A revised and more clear released weighting of the equities mentioned in the interest rate equities project.
Reasoning behind the weighting goes into a deeper look into the financial statements of each company. Net Income growth, expenses, and EPS growth, found in the companies 5-year financial statements.
The weighting is as follows:
MTB 30%
MMC 20%
PFBC 15%
RF 10%
EWBC 10%
CBSH 5%
PRU 5%
ALL 2.5%
BBT 2.5%
This allocation is subject to change on a weekly basis. And will be revisited pending Federal Reserve minutes, and/or other interest rate sensitive events.
Benchmarks
This portfolio will be put up against 3 benchmarks.
1. S&P 500
2. Ishares U.S. Regional Bank ETF
3. The leading bank mutual fund and/or ETF
For any questions or inquiries please email me @ alleywayinvesting@gmail.com.