Highly Leveraged SP 500 Index Companies

Equity Type

Price

Concentration

			Equity Type	Price	Concentration	Total Debt	Efficiency	Market Risk	Exp Return
1	JPM	JPMorgan Chase Co	Stock	240.78	Diversified Banks, Banks - Diversified, Financial Services, Dow Jones Industrial, NYSE Composite, ARCA Major Markets, 100 Index, SP 500 Institutional, KBW Bank, 100, BETTERINVESTING INDEX, BTRINVSTNG Blockchain, FinTech, Baby Boomer Prospects, Momentum, Macroaxis Picks, Financials, Banks—Diversified, Services	436.54 B	0.09	2.04	0.19
2	BAC	Bank of America	Stock	46.06	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, 100 Index, SP 500 ARCA Institutional, KBW Bank, 100, BETTERINVESTING INDEX, BTRINVSTNG Investor Favorites, Warren Buffett Holdings, FinTech, Baby Boomer Prospects, Hedge Momentum, Financials, Banks—Diversified, Services	334.3 B	0.16	1.62	0.26
3	GS	Goldman Sachs Group	Stock	581.93	Investment Banking & Brokerage, Financial Services, Dow Jones Industrial, NYSE Composite, 100 Index, SP 500 ARCA Securities Broker, 100, FinTech, Trading, Momentum, Cash Cows, SRI Sustainable Growth, Financials, Capital Markets, Services	333.25 B	0.11	2.23	0.24
4	C	Citigroup	Stock	68.28	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, 100 Index, SP 500 KBW Bank, 100, BETTERINVESTING INDEX, BTRINVSTNG Investor Favorites, Warren Buffett Holdings, FinTech, Baby Boomer Prospects, Hedge Momentum, Banking, Financials, Banks—Diversified, Services	324.08 B	0.09	1.99	0.18
5	MS	Morgan Stanley	Stock	131.69	Investment Banking & Brokerage, Financial Services, NYSE Composite, 100 Index, SP 500 ARCA Securities Broker, 100, Investing, FinTech, Trading, Cash Cows, Financials, Capital Markets, Services	276.39 B	0.21	2.11	0.44
6	WFC	Wells Fargo	Stock	73.58	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, ARCA Major Markets, 100 Index, SP 500 Institutional, KBW Bank, 100, BETTERINVESTING INDEX, BTRINVSTNG FinTech, Baby Boomer Prospects, Dividend Beast, Momentum, Financials, Banks—Diversified, Services	219.47 B	0.18	2.46	0.45
7	VZ	Verizon Communications	Stock	42.22	Diversified Telecommunication Services, Communication Dow Jones Industrial, NYSE Composite, 100 Index, SP 500 ARCA Institutional, 100, BETTERINVESTING INDEX, BTRINVSTNG Impulse, Dividend Beast, Corona Opportunity, Communication, Telecom Services	174.94 B	0.05	1.41	0.07
8	T	ATT Inc	Stock	22.83	Diversified Telecommunication Services, Communication NYSE Composite, 100 Index, SP 500 100, BETTERINVESTING INDEX, BTRINVSTNG TSX Thomson Reuters Canada, Impulse, Investor Favorites, Dividend Beast, Corona Opportunity, Communication, Telecom Services	154.9 B	0.21	1.25	0.26
9	F	Ford Motor	Stock	10.73	Automobile Manufacturers, Automobiles & Components, Consumer Discretionary, NYSE Composite, 100 Index, SP 500 100, BETTERINVESTING INDEX, BTRINVSTNG Driverless Cars, Investor Favorites, Power Assets, and Trucks, Momentum, Automobiles, Auto Cyclical	151.11 B	(0.02)	1.96	(0.04)
10	AMZN	Amazon Inc	Stock	202.88	Broadline Retail, Consumer Discretionary Distribution & Discretionary, Dow Jones Industrial, NASDAQ Composite, ISE Cloud Computing, Nasdaq CTA Artificial, SP 500 Index, ARCA Institutional, 100, 100 Pre, BETTERINVESTING INDEX, BTRINVSTNG Macroaxis Driverless Cars, Millennials Best, Impulse, Investor Favorites, Warren Buffett Holdings, Adviser Robots And Drones, Artificial Intelligence, Corona Opportunity, Momentum, Internet Cyclical	135.61 B	0.13	1.84	0.23
