Let's Talk Money! with Joseph Hogue, CFA
@josephhogue · YouTube · EN
- Return
- 36.4%
- Excess vs SPY
- 22.9%
- Sharpe
- 1.73
- Max drawdown
- -16.3%
- Win rate
- 44.7%
- Samples
- 199
@josephhogue · YouTube · EN
Backtest performance
Simulated cumulative return with the stocks the creator discussed
Logos mark the stocks discussed on each day. Select one to read those opinions.
Computed Oct 9, 2026, 2:23 AM UTC
Historical tickers
Weighted long-only · year to date
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Portfolio
Weighted long-only
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2026-10-03 – 2026-10-09
Ally trades at under one times book and just three times earnings, and I like Ally Financial as well.
JP Morgan is definitely very expensive at almost 1.4 times price to earnings adjusted for growth, so I would not be buying it at that point.
If I were picking up some of these bank stocks after the selloff, I'd be looking at Bank of America here.