1. Financial Sector Report
By TJ Templin

2. Outline - Sector Profile - Economic Analysis - Current Holdings
- Recommendation

3. Financial Sector
Contains companies involved in activities such as banking, mortgage finance, consumer finance, specialized finance, investment banking and brokerage, asset management and custody, corporate lending, insurance, financial investment, real estate investment trusts (REITs), as well as companies engaged in real estate management & development.

4. Sector Fundamentals

5. Sector Fundamentals Comparison
EPS = Net income/# of outstanding shares
P/E = Price of stock price/EPS
Enterprise value = company's outstanding common stock shares (stock price) + debt + minority interest + preferred shares - total cash and cash equivalents
ROE = After tax income/Shareholders’ equity
ROI or ROA = income/assets
Debt to equity = Debt/Shareholders’ equity
Assets = Liabilities + Shareholders’ equity
Dividend Yield = annual dividends / stock price

6. Industries in the Sector
USB
BLK

7. Major Financial Companies

8. Economic Analysis

9. Business Cycles Throughout the World

10. Performance Charts
1 Month
3 Month

11. Performance Charts
1 Year
3 Year

12. U.S. Bancorp
- U.S. Bancorp was founded in 1929 and is headquartered in Minneapolis, MN
- U.S. Bancorp operates as a bank holding company, which through its subsidiary provides banking services. It provides a full range of financial services, including lending and depository services, cash management, foreign exchange and trust and investment management services. The company also engages in credit card services, merchant and ATM processing, mortgage banking, insurance, brokerage and leasing.
- The company's subsidiaries provides a wide range of products and services to individuals, businesses, institutional organizations, governmental entities and other financial institutions.

13. Purchased Date: 9/20/10
Purchased Price: $22.82
# of Shares: 32
Annualized Return: 15.28%

14. 1 Month
3 Month
S&P in Green

15. 6 Month
1 Year
S&P in Green

16. BlackRock, Inc.
- BlackRock was founded in 1998 and is headquartered in New York, NY. - The company's platform enables it to offer active investments with index products and risk management to develop tailored solutions for clients. - Its products include single and multi-asset class portfolios investing in equities, fixed income, alternatives and money market instruments.

17. Purchased Date: 4/14/13
Purchased Price: $298.21
# of Shares: 3
Annualized Return: 7.45%

18. 1 Month
3 Month
S&P in Green

19. 6 Month
1 Year
S&P in Green

20. Holdings vs. S&P at 1 Month
S&P in Green
Blk in Black
USB in Yellow

21. Holdings vs. S&P at 3 Month
S&P in Green
Blk in Black
USB in Yellow

22. Holdings vs. S&P at 1 Year
S&P in Green
Blk in Black
USB in Yellow

23. Recommendations
I would say hold all current holdings.