Re: The Nation's Financial Condition
Posted: Thu Nov 29, 2018 3:34 pm
As I am rapidly approaching my 4th decade in the financial services industry...having thought I had seen just about everything, this just blows me away.
MAGA -POLITICALLY RESPONSIBLE INVESTING®
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Performance YTD - -5.84
Assets under management - $34.5 million
Gross Revenue to owner - around a quarter million annually.
Here is the managers view of which companies will MAGA and their respective performance YTD
O'Reilly Automotive Inc 49.19
Boston Scientific Corp 47.84
W.W. Grainger Inc 34.21
CSX Corp 33.45
TransDigm Group Inc 31.30
ResMed Inc 30.25
Abbott Laboratories 29.58
CME Group Inc Class A 29.55
FirstEnergy Corp 27.50
The Cooper Companies Inc 25.50
Arthur J. Gallagher & Co 25.35
HollyFrontier Corp 23.16
ConocoPhillips 22.99
Cintas Corp 22.11
Copart Inc 19.80
Exelon Corp 19.77
ONEOK Inc 19.30
Aetna Inc 19.02
Norfolk Southern Corp 17.95
Ecolab Inc 17.36
AutoZone Inc 17.20
Intercontinental Exchange Inc 16.75
SCANA Corp 16.62
NextEra Energy Inc 16.13
Fidelity National Information Services Inc 15.75
Boeing Co 15.40
Hess Corp 15.40
Evergy Inc 15.27
Union Pacific Corp 15.02
Yum Brands Inc 14.16
Cincinnati Financial Corp 10.90
Extra Space Storage Inc 10.11
Berkshire Hathaway Inc B 9.73
Duke Energy Corp 8.47
Pinnacle West Capital Corp 7.93
American Electric Power Co Inc 7.04
Duke Realty Corp 6.93
JPMorgan Chase & Co 6.06
Aflac Inc 5.72
Mid-America Apartment Communities Inc 5.65
BB&T Corp 5.57
Waters Corp 4.67
PPL Corp 3.68
NiSource Inc 3.39
Huntington Bancshares Inc 3.30
US Bancorp 3.14
CF Industries Holdings Inc 2.89
Lowe's Companies Inc 2.72
Sherwin-Williams Co 2.41
Marathon Petroleum Corp 1.73
Morgan Stanley Instl Lqudty Govt Instl 1.47
AmerisourceBergen Corp 1.05
Southern Co 0.85
Emerson Electric Co 0.47
Walmart Inc 0.27
Eaton Corp PLC 0.25
SunTrust Banks Inc -0.31
Honeywell International Inc -0.67
Anadarko Petroleum Corp -0.67
Textron Inc -0.67
Occidental Petroleum Corp -0.86
Marathon Oil Corp -1.42
United Technologies Corp -1.57
Deere & Co -1.61
United Parcel Service Inc Class B -1.64
Helmerich & Payne Inc -1.70
The Travelers Companies Inc -1.98
Chevron Corp -2.05
Exxon Mobil Corp -2.34
Bank of America Corporation -2.37
Kinder Morgan Inc P -2.68
Zions Bancorp NA -2.91
Regions Financial Corp -3.07
EOG Resources Inc -3.13
Allergan PLC -3.64
The Home Depot Inc -4.21
Zimmer Biomet Holdings Inc -4.35
Nucor Corp -4.39
PNC Financial Services Group Inc -4.63
Lockheed Martin Corp -4.71
Phillips 66 -5.36
Raytheon Co -5.77
Regency Centers Corp -5.91
KeyCorp -6.17
PPG Industries Inc -6.27
FedEx Corp -6.37
Dominion Energy Inc -6.46
Comerica Inc -6.46
Cardinal Health Inc -7.37
MetLife Inc -7.54
Wells Fargo & Co -7.71
Huntington Ingalls Industries Inc -8.31
Fifth Third Bancorp -8.50
General Dynamics Corp -8.74
Johnson Controls International PLC -8.74
Equifax Inc -8.99
Citigroup Inc -9.80
Valero Energy Corp -10.11
Charles Schwab Corp -10.22
PACCAR Inc -11.23
Morgan Stanley -11.55
FMC Corp -11.60
Conagra Brands Inc -11.65
Raymond James Financial Inc -11.84
Eastman Chemical Co -12.82
Northrop Grumman Corp -13.12
Williams Companies Inc -13.55
Harley-Davidson Inc -13.70
