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Capital Markets Improvers

Tradestie Score Based
62 Score

Discover Capital Markets Improvers for financial sector growth in 2026.

Are you searching for the best growth stocks in the financial services sector for 2026? The Capital Markets Improvers portfolio is designed as a sector ETF alternative, targeting high-potential companies in financial services with a focused strategy for capital appreciation. With a Tradestie Score of 61.53/100, this portfolio of just 8 holdings aims to outperform broader market indices by honing in on undervalued stocks and emerging players in a dynamic industry, poised for gains in the Q1 2026 market outlook.

The stock selection process prioritizes innovation and value investing within financial services, featuring top holdings like AMTD IDEA Group (AMTD) at 13.8%, FS Credit Opportunities Corp. (FSCO) at 13.8%, and Hut 8 Corp. (HUT) at 13.8%. Other notable names include Acadian Asset Management Inc. (AAMI), Renatus Tactical Acquisition Corp I (RTAC), PennantPark Investment Corporation (PNNT), Centurion Acquisition Corp. (ALF), and Lemonade Inc. (LMND), each chosen for their unique growth catalysts—whether it’s disruptive fintech solutions or strong current valuations for 2026. These financial services stocks to buy are positioned to capitalize on evolving market trends, regulatory shifts, and digital transformation, making them attractive for investors seeking the next big opportunity. Despite a low diversification score of 5.8/100 due to its 100% sector allocation, the portfolio offers concentrated exposure to a high-growth niche.

Tailored for aggressive growth investors and those exploring sector-specific strategies, this portfolio suits anyone looking beyond traditional retirement portfolios. However, key considerations include the inherent volatility of financial services stocks and risks tied to interest rate changes or economic downturns. For investors eyeing the best financial stocks for 2026, Capital Markets Improvers offers a compelling, albeit focused, investment vehicle.

Total Return
1.37%
YTD Return
18.30%
Daily Return
-2.35%
Holdings
8
Initial Value
$10000
Current Value
$10137
Tracking Since
Dec 26, 2025
Diversification
6
Sector Allocation
Financial Services
100%

Performance (30 Days)

Holdings

Ticker Weight Price Change 7DTD Total Return Score Alert Info Chart
AMTD 13.8% $0.98 -2.97% -2.98% -2.97% 64
FSCO 13.8% $6.07 -0.82% -3.80% -5.45% 62
HUT 13.8% $55.83 -9.26% -4.11% -7.01% 56
AAMI 11.9% $55.42 +0.53% +0.42% +7.88% 64
RTAC 11.9% $10.70 -0.28% -0.65% -2.46% 61
PNNT 11.9% $5.83 -0.34% -1.52% -4.27% 61
ALF 11.9% $10.73 +0.09% +0.47% +0.52% 61
LMND 11.0% $86.73 -4.98% -6.99% -3.50% 70

Rebalance History

This portfolio is automatically rebalanced when holdings underperform (score below 60 for 10+ consecutive market days).

2026-01-29
RILY (+31.4%) AMTD (Score: 66)
2026-01-26
ALL (-7.6%) LMND (Score: 68)
2026-01-10
CCCX (+7.3%) ALL (Score: 59)
NP (-10.7%) AAMI (Score: 61)

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