Watchlist / financials

watchlist

Watchlist / financials

current roster plus event stream

symbols 21 events 185 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 185 events.

Cumulative return since Jul 20 — both lines start at 0%, so the gap between them IS the out/under-performance. Hover for daily values.
1D7D30D3M1Y
cohort -1.2%+0.1%+3.2%+8.5%+1.4%
SPY -0.5%-0.1%+4.0%+4.9%+21.4%
Δ -0.7%+0.2%-0.8%+3.6%-20.0%

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

30D breadth 14/21 up

trend: 14 up · 0 flat · 7 down · avg RSI 54 · 71% above SMA200 · covered 21/21

contributors

CRCL+1.1pp+23.4%
CME+0.4pp+9.3%
SCHW+0.4pp+8.9%
BLK+0.3pp+7.0%
AMP+0.3pp+6.7%

detractors

BDN-0.2pp-4.1%
DLO-0.2pp-3.9%
ALLY-0.2pp-3.8%
HOOD-0.2pp-3.7%
PGR-0.1pp-2.0%

Holdings

JPM $360.96 +5.8% 30d in trend BAC $63.89 +4.3% 30d in trend GS $1,051.31 -1.3% 30d in trend MS $218.21 +1.8% 30d in trend BLK $1,147.11 +7.0% 30d in trend SCHW $110.58 +8.9% 30d in trend HOOD $96.25 -3.7% 30d retreating AMP $561.63 +6.7% 30d in trend PGR $203.84 -2.0% 30d coming into play MET $96.68 +3.5% 30d in trend BDN $3.01 -4.1% 30d coming into play FIS $41.17 -1.8% 30d retreating FISV $52.21 +3.1% 30d retreating COF $221.45 +6.5% 30d in trend CME $267.88 +9.3% 30d coming into play CRCL $74.59 +23.4% 30d retreating DLO $13.91 -3.9% 30d in trend MA $562.26 +3.4% 30d in trend BRK-B $498.23 +1.5% 30d in trend ALLY $43.61 -3.8% 30d coming into play XLF $57.58 +2.4% 30d in trend
CRCL $74.59 +4.2% +23.4% -33.0% -44.8% 58 retreating -53.2%
CME $267.88 -0.7% +9.3% -11.8% +3.3% 61 coming into play -16.2%
SCHW $110.58 -0.5% +8.9% +19.7% +16.5% 73 in trend -0.9%
BLK $1147.11 -2.3% +7.0% +6.2% +2.0% 60 in trend -4.5%
AMP $561.63 -1.4% +6.7% +19.6% +10.1% 65 in trend -1.9%
COF $221.45 -2.6% +6.5% +18.8% +1.3% 60 in trend -14.0%
JPM $360.96 -0.5% +5.8% +20.6% +24.2% 62 in trend -1.5%
BAC $63.89 -0.9% +4.3% +26.7% +31.9% 63 in trend -2.0%
MET $96.68 -1.0% +3.5% +19.5% +22.0% 59 in trend -4.2%
MA $562.26 -1.2% +3.4% +11.3% -5.5% 57 in trend -6.0%
FISV $52.21 -4.0% +3.1% -7.8% -62.6% 48 retreating -62.8%
XLF $57.58 -1.0% +2.4% +11.7% +11.0% 58 in trend -1.4%
MS $218.21 +0.4% +1.8% +13.9% +50.8% 55 in trend -5.5%
BRK-B $498.23 -1.1% +1.5% +2.0% +1.9% 43 in trend -7.3%
GS $1051.31 +1.1% -1.3% +11.6% +44.6% 52 in trend -8.9%
FIS $41.17 -4.1% -1.8% -4.0% -40.8% 44 retreating -40.9%
PGR $203.84 -2.8% -2.0% +0.0% -12.9% 39 coming into play -14.8%
HOOD $96.25 +0.7% -3.7% +24.8% -12.0% 50 retreating -37.4%
ALLY $43.61 -2.9% -3.8% +4.3% +10.6% 46 coming into play -7.1%
DLO $13.91 -1.8% -3.9% +22.8% -3.3% 43 in trend -15.7%
BDN $3.01 -2.6% -4.1% +2.0% -18.9% 43 coming into play -27.8%

Feed generated 2026-08-18.