11	BRK-B	Berkshire Hathaway	Stock	468.83	Diversified Financial Services, Insurance - Diversified, NYSE Composite, 100 Index, SP 500 ARCA Institutional, 100, Financials, Insurance—Diversified, Services	128.27 B	0.05	1.11	0.06
12	GM	General Motors	Stock	54.87	Automobile Manufacturers, Automobiles & Components, Consumer Discretionary, NYSE Composite, 100 Index, SP 500 100, Driverless Cars, Dividend Beast, and Trucks, Hedge Favorites, Momentum, Automobiles, Auto Cyclical	122.65 B	0.10	2.17	0.22
13	TMUS	T Mobile	Stock	235.47	Wireless Telecommunication Services, Communication NASDAQ Composite, SP 500 Index, 100, Nasdaq 100 Pre, Warren Buffett Holdings, Telecom Services	113.09 B	0.21	1.34	0.28
14	AAPL	Apple Inc	Stock	229.0	Technology Hardware, Storage & Peripherals, Hardware Equipment, Information Technology, Dow Jones Industrial, NASDAQ Composite, Nasdaq CTA Artificial, SP 500 Index, 100 ARCA Institutional, 100, Pre, Computer BETTERINVESTING INDEX, BTRINVSTNG Driverless Cars, Millennials Best, Disruptive Technologies, ESG Investing, Investor Favorites, Warren Buffett Holdings, Dividend Beast, Artificial Intelligence, Corona Opportunity, Macroaxis Picks, Consumer Electronics, Cloud Computing	106.63 B	0.02	1.26	0.02
15	MSFT	Microsoft	Stock	415.49	Systems Software, Software - Infrastructure, Information Technology, Dow Jones Industrial, ARCA Major Markets, NASDAQ Composite, ISE Cloud Computing, Nasdaq CTA Artificial, SP 500 Index, 100 Institutional, 100, Pre, Computer BETTERINVESTING INDEX, BTRINVSTNG Driverless Cars, Blockchain, Disruptive Technologies, Investor Favorites, Adviser Artificial Intelligence, Corona Opportunity, Momentum, Video Games, Cash Cows, SRI Sustainable Growth, Software—Infrastructure, Computing	97.85 B	0.00	1.29	0.00
16	CHTR	Charter Communications	Stock	389.12	Cable & Satellite, Media Entertainment, Communication Services, NASDAQ Composite, SP 500 Index, 100, Nasdaq 100 Pre, Warren Buffett Holdings, Adviser Favorites, Media, Telecom Services	97.78 B	0.08	2.44	0.20
17	CMCSA	Comcast Corp	Stock	42.99	Cable & Satellite, Media Entertainment, Communication Services, NASDAQ Composite, SP 500 Index, ARCA Institutional, 100, Nasdaq 100 Pre, Giant Impact, Impulse, Baby Boomer Prospects, Adviser Favorites, Corona Opportunity, Media, Telecom Services	97.09 B	0.10	1.47	0.14
18	ORCL	Oracle	Stock	190.75	Systems Software, Software - Infrastructure, Information Technology, NYSE Composite, ISE Cloud Computing, SP 500 Index, ARCA Institutional, 100, Computer BETTERINVESTING 100 INDEX, BTRINVSTNG Macroaxis ESG Investing, Momentum, Software—Infrastructure, Computing	94.47 B	0.25	2.09	0.53
19	DUK	Duke Energy	Stock	113.74	Electric Utilities, Utilities - Regulated Electric, NYSE Composite, PHLX Utility, 100 Index, SP 500 Dow Jones 100, BETTERINVESTING INDEX, BTRINVSTNG Dividend Beast, Energy, Utilities—Regulated	80.46 B	0.04	1.12	0.04
20	CVS	CVS Health Corp	Stock	56.83	Health Care Providers & Services, Equipment Care, NYSE Composite, SP 500 Index, 100, BETTERINVESTING 100 INDEX, BTRINVSTNG Macroaxis Healthcare, Retail, Healthcare Plans	79.39 B	0.00	2.55	0.00

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.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC

Highly Leveraged SP 500 Index Companies

COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY