Value vs Growth: Current Trends, Top Stocks & ETFs

The value vs. growth stocks debate is never-ending, and 2021 provided a near-perfect illustration of how regularly these equity styles ebb and flow. Value stocks, as defined here by the iShares S&P 500 Value ETF (IVE), steadily outperformed growth for the first half of 2021. But in the back half of the year, growth (IVW) … Continued

YCharts Wrapped 2021: Our Most Searched For Pages

What a year 2021 was. From Reddit-fueled retail trading frenzies and crypto crazes to record-setting inflation and commodity rebounds (looking at you, oil), it was one of the best-performing years for US stocks on record, but also came with no shortage of headlines. With the constant flurry of news and noise that came investors’ way … Continued

How Wholesalers Gain an Edge with YCharts SMA, Portfolio Data

YCharts provides access to key data for nearly 12,000+ Separately Managed Accounts (SMAs) and Models (UMAs) from dozens of asset managers that can be evaluated and compared with powerful research tools and customizable reports. Wholesalers can leverage YCharts to discuss SMAs and Models with their clients and prospects in the same ways the platform is … Continued

21 Stock Market Trends to Watch in 2021

Back in December, we teamed up with Josh Brown, CEO of Ritholtz Wealth Management, to bring you Hindsight on 2020: Charts of the Year. Together, along with insights and perspectives from top advisors, investors, and #FinTwit leaders, we recapped the most noteworthy market trends of 2020—and why they happened—all in one memorable webinar. With 2020 … Continued

Charting Through the Coronavirus Crisis with Ben Carlson

Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management and co-host of the extremely popular Animal Spirits podcast joined YCharts to break down charts and other visuals that explain how coronavirus is impacting global economies, the stock and bond markets and investors around the world. With Caleb Eplett, VP of Product Management at … Continued