Parker Hannifin Corp -13.89
Franklin Resources Inc -14.08
Apache Corp -14.12
Caterpillar Inc -14.93
Campbell Soup Co -14.99
Philip Morris International Inc -15.06
Concho Resources Inc -15.06
Leggett & Platt Inc -15.73
Illinois Tool Works Inc -15.74
AT&T Inc -15.79
JM Smucker Co -15.86
McKesson Corp -17.77
Fluor Corp -17.85
DowDuPont Inc -18.06
Molson Coors Brewing Co B -18.19
PulteGroup Inc -18.77
International Paper Co -19.10
TechnipFMC PLC -19.10
Macerich Co -19.76
Altria Group Inc -19.97
Goldman Sachs Group Inc -21.22
Dollar Tree Inc -22.36
Whirlpool Corp -22.46
Stanley Black & Decker Inc -23.48
WRKCo Inc A -23.75
American Airlines Group Inc -24.39
Baker Hughes, a GE Co Class A -25.22
Goodyear Tire & Rubber Co -26.12
Masco Corp -26.30
Perrigo Co PLC -26.62
Brighthouse Financial Inc -31.00
LKQ Corp -31.08
Wynn Resorts Ltd -31.46
Celgene Corp -31.99
Halliburton Co -33.07
Devon Energy Corp -34.57
Freeport-McMoRan Inc -36.08
L Brands Inc -39.92
Invesco Ltd -40.15
Affiliated Managers Group Inc -43.98
Newfield Exploration Co -44.53
General Electric Co -53.58
MAGA -POLITICALLY RESPONSIBLE INVESTING®
What the heck does that even mean??The POLITICALLY RESPONSIBLE INVESTING® strategy, offered exclusively by Point Bridge Capital through the Point Bridge GOP Stock Tracker ETF (symbol: MAGA), gives investors the ability to align their investments with their conservative political beliefs. Money matters in politics. Corporate political action committees (PACs) and employees are contributing hundreds of millions of dollars to help elect candidates. For the first time, investors who want to elect Republicans to federal office, including the Presidency and Vice Presidency, can support that effort through their investments. By purchasing shares of MAGA, investors can align their investments with companies whose employees and PACs are highly supportive of Republican politics.
How would you explain this methodology to an investor??The POLITICAL BETA® methodology is a proprietary, rules-based investing methodology created and offered exclusively by Point Bridge Capital. The methodology builds an index of investible securities based on analysis of the political contributions of the individual companies within the index. Using this methodology, Point Bridge Capital has created the Point Bridge GOP Stock Tracker Index and the Point Bridge GOP Stock Tracker ETF (symbol: MAGA), which tracks the performance of the index.
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Performance YTD - -5.84
Assets under management - $34.5 million
Gross Revenue to owner - around a quarter million annually.
Here is the managers view of which companies will MAGA and their respective performance YTD
O'Reilly Automotive Inc 49.19
Boston Scientific Corp 47.84
W.W. Grainger Inc 34.21
CSX Corp 33.45
TransDigm Group Inc 31.30
ResMed Inc 30.25
Abbott Laboratories 29.58
CME Group Inc Class A 29.55
FirstEnergy Corp 27.50
The Cooper Companies Inc 25.50
Arthur J. Gallagher & Co 25.35
HollyFrontier Corp 23.16
ConocoPhillips 22.99
Cintas Corp 22.11
Copart Inc 19.80
Exelon Corp 19.77
ONEOK Inc 19.30
Aetna Inc 19.02
Norfolk Southern Corp 17.95
Ecolab Inc 17.36
AutoZone Inc 17.20
Intercontinental Exchange Inc 16.75
SCANA Corp 16.62
