Highly Leveraged SP 500 Index Companies

Equity Type

Price

Concentration

			Equity Type	Price	Concentration	Total Debt	Efficiency	Market Risk	Exp Return
1	BAC	Bank of America	Stock	39.88	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, SP 500 Index, 100 100, KBW Bank, ARCA Institutional, BETTERINVESTING INDEX, BTRINVSTNG Investor Favorites, Warren Buffett Holdings, FinTech, Momentum, Baby Boomer Prospects, Hedge Financials, Banks—Diversified, Services	658.43 B	(0.08)	2.58	(0.21)
2	JPM	JPMorgan Chase Co	Stock	244.62	Diversified Banks, Banks - Diversified, Financial Services, Dow Jones Industrial, NYSE Composite, SP 500 Index, 100 100, KBW Bank, ARCA Institutional, BETTERINVESTING INDEX, BTRINVSTNG Blockchain, FinTech, Momentum, Baby Boomer Prospects, Financials, Banks—Diversified, Services	454.31 B	(0.05)	2.35	(0.11)
3	MS	Morgan Stanley	Stock	115.42	Investment Banking & Brokerage, Financial Services, NYSE Composite, SP 500 Index, ARCA Securities Broker, 100 100, Institutional, Trading, Cash Cows, FinTech, Financials, Capital Markets, Services	360.49 B	(0.08)	3.01	(0.24)
4	GS	Goldman Sachs Group	Stock	547.55	Investment Banking & Brokerage, Financial Services, Dow Jones Industrial, NYSE Composite, SP 500 Index, ARCA Securities Broker, 100 100, Institutional, Trading, Cash Cows, FinTech, Momentum, SRI Sustainable Growth, Financials, Capital Markets, Services	342.56 B	(0.07)	2.94	(0.21)
5	C	Citigroup	Stock	68.38	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, SP 500 Index, 100 100, KBW Bank, ARCA Institutional, BETTERINVESTING INDEX, BTRINVSTNG Investor Favorites, Warren Buffett Holdings, FinTech, Momentum, Baby Boomer Prospects, Hedge Banking, Financials, Banks—Diversified, Services	287.3 B	(0.08)	2.92	(0.23)
6	WFC	Wells Fargo	Stock	71.01	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, SP 500 Index, 100 100, KBW Bank, ARCA Institutional, BETTERINVESTING INDEX, BTRINVSTNG Dividend Beast, Macroaxis Picks, FinTech, Momentum, Baby Boomer Prospects, Financials, Banks—Diversified, Services	173.08 B	(0.05)	2.52	(0.13)
7	VZ	Verizon Communications	Stock	44.06	Diversified Telecommunication Services, Communication Dow Jones Industrial, NYSE Composite, SP 500 Index, 100 100, ARCA Institutional, BETTERINVESTING INDEX, BTRINVSTNG Dividend Beast, Impulse, Communication, Corona Opportunity, Telecom Services	168.36 B	0.12	1.77	0.22
8	F	Ford Motor	Stock	10.01	Automobile Manufacturers, Automobiles & Components, Consumer Discretionary, NYSE Composite, SP 500 Index, 100 Nasdaq Benchmark Consumer, BETTERINVESTING INDEX, BTRINVSTNG and Trucks, Power Assets, Investor Favorites, Driverless Cars, Momentum, Automobiles, Auto Cyclical	160.86 B	0.02	2.69	0.06
9	BRK-B	Berkshire Hathaway	Stock	533.25	Diversified Financial Services, Insurance - Diversified, NYSE Composite, SP 500 Index, 100 100, ARCA Institutional, Financials, Insurance—Diversified, Services	143.53 B	0.12	1.66	0.21
10	T	ATT Inc	Stock	27.7	Diversified Telecommunication Services, Communication NYSE Composite, SP 500 Index, 100 100, TSX Thomson Reuters Canada, ARCA Institutional, BETTERINVESTING INDEX, BTRINVSTNG Dividend Beast, Impulse, Communication, Investor Favorites, Corona Opportunity, Telecom Services	140.92 B	0.15	1.74	0.26
11	AMZN	Amazon Inc	Stock	184.42	Broadline Retail, Consumer Discretionary Distribution & Discretionary, Dow Jones Industrial, SP 500 Index, Nasdaq CTA Artificial, NASDAQ 100 Equal, 100, Total, RETAIL SELECT, ISE Cloud Computing, Pre, Benchmark Consumer, Composite, ARCA Institutional, Composite BETTERINVESTING INDEX, BTRINVSTNG Millennials Best, Impulse, Investor Favorites, Macroaxis Warren Buffett Holdings, Driverless Cars, Robots And Drones, Adviser Artificial Intelligence, Momentum, Corona Opportunity, Internet Cyclical	130.9 B	(0.12)	2.86	(0.34)
