Watchlist / financials

watchlist

Watchlist / financials

current roster plus event stream

symbols 23 events 293 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 293 events.

Cumulative return since Sep 8 — both lines start at 0%, so the gap between them IS the out/under-performance. Hover for daily values.
1D7D30D3M1Y
cohort +0.7%+2.1%-5.2%-2.4%-5.7%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ +0.1%+1.0%-7.4%-5.6%-21.7%

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

30D breadth 7/23 up

trend: 8 up · 0 flat · 15 down · avg RSI 45 · 48% above SMA200 · covered 23/23

contributors

DLO+0.2pp+3.8%
MA+0.2pp+3.8%
MET+0.1pp+2.8%
CME+0.1pp+2.1%
BRK-B+0.1pp+1.8%

detractors

BAC-0.6pp-13.3%
GSE-0.6pp-13.0%
MS-0.5pp-11.8%
FIS-0.5pp-10.6%
ALLY-0.4pp-10.1%

Holdings

JPM $332.99 -6.1% 30d coming into play BAC $54.32 -13.3% 30d coming into play GS $895.32 -13.0% 30d coming into play MS $190.02 -11.8% 30d coming into play BLK $1,082.39 +1.0% 30d coming into play SCHW $96.70 -9.2% 30d coming into play HOOD $109.02 -5.4% 30d coming into play AMP $500.51 -9.3% 30d coming into play PGR $217.43 +0.9% 30d coming into play MET $98.33 +2.8% 30d coming into play BDN $2.68 -10.1% 30d retreating FIS $34.04 -10.6% 30d retreating FISV $45.63 -6.2% 30d retreating COF $199.26 -5.5% 30d coming into play CME $280.56 +2.1% 30d coming into play CRCL $84.51 -9.1% 30d retreating DLO $15.23 +3.8% 30d coming into play MA $589.14 +3.8% 30d in trend BRK-B $515.62 +1.8% 30d coming into play ALLY $37.59 -10.1% 30d coming into play XLF $54.73 -4.1% 30d coming into play KRE $69.01 -6.0% 30d coming into play WFC $83.55 -6.8% 30d coming into play
DLO $15.23 +1.5% +3.8% +0.3% +2.3% 64 coming into play -9.2%
MA $589.14 +2.5% +3.8% +11.8% +4.4% 65 in trend -2.0%
MET $98.33 -0.1% +2.8% +7.3% +19.9% 58 coming into play -2.6%
CME $280.56 +1.5% +2.1% +16.8% +4.4% 62 coming into play -14.8%
BRK-B $515.62 +0.9% +1.8% +4.4% +3.8% 63 coming into play -4.1%
BLK $1082.39 +1.6% +1.0% +4.5% -7.3% 51 coming into play -11.3%
PGR $217.43 -0.6% +0.9% -5.8% -10.2% 57 coming into play -11.5%
XLF $54.73 +0.9% -4.1% -1.8% +2.6% 46 coming into play -6.6%
HOOD $109.02 +1.9% -5.4% -2.6% -28.5% 46 coming into play -29.0%
COF $199.26 -0.1% -5.5% -1.1% -5.5% 45 coming into play -23.3%
KRE $69.01 -0.8% -6.0% -8.0% +9.6% 35 coming into play -11.9%
JPME $332.99 +0.5% -6.1% -1.0% +9.0% 38 coming into play -9.1%
FISV $45.63 -0.7% -6.2% -9.6% -63.8% 40 retreating -64.6%
WFCE $83.55 +1.9% -6.8% -4.1% +4.6% 50 coming into play -14.5%
CRCL $84.51 +4.5% -9.1% +27.8% -43.8% 49 retreating -47.0%
SCHW $96.70 -0.2% -9.2% -6.2% +2.9% 35 coming into play -15.6%
AMP $500.51 +0.3% -9.3% -1.2% +1.9% 40 coming into play -12.6%
BDN $2.68 -2.2% -10.1% -12.4% -28.3% 29 retreating -31.1%
ALLY $37.59 -0.6% -10.1% -17.6% -4.1% 30 coming into play -20.5%
FIS $34.04 -0.9% -10.6% -18.9% -50.4% 38 retreating -50.7%
MS $190.02 +1.4% -11.8% -14.5% +21.6% 34 coming into play -18.2%
GSE $895.32 +1.4% -13.0% -15.2% +14.8% 35 coming into play -22.4%
BAC $54.32 +1.3% -13.3% -9.0% +9.1% 32 coming into play -16.7%

Feed generated 2026-10-10.