NextEra Energy Inc 16.13
Fidelity National Information Services Inc 15.75
Boeing Co 15.40
Hess Corp 15.40
Evergy Inc 15.27
Union Pacific Corp 15.02
Yum Brands Inc 14.16
Cincinnati Financial Corp 10.90
Extra Space Storage Inc 10.11
Berkshire Hathaway Inc B 9.73
Duke Energy Corp 8.47
Pinnacle West Capital Corp 7.93
American Electric Power Co Inc 7.04
Duke Realty Corp 6.93
JPMorgan Chase & Co 6.06
Aflac Inc 5.72
Mid-America Apartment Communities Inc 5.65
BB&T Corp 5.57
Waters Corp 4.67
PPL Corp 3.68
NiSource Inc 3.39
Huntington Bancshares Inc 3.30
US Bancorp 3.14
CF Industries Holdings Inc 2.89
Lowe's Companies Inc 2.72
Sherwin-Williams Co 2.41
Marathon Petroleum Corp 1.73
Morgan Stanley Instl Lqudty Govt Instl 1.47
AmerisourceBergen Corp 1.05
Southern Co 0.85
Emerson Electric Co 0.47
Walmart Inc 0.27
Eaton Corp PLC 0.25
SunTrust Banks Inc -0.31
Honeywell International Inc -0.67
Anadarko Petroleum Corp -0.67
Textron Inc -0.67
Occidental Petroleum Corp -0.86
Marathon Oil Corp -1.42
United Technologies Corp -1.57
Deere & Co -1.61
United Parcel Service Inc Class B -1.64
Helmerich & Payne Inc -1.70
The Travelers Companies Inc -1.98
Chevron Corp -2.05
Exxon Mobil Corp -2.34
Bank of America Corporation -2.37
Kinder Morgan Inc P -2.68
Zions Bancorp NA -2.91
Regions Financial Corp -3.07
EOG Resources Inc -3.13
Allergan PLC -3.64
The Home Depot Inc -4.21
Zimmer Biomet Holdings Inc -4.35
Nucor Corp -4.39
PNC Financial Services Group Inc -4.63
Lockheed Martin Corp -4.71
Phillips 66 -5.36
Raytheon Co -5.77
Regency Centers Corp -5.91
KeyCorp -6.17
PPG Industries Inc -6.27
FedEx Corp -6.37
Dominion Energy Inc -6.46
Comerica Inc -6.46
Cardinal Health Inc -7.37
MetLife Inc -7.54
Wells Fargo & Co -7.71
Huntington Ingalls Industries Inc -8.31
Fifth Third Bancorp -8.50
General Dynamics Corp -8.74
Johnson Controls International PLC -8.74
Equifax Inc -8.99
Citigroup Inc -9.80
Valero Energy Corp -10.11
Charles Schwab Corp -10.22
PACCAR Inc -11.23
Morgan Stanley -11.55
FMC Corp -11.60
Conagra Brands Inc -11.65
Raymond James Financial Inc -11.84
Eastman Chemical Co -12.82
Northrop Grumman Corp -13.12
Williams Companies Inc -13.55
Harley-Davidson Inc -13.70
Parker Hannifin Corp -13.89
Franklin Resources Inc -14.08
Apache Corp -14.12
Caterpillar Inc -14.93
Campbell Soup Co -14.99
Philip Morris International Inc -15.06
Concho Resources Inc -15.06
Leggett & Platt Inc -15.73
Illinois Tool Works Inc -15.74
AT&T Inc -15.79
JM Smucker Co -15.86
McKesson Corp -17.77
Fluor Corp -17.85
DowDuPont Inc -18.06
Molson Coors Brewing Co B -18.19
PulteGroup Inc -18.77
International Paper Co -19.10
TechnipFMC PLC -19.10
Macerich Co -19.76
Altria Group Inc -19.97
Goldman Sachs Group Inc -21.22
Dollar Tree Inc -22.36
Whirlpool Corp -22.46
Stanley Black & Decker Inc -23.48
WRKCo Inc A -23.75
American Airlines Group Inc -24.39
Baker Hughes, a GE Co Class A -25.22
Goodyear Tire & Rubber Co -26.12
Masco Corp -26.30
Perrigo Co PLC -26.62
Brighthouse Financial Inc -31.00
LKQ Corp -31.08
Wynn Resorts Ltd -31.46
Celgene Corp -31.99
Halliburton Co -33.07
Devon Energy Corp -34.57
Freeport-McMoRan Inc -36.08
L Brands Inc -39.92
Invesco Ltd -40.15
Affiliated Managers Group Inc -43.98
Newfield Exploration Co -44.53
General Electric Co -53.58