I own a lot of bank and invest-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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Emotional Investor
01-17 13:56

I own a lot of bank and investment bank stocks plus Amex, visa and sofi. All have have an annualized return of over 50% and a third over 100%. Well by all, I mean all but one. Visa has sucked, oh wait if I lump PayPal in there to, it’s very suckie. My annualized return on visa is -1% give or take. PayPal is like -20%. But pretty insignificant compared to overall gains.
But as I looks through my investment notes, it clear. $Citigroup(C)$ was a no brainer. And old fashioned value stock when I brought it. David Dodd would be proud. It was trading at around half of its break up value when I brought it. You never find stocks like that these days. But find it I did.
I brought ALOt of different bank stocks during the “banking crisis” around two years ago. And with the exception of two, all have performed exceptionally.
But this article has prompted me to re evaluate my position in these stocks.
They are all still long term holds. But I think their run is done for now. So I think I will trim.

# Big Bank Earnings Recap: AI Divergence, MS is the Winner?

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twiddly
·01-19 10:40
Solid move on banks, mate! I cut back when things felt toppy. [看涨]
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Shares fell more than 4% Tuesday, dragging the broader financial sector lower. The results suggest that in a high-rate environment, capital markets activity is recovering more slowly than expected, while rising operating costs are squeezing margins. Does JPMorgan’s earnings miss point to a broader slowdown in capital markets activity?\nIn a higher-for-longer rate environment, can banks defend margins against rising costs?","image":"https://community-static.tradeup.com/news/0b1b6d7deef08a4076898a2d03aeee05"}],"images":[],"coverImages":[],"html":"<html><head></head><body>I own a lot of bank and investment bank stocks plus Amex, visa and sofi. All have have an annualized return of over 50% and a third over 100%. Well by all, I mean all but one. Visa has sucked, oh wait if I lump PayPal in there to, it’s very suckie. My annualized return on visa is -1% give or take. PayPal is like -20%. But pretty insignificant compared to overall gains. \n<br>\nBut as I looks through my investment notes, it clear. <a href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a> was a no brainer. And old fashioned value stock when I brought it. David Dodd would be proud. It was trading at around half of its break up value when I brought it. You never find stocks like that these days. But find it I did. \n<br>\nI brought ALOt of different bank stocks during the “banking crisis” around two years ago. And with the exception of two, all have performed exceptionally. \n<br>\nBut this article has prompted me to re evaluate my position in these stocks. \n<br>\nThey are all still long term holds. But I think their run is done for now. So I think I will trim.</body></html>","htmlText":"<html><head></head><body>I own a lot of bank and investment bank stocks plus Amex, visa and sofi. All have have an annualized return of over 50% and a third over 100%. Well by all, I mean all but one. Visa has sucked, oh wait if I lump PayPal in there to, it’s very suckie. My annualized return on visa is -1% give or take. PayPal is like -20%. But pretty insignificant compared to overall gains. \n<br>\nBut as I looks through my investment notes, it clear. <a href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a> was a no brainer. And old fashioned value stock when I brought it. David Dodd would be proud. It was trading at around half of its break up value when I brought it. You never find stocks like that these days. But find it I did. \n<br>\nI brought ALOt of different bank stocks during the “banking crisis” around two years ago. And with the exception of two, all have performed exceptionally. \n<br>\nBut this article has prompted me to re evaluate my position in these stocks. \n<br>\nThey are all still long term holds. But I think their run is done for now. So I think I will trim.</body></html>","text":"I own a lot of bank and investment bank stocks plus Amex, visa and sofi. 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I cut back when things felt toppy. [看涨]","text":"Solid move on banks, mate! I cut back when things felt toppy. [看涨]","html":"Solid move on banks, mate! I cut back when things felt toppy. [看涨]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}