In early 2021, I bought multiple major N American banks (specifically $WFC, $C, $BAC, $TD).

This was a sector play given (a) valuation - Trading close to or below (tangible) book value (b) loss reserve release would boost EBIT and (c) inflation/interest rate hikes seemed on the horizon. The risk of crumbling economy and fin-tech startups seemed low to me.

Not only a good return (40% plus), it's provided liquidity. I've sold a third in the past month (and likely sell another third) to invest in my favorite high tech names now at reasonable valuations.