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Rising Interest Rates

40.7%
2.9%
1.3%

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
40.7%
2.9%
1.3%
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
72.3% Regional Banks 48.3%
13.3% KeyCorp KEY 53.0%
11.2% Fifth Third Bancorp FITB 40.2%
8.4% East West Bancorp Inc. EWBC 50.4%
7.9% Regions Financial Corporation RF 51.8%
7.7% Prosperity Bancshares Inc. PB 39.7%
5.4% Bank of the Ozarks OZRK 16.8%
4.6% Hancock Holding Company HBHC 88.7%
3.3% International Bancshares Corporation IBOC 43.8%
2.1% Hanmi Financial Corporation HAFC 28.7%
1.6% Customers Bancorp Inc CUBI 19.5%
1.5% LegacyTexas Financial Group Inc. LTXB 56.9%
1.3% SVB Financial Group SIVB 75.7%
1.2% TriState Capital Holdings Inc. TSC 90.5%
1.0% Citizens Financial Group Inc. CFG 56.3%
0.9% Zions Bancorporation ZION 55.2%
0.9% Texas Capital Bancshares Inc. TCBI 72.4%
25.4% Investment Banking & Brokerage 34.1%
19.9% Charles Schwab Corp. SCHW 33.5%
5.5% E*TRADE Financial Corporation ETFC 36.6%
1.3% Thrifts & Mortgage Finance 40.7%
1.3% BofI Holding Inc. BOFI 40.7%
1.0% Diversified Banks 63.2%
1.0% Comerica Incorporated CMA 63.2%

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