Strategy
Banks
+30%
By Grow
1 Year Historical Return
Large U.S. banks sit at the center of lending, payments, and capital markets activity across the economy. On a set weekly cadence, the portfolio rebalances when any holding drifts more than 5% from its target weight.
JPMorgan
20%
Citigroup
20%
Wells Fargo
20%
Goldman Sachs
20%
Bank of America
20%
