SRL - Building An Aggressive Deep-Value Financials Portfolio

I recently published an article called "XLF: Prepare For Another Potential 'Reflation Trade'" that detailed the many value opportunities available today in financials. To summarize, if markets continue higher, it is likely that the 2016-2017 'reflation trade' will return to the markets due to rising long-term rates. This will likely boost financials more than any other sector.

On top of that, financials are not only much cheaper than most stocks (typical "P/E" ratios are 7-14X), but are also extremely healthy by historical standards. Even more, many have drastically improved technology that has enabled