Expert Tips: Model Portfolios

Expert Tips are designed to help you get the most out of your YCharts subscription. Hone your skills, practice new ones, or email hello@ycharts.com if you have any questions. Click to jump to each Expert Tip: Upload Portfolio Holdings from Excel Export Model Portfolio Data Customizable PDF Reports for Model Portfolios Explain the Effects of … Continued

Trouble with the Curve

FEATURING: GARY RIBE, CFA Q: Can you tell us a little bit about Accretive Wealth Partners and what you do there? A: Accretive is a wealth management firm in New Jersey that primarily serves high-net-worth clients. My co-managing partners focus on planning while I’m the chief investment officer and run point on our portfolios. Our … Continued

The Earnings Season Playbook

Earnings season rolls around four times a year and brings with it a frenzy of information. The beats and misses, EPS and revenue, excitement and uncertainty all combine for a dizzying few weeks. Don’t get us wrong, it’s important information. Whether it’s a huge swing or a minor movement, earnings announcements make more information available … Continued

In One Chart: Setting New Highs Despite Volatility

“A smooth sea never made a skilled sailor,” as the adage goes. While varying forces have thrashed investors every which way over the last couple years, stocks have stayed their course as the market has continued to set new highs. With trade wars, tariffs, and now conflicts with Iran, one might assume that equities markets … Continued

Dr. J’s Flight to Bitcoin

FEATURING: JON NAJARIAN Click here to view in YCharts   Jon Najarian is a professional investor, market analyst on CNBC, and co-founder of Investitute.com, a financial education and newsletter services website on which he publishes his market observations and trade ideas. Jon has a rich history in investments and trading, having worked as a floor trader … Continued

In One Chart: US Auto Sales Are Running on Empty

US auto sales are a real beater, and tariffs on Mexican imports are like the “check engine” light incessantly blinking. President Trump walked back tariff threats against Mexico after an immigration agreement with the United States was met, but Trump warned that tariffs can still be enacted if Mexico’s legislative body doesn’t approve the deal. While this … Continued

5 Things To Know Before Buying an IPO

IPOs? More like IP-woes, am I right? Unless you got in on Beyond Meat (BYND) early — good for you if you did — you’re probably eating losses from that IPO you bought into this year. While Beyond Meat, PagerDuty (PD), and Zoom Video Communications (ZM) have debuted with well-deserved hype, other big names like … Continued

Expert Tips: Fundamental Charts

Expert Tips are designed to help you get the most out of your YCharts subscription. Hone your skills, practice new ones, or email hello@ycharts.com if you have any questions. Click to jump to each Expert Tip: View Charts in New Design Fed Funds Target & Effective Rates Charting EPS Estimates vs. Actuals Overlay Recessions  Short … Continued

Harness Volatility & Create Opportunity

While the VIX has long served as a volatility yardstick for investors, the index stepped into the limelight at the beginning of 2018 when it spiked to its highest level since mid-2015. The VIX cooled off for a time, but as we rolled into 2019, volatility returned. Just as was the case last year, investors are needing … Continued

Trump, Jinping Play Poker

The US-China Trade War has been like a drawn out game of poker, with cards played and chips wagered. Questionable rhetoric from each player, exchanged between hands dealt, has only exacerbated the intensity of the situation. For investors wondering how the Trade War will affect the US economy and stock market, several key questions come … Continued