Discover investment opportunities in Defensive Financials Stocks This Year using our Smart AI Filter.
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Scanning thousands of stocks to find the best matches...
Discover investment opportunities in Defensive Financials Stocks This Year using our Smart AI Filter.
AI is processing your request...
Scanning thousands of stocks to find the best matches...
Discover investment opportunities in Defensive Financials Stocks This Year using our Smart AI Filter.
7 stocks found for "Defensive Financials Stocks This Year"
Security name | Expected returns | Sharpe Ratio | Beta | Volatility | P/E Ratio | Dividend Yield |
|---|---|---|---|---|---|---|
0.76 Risk measure | ±27.6% Price volatility | 11.1 Valuation | 4.21% Annual yield | |||
0.65 Risk measure | ±23.6% Price volatility | 20.3 Valuation | 2.34% Annual yield | |||
0.30 Risk measure | ±21.6% Price volatility | 12.0 Valuation | 1.28% Annual yield | |||
0.71 Risk measure | ±24.6% Price volatility | 13.1 Valuation | 3.26% Annual yield | |||
0.79 Risk measure | ±23.6% Price volatility | 8.3 Valuation | 2.70% Annual yield | |||
0.56 Risk measure | ±23.9% Price volatility | 10.4 Valuation | 2.02% Annual yield | |||
0.80 Risk measure | ±23.1% Price volatility | 7.4 Valuation | 4.97% Annual yield |
This search uses our Smart AI Filter to identify stocks matching your criteria. Results are ranked by relevance and include key financial metrics to help you make informed investment decisions.
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Compliance disclosure:
The securities listed on this website have not paid to be included in the results. The inclusion of any securities in the results shown does not imply any relationship with PortfolioPilot. The order of the results is ranked based on the Sharpe Ratio, which is a measure of risk-adjusted return. Please note that these listings are not recommendations or financial advice. Past performance is not indicative of future results.
New York Attorney General Letitia James sued the parent company of payment network Zelle for allegedly enabling fraud. James alleged that the company knew about ongoing fraud between 2017 and 2023 and did not take actionable steps to resolve it.
Read moreQ: How have financial stocks like Berkshire Hathaway (BRK.B) performed in past economic downturns?
A: Berkshire Hathaway (BRK.B) has historically shown resilience during economic downturns due to its diverse business portfolio, including insurance and energy sectors, which helps mitigate risk compared to more narrowly focused financial entities.
Q: What dividend potential do financial sector stocks like U.S. Bancorp (USB) offer?
A: U.S. Bancorp (USB) is known for providing consistent dividend payouts. With a strong history, it appeals to income-focused investors seeking reliable returns, though it's essential to assess current financial health and payout ratios.
Q: What risks should investors be aware of with insurance stocks like Travelers Companies (TRV)?
A: Insurance stocks like Travelers Companies (TRV) face risks such as natural disasters and regulatory changes impacting underwriting and claims. Investors should consider TRV’s risk management strategies and geographic exposure.
Q: How has the performance of stocks like PNC Financial Services Group (PNC) varied in different interest rate environments?
A: PNC Financial Services Group (PNC) typically benefits from rising interest rates, which can enhance net interest margins. Conversely, low-rate environments may compress profits, affecting overall returns.
Q: What structural advantages might Chubb Limited (CB) have in the insurance industry?
A: Chubb Limited (CB) holds competitive advantages like a global footprint and diversified product offerings. This breadth helps CB stabilize revenues despite regional market volatility and enables it to capture varied customer bases.
Q: Do financial stocks like Prudential Financial (PRU) align with ESG investing criteria?
A: Prudential Financial (PRU) incorporates ESG principles, focusing on sustainable investments and corporate governance. Nonetheless, investors should evaluate its specific ESG ratings and industry comparisons to ensure alignment with personal values.