5 Healthy Financial Stocks For Year-End Investment (Wednesday Bonus List)
Wednesday BONUS Theme List
5 Healthy Financial Stocks For Year-End Investment
Published Wednesday, December 14th, 8AM ET
Analysis: The period from approximately December 14th through January 11th is typically an excellent time for financial sector stocks. The Vanguard Financials Index Fund (VFH) in particular, over the last 10 years, has averaged more than a 3% gain and has been up 9 of the 10 years during this time period. Today's list includes five VFH components that that have the highest probability of going up over the next few weeks, based on the proprietary SWW algorithm, which takes into account an array of technical, fundamental, seasonal, and other factors.
This week’s list:
HTBK - Heritage Commerce Corp
Sector/Industry: Financials - Banks
Market Cap: ~821M
Info: Financial services company that provides a wide range of banking services for individuals and businesses. Their financial offerings include checking and savings accounts, commercial and consumer loans, mortgages, investments, e-commerce solutions and more.GL - Globe Life Inc
Sector/Industry: Financials - Insurance
Market Cap: ~11.3B
Info: Founded in 1951, offers life and supplemental health insurance products to individuals and families with a total of 10 million policies in force. Technology drives much of their policy services; for instance, you can manage your account via online. Products are tailored to meet each individual customer's protection needs and provide financial security for the future.IBKR - Interactive Brokers Group Inc
Sector/Industry: Financials - Capital Markets
Market Cap: ~31.9B
Info: A leader in the industry of online brokerage services for many years. IBKR offers clients a wide range of financial products from equities, options, currencies and futures to mutual funds, bonds and more. Their secure trading platforms promise fast processing times and reliability in executing trades with the most up-to-date market news at their fingertips.PFG - Principal Financial Group Inc
Sector/Industry: Financials - Insurance
Market Cap: ~21.6B
Info: The Principal Financial Group Inc (PFG) is a global financial services leader that has been serving customers for over 140 years. PFG provides integrated solutions tailored to the needs of their nearly 19 million customers worldwide, across retirement, investments, and insurance.FHI - Federated Hermes Inc
Sector/Industry: Financials - Capital Markets
Market Cap: ~3.2B
Info: A global leader in active asset management. With over $607 billion in assets under its stewardship, it offers customized strategies and innovative solutions to investors across a diverse range of industries and regions. It also has major expertise in fixed income, liquid alternatives and quantitative investments.
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