Invest in

Rising Interest Rates

16.8%
11.4%
8.6%

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
16.8%
11.4%
8.6%
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
57.9% Regional Banks 8.6%
9.8% East West Bancorp Inc. EWBC 16.2%
9.3% First Horizon National Corporation FHN 9.2%
7.8% M&T Bank Corporation MTB 3.3%
6.5% SVB Financial Group SIVB 28.7%
4.9% Texas Capital Bancshares Inc. TCBI 17.8%
4.3% Western Alliance Bancorporation (DE) WAL 1.2%
3.9% PrivateBancorp Inc. PVTB 0.9%
3.0% Synovus Financial Corp. SNV 1.3%
2.8% First Merchants Corporation FRME 5.7%
2.8% Wintrust Financial Corporation WTFC 0.4%
1.8% Lakeland Financial Corporation LKFN 14.3%
1.0% Fifth Third Bancorp FITB 8.8%
21.3% Major Banks 12.1%
16.1% Comerica Incorporated CMA 13.8%
2.5% PNC Financial Services PNC 9.4%
1.6% U.S. Bancorp USB 3.3%
1.1% BB&T Corporation BBT 7.5%
16.0% Brokers 9.2%
12.2% Charles Schwab Corp. SCHW 9.4%
3.8% Interactive Brokers Group Inc. IBKR 8.5%
4.8% Savings Banks 27.7%
2.7% Pacific Premier Bancorp Inc PPBI 46.7%
2.0% People's United Financial Inc. PBCT 2.2%

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