Financial Services Portfolio

UPDATED ON

Sep 4

Financial Services holds up to 4 names drawn from Financial services above $200M. Financial services ranked on the composite positive factor. Positions are held for 6-14 days, each position carries a 20% stop-loss. Benchmark: S&P 500 Financials.

Description

Financial services above $200M. Names are ranked on the composite positive factor. Holds up to 4 names for 6 to 14 days, with a 20% stop-loss on every position.

Strategy

Equal capital is invested in every stock recommendation. Recommendations are published a few hours before the open, and each one is placed as a market order with a 20% stop-loss attached, so buys and sells fill at the opening price. If the price touches the stop during the day, the position is sold there, at 80% of its entry price. Positions are held for 6 to 14 days, and the book is capped at four names. Reported returns are measured from those opening prices and include every stop-loss exit.

View Returns

Holdings:4

New Additions:1

Removed:1

Holdings4

NEW

BUR

Burford Capital Limited

Sector:Financial Services

Industry:Asset Management

Market Cap:$0.95B

Analysts Target:+14%

Analysts Rating:2.3/5

ForecastQ Daily Probabilities

54.1%

45.6%

29.0%

MRX

Marex Group Limited

Sector:Financial Services

Industry:Financial - Capital Markets

Market Cap:$5.24B

Analysts Target:+12%

Analysts Rating:2.0/5

ForecastQ Daily Probabilities

47.0%

51.6%

25.6%

ECPG

Encore Capital Group, Inc.

Sector:Financial Services

Industry:Financial - Credit Services

Market Cap:$2.12B

Analysts Target:+1%

Analysts Rating:2.2/5

ForecastQ Daily Probabilities

29.3%

34.6%

7.7%

LU

Lufax Holding Ltd

Sector:Financial Services

Industry:Financial - Credit Services

Market Cap:$1.14B

Analysts Target:+6%

Analysts Rating:2.4/5

ForecastQ Daily Probabilities

63.2%

23.1%

36.6%

Removed Stocks1

REMOVED

AMG

Affiliated Managers Group, Inc.

Sector:Financial Services

Industry:Asset Management

Market Cap:$9.79B

Analysts Target:+10%

Analysts Rating:2.0/5

ForecastQ Daily Probabilities

30.0%

16.3%

11.5%