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	249.72	Diversified Banks, Banks - Diversified, Financial Services, Dow Jones Industrial, NYSE Composite, KBW Bank, 100 Index, SP 500 ARCA Institutional, Major Markets, 100, BETTERINVESTING INDEX, BTRINVSTNG FinTech, Baby Boomer Prospects, Macroaxis Picks, Blockchain, Momentum, Financials, Banks—Diversified, Services	436.54 B	0.11	2.03	0.23
2	BAC	Bank of America	Stock	47.51	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, KBW Bank, 100 Index, SP 500 ARCA Institutional, 100, BETTERINVESTING INDEX, BTRINVSTNG FinTech, Investor Favorites, Baby Boomer Prospects, Warren Buffett Holdings, Macroaxis Picks, Hedge Momentum, Financials, Banks—Diversified, Services	334.3 B	0.17	1.62	0.27
3	GS	Goldman Sachs Group	Stock	608.57	Investment Banking & Brokerage, Financial Services, Dow Jones Industrial, NYSE Composite, 100 Index, SP 500 ARCA Securities Broker, 100, FinTech, Trading, Cash Cows, SRI Sustainable Growth, Momentum, Financials, Capital Markets, Services	333.25 B	0.17	2.15	0.37
4	C	Citigroup	Stock	70.87	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, KBW Bank, 100 Index, SP 500 100, BETTERINVESTING INDEX, BTRINVSTNG Banking, FinTech, Investor Favorites, Baby Boomer Prospects, Warren Buffett Holdings, Hedge Momentum, Financials, Banks—Diversified, Services	324.08 B	0.13	1.99	0.26
5	MS	Morgan Stanley	Stock	131.61	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	0.23	2.07	0.48
6	WFC	Wells Fargo	Stock	76.17	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, KBW Bank, 100 Index, SP 500 ARCA Institutional, Major Markets, 100, BETTERINVESTING INDEX, BTRINVSTNG Dividend Beast, FinTech, Baby Boomer Prospects, Momentum, Financials, Banks—Diversified, Services	219.47 B	0.19	2.46	0.46
7	VZ	Verizon Communications	Stock	44.34	Diversified Telecommunication Services, Communication Dow Jones Industrial, NYSE Composite, 100 Index, SP 500 ARCA Institutional, 100, BETTERINVESTING INDEX, BTRINVSTNG Corona Opportunity, Dividend Beast, Communication, Impulse, Telecom Services	174.94 B	0.06	1.39	0.09
8	T	ATT Inc	Stock	23.16	Diversified Telecommunication Services, Communication NYSE Composite, 100 Index, SP 500 TSX 100, BETTERINVESTING INDEX, Thomson Reuters Canada, BTRINVSTNG Corona Opportunity, Dividend Beast, Investor Favorites, Communication, Impulse, Telecom Services	154.9 B	0.19	1.22	0.23
9	F	Ford Motor	Stock	11.13	Automobile Manufacturers, Automobiles & Components, Consumer Discretionary, NYSE Composite, 100 Index, SP 500 100, BETTERINVESTING INDEX, BTRINVSTNG and Trucks, Investor Favorites, Driverless Cars, Power Assets, Momentum, Automobiles, Auto Cyclical	151.11 B	0.03	2.03	0.06
10	AMZN	Amazon Inc	Stock	207.89	Broadline Retail, Consumer Discretionary Distribution & Discretionary, Dow Jones Industrial, ISE Cloud Computing, Nasdaq 100, SP 500 Index, CTA Artificial, NASDAQ Composite, ARCA Institutional, BETTERINVESTING 100 INDEX, Pre, BTRINVSTNG RETAIL SELECT, Composite Total, Corona Opportunity, Investor Favorites, Millennials Best, Driverless Cars, Impulse, Warren Buffett Holdings, Robots And Drones, Macroaxis Adviser Artificial Intelligence, Momentum, Internet Cyclical	135.61 B	0.15	1.84	0.28
