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Rising Interest Rates

46.6%
9.6%
0.2%

When Rates Rise, Cash-Rich May Win

If interest rates begin to climb, who wins? Given the significant interest income that online brokers, custodian banks, and other financials earn on customer cash balances, they could be the ones poised to profit. The near-0% rates of recent years have eviscerated the interest income stream for these financials. In normal rate environments, some can derive as much as 45% of their revenue from lending. And while potential homeowners and other borrowers might not be thrilled about it, an uptick in rates could mean quick cash flow for those who hold customer cash, and are well prepared. See more
46.6%
9.6%
0.2%
Invest in Thematic Portfolios
Create your own customizable basket of up to 30 stocks or ETFs for just $9.95.
Motif Index 1 YR Return
Rising Interest Rates Benchmark
With this Motif, you can buy the following basket of stocks for just $9.95:
Weight Segment & Stocks Symbol 1 MO / 1 YR Return
71.5% Regional Banks 58.6%
12.7% KeyCorp KEY 57.8%
11.5% Fifth Third Bancorp FITB 50.6%
8.3% Regions Financial Corporation RF 80.5%
7.7% East West Bancorp Inc. EWBC 58.4%
7.7% Prosperity Bancshares Inc. PB 52.6%
5.6% Bank of the Ozarks OZRK 20.3%
4.3% Hancock Holding Company HBHC 87.1%
3.1% International Bancshares Corporation IBOC 46.8%
2.1% Hanmi Financial Corporation HAFC 36.5%
1.6% LegacyTexas Financial Group Inc. LTXB 105.0%
1.6% Customers Bancorp Inc CUBI 29.6%
1.3% SVB Financial Group SIVB 78.6%
1.1% TriState Capital Holdings Inc. TSC 84.4%
1.0% Texas Capital Bancshares Inc. TCBI 106.6%
1.0% Citizens Financial Group Inc. CFG 63.2%
1.0% Zions Bancorporation ZION 64.9%
26.0% Investment Banking & Brokerage 42.7%
20.6% Charles Schwab Corp. SCHW 44.3%
5.4% E*TRADE Financial Corporation ETFC 36.8%
1.5% Thrifts & Mortgage Finance 28.2%
1.5% BofI Holding Inc. BOFI 28.2%
1.0% Diversified Banks 76.0%
1.0% Comerica Incorporated CMA 76.0%

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