What’s the S&P 500 Without Its FAANGs?

Given the sheer size of “mega cap stocks”—being Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG & GOOGL), Meta Platforms (FB), Tesla (TSLA), NVIDIA (NVDA), and formerly Netflix (NFLX)—most portfolios carry noteworthy exposure to these companies.  And so it’s worth asking: how would the S&P 500, and most of our portfolios, have performed without these … Continued

Monthly Market Wrap: April 2022

Welcome back to the Monthly Market Wrap from YCharts, where we review and break down the most important market trends for advisors and their clients every month. As always, feel free to download and share any visuals with clients and colleagues, or on social media. Want the Monthly Market Wrap sent straight to your inbox? … Continued

The Risks & Rewards of Leaning into Mega Caps

There are over 29,000 individual stocks listed in the YCharts stock universe. But what if we told you that a typical investor portfolio has as much as one-eighth of its entire value riding on just eight companies? Given the sheer size of the Mega Cap Stocks—those companies being Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Netflix … Continued

Earnings Season Playbook: Q1 2022 Reports To Watch

Earnings season rolls around four times a year and brings with it a frenzy of information. After a year of strong earnings reports in 2021, the first results of 2022 may be a bellwether for the year to come. This rings especially true given how the major averages have sunk into correction, and even bear … Continued

Monthly Market Wrap: February 2022

Welcome back to the Monthly Market Wrap from YCharts, where we break down the most important market trends for advisors and their clients every month. As always, feel free to download and share any visuals with clients and colleagues, or on social media. Want the Monthly Market Wrap sent straight to your inbox? Subscribe below: … Continued

Monthly Market Wrap: December 2021

Welcome back to the Monthly Market Wrap from YCharts, where we break down the most important market trends for advisors and their clients every month. As always, feel free to download and share any visuals with clients and colleagues, or on social media. Want the Monthly Market Wrap sent straight to your inbox? Subscribe below: … Continued

The 14 Charts that Defined 2021 with Josh Brown and Friends

YCharts hosted Josh Brown, founder of The Compound YouTube Channel and CEO of Ritholtz Wealth Management, to discuss The Charts that Defined 2021. Armed with perspectives and charts from top advisors, commentators, and #FinTwit leaders, we broke down 14 major investing themes that shaped 2021 and what they mean for the year to come. And … Continued

Using Scatter Plots in Client Communications

We’re excited to share that a new tool, Scatter Plot, has been added to YCharts as another way to visualize and share security, portfolio, and market data. Available to YCharts Professional users, Scatter Plot enables you to illustrate risk vs. reward for different securities, plot your portfolios against an efficient frontier, and understand how individual … Continued

Monthly Market Wrap: October 2021

Welcome back to the Monthly Market Wrap from YCharts, where we break down the most important market trends for advisors and their clients every month. As always, feel free to download and share any visuals with clients and colleagues, or on social media. Want the Monthly Market Wrap sent straight to your inbox? Subscribe below: … Continued

10 Stock Market Trends for the End of 2021

Even though the S&P 500’s year-to-date max drawdown is just 5.2%, there’s never a shortage of questions on the minds of investors. And with concern over a further market pullback growing, many advisors and their clients are wondering what’s in store for their portfolios. Is the sky falling? Or just another bump in the bull … Continued