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Financial Services Improvers

Tradestie Score Based
60 Score

Explore Financial Services Improvers for top growth stocks in 2026.

Dive into the Financial Services Improvers portfolio, a dynamic investment strategy designed to capitalize on the best growth stocks within the financial services sector for 2026. With a focused approach on value investing and sector-specific potential, this portfolio offers a compelling alternative to broad sector ETFs, targeting undervalued stocks with strong upside potential. Comprising 12 carefully selected holdings, it boasts a Tradestie Score of 59.52/100, reflecting a balanced yet opportunistic stance for investors eyeing substantial returns by Q1 2026.

The stock selection shines with industry leaders and hidden gems like AMTD IDEA Group (AMTD), Interactive Brokers Group Inc (IBKR), FS Credit Opportunities Corp. (FSCO), Bridgewater Bancshares Inc. (BWBBP), Hut 8 Corp. (HUT), Foreign Trade Bank of Latin America Inc (BLX), Acadian Asset Management Inc (AAMI), PayPal Holdings Inc (PYPL), MetLife Inc (MET), and Sun Life Financial Inc. (SLF). These financial services stocks are chosen for their robust fundamentals, innovative business models, and attractive current valuations, positioning them as some of the best growth stocks for 2026. With 92% allocation to financial services and 8% to communication services, this portfolio hones in on sector-specific trends expected to drive the 2026 market outlook. However, investors should note potential market risks, including interest rate volatility and regulatory changes impacting the financial sector. This portfolio is ideal for aggressive growth investors and those seeking a retirement portfolio with sector focus, rather than passive income seekers chasing dividend income. Tailored for the savvy investor, it appeals to both beginner investors exploring financial stocks to buy and seasoned players looking to diversify with undervalued stocks in a volatile market.

Total Return
6.15%
YTD Return
8.83%
Daily Return
-1.75%
Holdings
12
Initial Value
$10000
Current Value
$10615
Tracking Since
Dec 26, 2025
Diversification
31
Sector Allocation
Financial Services
92%
Communication Services
8%

Performance (30 Days)

Holdings

Ticker Weight Price Change 7DTD Total Return Score Alert Info Chart
AMTD 8.7% $0.98 -2.97% -2.98% -2.97% 64
IBKR 8.3% $74.88 -1.03% -3.48% +6.26% 65
FSCO 8.3% $6.07 -0.82% -3.80% -5.45% 62
BWBBP 8.3% $19.45 +0.23% -0.18% +0.28% 61
HUT 8.3% $55.83 -9.26% -4.11% -7.01% 56
BLX 8.3% $48.47 -0.62% +3.66% +5.26% 63
AAMI 8.3% $55.42 +0.53% +0.42% +7.88% 64
PYPL 8.3% $52.69 -0.79% -6.94% -8.62% 52
MET 8.3% $78.88 +0.83% +4.05% +1.26% 60
SLF 8.3% $63.04 -1.18% -1.02% +0.37% 58
DJT 8.3% $12.78 -5.61% -12.04% -11.31% 54
RTAC 8.3% $10.70 -0.28% -0.65% -2.46% 61

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)
2026-01-21
CRBG (-3.2%) BLX (Score: 64)
2026-01-15
SUPV (-12.1%) AAMI (Score: 61)
2026-01-10
NP (-2.0%) BWBBP (Score: 65)

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