12	GM	General Motors	Stock	45.24	Automobile Manufacturers, Automobiles & Components, Consumer Discretionary, NYSE Composite, SP 500 Index, 100 100, Nasdaq Benchmark Consumer, Dividend Beast, and Trucks, Driverless Cars, Momentum, Hedge Favorites, Automobiles, Auto Cyclical	130.69 B	(0.04)	2.60	(0.11)
13	TMUS	T Mobile	Stock	246.95	Wireless Telecommunication Services, Communication SP 500 Index, NASDAQ 100 Equal, 100, Nasdaq Pre, Composite, ARCA Institutional, Composite Total, Warren Buffett Holdings, Telecom Services	113.94 B	0.05	2.40	0.12
14	AAPL	Apple Inc	Stock	212.5	Technology Hardware, Storage & Peripherals, Hardware Equipment, Information Technology, Dow Jones Industrial, SP 500 Index, Nasdaq CTA Artificial, NASDAQ 100 Equal, 100, ARCA Computer Total, Composite, Pre, Institutional, Composite BETTERINVESTING INDEX, BTRINVSTNG Millennials Best, Disruptive Technologies, Dividend Beast, Investor Favorites, Macroaxis Picks, Warren Buffett Holdings, Driverless Cars, Artificial Intelligence, ESG Investing, Corona Opportunity, Consumer Electronics, Cloud Computing	106.63 B	(0.04)	3.16	(0.13)
15	ORCL	Oracle	Stock	140.72	Systems Software, Software - Infrastructure, Information Technology, NYSE Composite, SP 500 Index, 100 100, ARCA Computer ISE Cloud Computing, Institutional, BETTERINVESTING INDEX, BTRINVSTNG Macroaxis Momentum, ESG Investing, Software—Infrastructure, Computing	94.47 B	(0.08)	3.15	(0.25)
16	CHTR	Charter Communications	Stock	391.86	Cable & Satellite, Media Entertainment, Communication Services, SP 500 Index, NASDAQ 100 Equal, 100, Nasdaq Total, Pre, Composite, Composite Warren Buffett Holdings, Adviser Favorites, Media, Telecom Services	93.93 B	0.10	2.77	0.28
17	CVS	CVS Health Corp	Stock	66.71	Health Care Providers & Services, Equipment Care, NYSE Composite, SP 500 Index, 100 100, Nasdaq Benchmark Consumer, BETTERINVESTING INDEX, BTRINVSTNG Macroaxis Healthcare, Healthcare Plans	82.92 B	0.12	2.60	0.30
18	UNH	UnitedHealth Group Incorporated	Stock	411.44	Health Care Providers & Services, Equipment Care, Dow Jones Industrial, NYSE Composite, SP 500 Index, 100 100, ARCA Institutional, BETTERINVESTING INDEX, BTRINVSTNG Obamacare Repeal, Healthcare Plans	76.9 B	(0.11)	3.49	(0.37)
19	XOM	Exxon Mobil Corp	Stock	105.63	Oil, Gas & Consumable Fuels, Oil Integrated, Energy, NYSE Composite, SP 500 Index, 100 100, Dow Jones ARCA OIL GAS, Institutional, BETTERINVESTING INDEX, BTRINVSTNG Dividend Beast, Impulse, Investor Favorites, Energy	68.78 B	(0.01)	2.08	(0.02)
20	AVGO	Broadcom	Stock	192.47	Semiconductors & Semiconductor Equipment, Information Technology, SP 500 Index, Philadelphia NASDAQ 100 Equal, 100, Nasdaq ARCA Computer Total, Pre, Networking, Composite, Institutional, Composite Giant Impact, Semiconductors, Computing	67.57 B	(0.02)	4.32	(0.09)

The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.

Total Debt refers to the amount of long term interest-bearing liabilities that a company carries on its balance sheet. That may include bonds sold to the public, notes written to banks or capital leases. Typically, debt can help a company magnify its earnings, but the burden of interest and principal payments will eventually prevent the firm from borrow excessively. In most industries, total debt may also include the current portion of long-term debt. Since debt terms vary widely from one company to another, simply comparing outstanding debt obligations between different companies may not be adequate. It is usually meant to compare total debt amounts between companies that operate within the same sector.

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