11	BRK-B	Berkshire Hathaway	Stock	483.02	Diversified Financial Services, Insurance - Diversified, NYSE Composite, 100 Index, SP 500 ARCA Institutional, 100, Financials, Insurance—Diversified, Services	128.27 B	0.02	1.09	0.03
12	GM	General Motors	Stock	55.59	Automobile Manufacturers, Automobiles & Components, Consumer Discretionary, NYSE Composite, 100 Index, SP 500 100, and Trucks, Dividend Beast, Driverless Cars, Hedge Favorites, Momentum, Automobiles, Auto Cyclical	122.65 B	0.10	2.54	0.26
13	TMUS	T Mobile	Stock	246.94	Wireless Telecommunication Services, Communication Nasdaq 100, SP 500 Index, NASDAQ Composite, 100 Pre, Composite Total, Warren Buffett Holdings, Telecom Services	113.09 B	0.26	1.32	0.35
14	AAPL	Apple Inc	Stock	237.33	Technology Hardware, Storage & Peripherals, Hardware Equipment, Information Technology, Dow Jones Industrial, Nasdaq 100, SP 500 Index, CTA Artificial, NASDAQ 100 Composite, ARCA Institutional, BETTERINVESTING INDEX, Pre, Computer BTRINVSTNG Composite Total, Corona Opportunity, Dividend Beast, Investor Favorites, Millennials Best, Driverless Cars, Warren Buffett Holdings, ESG Investing, Disruptive Technologies, Artificial Intelligence, Consumer Electronics, Cloud Computing	106.63 B	0.09	1.21	0.11
15	MSFT	Microsoft	Stock	423.46	Systems Software, Software - Infrastructure, Information Technology, Dow Jones Industrial, ISE Cloud Computing, Nasdaq 100, SP 500 Index, CTA Artificial, NASDAQ 100 Composite, ARCA Institutional, Major Markets, BETTERINVESTING INDEX, Pre, Computer BTRINVSTNG Composite Total, Corona Opportunity, Investor Favorites, Driverless Cars, Disruptive Technologies, Macroaxis Picks, Cash Cows, SRI Sustainable Growth, Video Games, Adviser Artificial Intelligence, Blockchain, Momentum, Software—Infrastructure, Computing	97.85 B	0.05	1.30	0.07
16	CHTR	Charter Communications	Stock	396.97	Cable & Satellite, Media Entertainment, Communication Services, Nasdaq 100, SP 500 Index, NASDAQ Composite, 100 Pre, Composite Total, Warren Buffett Holdings, Adviser Favorites, Media, Telecom Services	97.78 B	0.10	2.44	0.24
17	CMCSA	Comcast Corp	Stock	43.19	Cable & Satellite, Media Entertainment, Communication Services, Nasdaq 100, SP 500 Index, NASDAQ Composite, ARCA Institutional, 100 Pre, Composite Total, Giant Impact, Corona Opportunity, Baby Boomer Prospects, Impulse, Adviser Favorites, Media, Telecom Services	97.09 B	0.11	1.48	0.16
18	ORCL	Oracle	Stock	184.84	Systems Software, Software - Infrastructure, Information Technology, NYSE Composite, ISE Cloud Computing, SP 500 Index, ARCA Institutional, 100, BETTERINVESTING 100 INDEX, Computer BTRINVSTNG ESG Investing, Macroaxis Momentum, Software—Infrastructure, Computing	94.47 B	0.22	2.17	0.47
19	DUK	Duke Energy	Stock	117.05	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	0.03	1.12	0.04
20	CVS	CVS Health Corp	Stock	59.85	Health Care Providers & Services, Equipment Care, NYSE Composite, SP 500 Index, 100, BETTERINVESTING 100 INDEX, BTRINVSTNG Healthcare, Macroaxis Retail, Healthcare Plans	79.39 B	0.05	2.60	0.12

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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Highly Leveraged SP 500 Index Companies

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