Rising Interest Rates
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Rising Interest Rates

8.7%
15.3%
1.7%

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
8.7%
15.3%
1.7%
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
38.0% Regional Banks 10.7%
4.8% M & T Bank Corp MTB 7.3%
4.8% SunTrust Banks Inc. STI 11.6%
4.6% East West Bancorp Inc EWBC 15.7%
4.2% First Horizon National Corp FHN 7.5%
3.5% Zions Bancorporation ZION 13.6%
3.3% First Merchants Corp. FRME 0.8%
3.1% Texas Capital Bancshares Inc. TCBI 24.1%
2.7% Preferred Bank (Los Angeles CA) PFBC 10.0%
2.5% Fifth Third Bancorp (Cincinnati OH) FITB 14.4%
2.3% SVB Financial Group SIVB 23.3%
2.3% Wintrust Financial Corp. (IL) WTFC 11.6%
30.3% Major Banks 11.3%
8.8% Comerica Inc. CMA 20.4%
7.7% U.S. Bancorp (DE) USB 6.7%
6.7% PNC Financial Services PNC 2.3%
4.7% BB&T Corporation BBT 10.9%
2.3% KeyCorp KEY 19.3%
24.2% Brokers 6.6%
15.5% Charles Schwab Corp. SCHW 10.1%
8.7% Interactive Brokers Group Inc IBKR 0.5%
5.2% Savings Banks 2.7%
5.2% People's United Financial Inc. PBCT 2.7%
2.4% Custodian Banks 24.8%
2.4% State Street Corporation STT 24.8%

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