.2% +1.7% -59.4% 67 retreating -60.5%
FIS $38.29 +5.1% +9.5% -4.4% -43.6% 66 retreating -44.5%
BRK-B $546.97 +1.5% +8.6% +11.4% +11.2% 82 in trend -0.5%
MET $103.57 +1.4% +8.0% +11.9% +31.8% 69 coming into play -0.1%
BLK $1137.29 -1.1% +6.6% +9.7% +0.7% 61 coming into play -4.2%
DLO $14.84 -2.0% +4.1% +5.4% -1.3% 52 coming into play -8.1%
XLF $56.65 +1.1% +3.4% +1.5% +8.1% 63 coming into play -3.3%
KRE $72.41 +2.5% +1.7% -3.6% +19.8% 59 coming into play -7.6%
COF $203.43 -1.6% +1.4% +1.7% -7.7% 53 retreating -21.6%
ALLY $39.31 +1.6% +0.6% -10.6% -3.2% 55 retreating -16.9%
BDN $2.95 +9.3% +0.0% -3.9% -23.4% 62 retreating -24.2%
WFC $83.01 +0.7% -0.2% -3.7% -1.0% 50 retreating -15.1%
JPM $336.54 +0.4% -1.0% -3.8% +14.4% 48 coming into play -8.2%
AMP $496.83 +1.3% -3.0% -4.5% +5.1% 45 coming into play -13.2%
GS $891.30 -1.5% -6.1% -17.1% +19.7% 42 coming into play -22.8%
MS $183.97 -1.6% -8.1% -14.5% +16.4% 39 coming into play -20.8%
CRCL $86.62 -3.4% -8.4% +39.3% -30.6% 52 retreating -41.3%
SCHW $91.44 -0.2% -8.9% -10.0% -3.0% 32 coming into play -20.2%
BAC $51.08 +0.6% -9.1% -16.6% +0.0% 28 coming into play -21.7%
HOOD $96.58 -5.3% -22.3% -4.9% -24.1% 38 coming into play -35.8%

Feed generated 2026-10-23.