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Rising Interest Rates

1.3%
7.0%
0.7%

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
1.3%
7.0%
0.7%
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
36.8% Regional Banks 0.9%
6.1% M & T Bank Corp MTB 1.5%
4.8% SunTrust Banks Inc. STI 3.4%
4.7% East West Bancorp Inc EWBC 6.9%
4.4% First Horizon National Corp FHN 0.1%
4.1% Zions Bancorporation ZION 1.9%
4.0% First Merchants Corp. FRME 10.8%
2.9% SVB Financial Group SIVB 23.0%
2.8% PrivateBancorp Inc. PVTB 12.3%
1.7% Texas Capital Bancshares Inc. TCBI 13.3%
1.1% Fifth Third Bancorp (Cincinnati OH) FITB 5.4%
30.8% Major Banks 1.5%
9.3% Comerica Inc. CMA 3.3%
7.5% U.S. Bancorp (DE) USB 2.8%
6.7% PNC Financial Services PNC 1.8%
5.1% BB&T Corporation BBT 4.3%
2.1% Regions Financial Corp RF 1.4%
26.5% Brokers 1.1%
14.2% Charles Schwab Corp. SCHW 5.2%
8.3% Interactive Brokers Group Inc IBKR 13.0%
4.1% TD Ameritrade Holding Corp AMTD 15.7%
4.7% Savings Banks 6.8%
4.7% People's United Financial Inc. PBCT 6.8%
1.3% Custodian Banks 0.9%
1.3% Northern Trust Corp. NTRS 0.9%

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