When putting together an investment portfolio, whether for yourself or on behalf of a client, finding “best of breed” mutual funds is a worthwhile and pivotal exercise. As the universe of mutual funds continues to expand, better performing funds with optimized strategies and lower fees are always emerging. The exercise of finding the best-performing mutual … Continued
The value vs. growth stocks debate is never-ending, and the past 12 months provide a near-perfect illustration of how regularly these equity styles ebb and flow. Growth stocks, represented here by the iShares S&P 500 Growth ETF (IVW), steadily outperformed its Value counterpart (IVE) over the course of 2021. Since the new year, that narrative … Continued
Even before stepping foot into an advisor’s office, wholesalers face the uphill battle of securing time on their calendar. The summer months, in particular, pose an additional hurdle. Whether it’s family vacations with the kiddos or perfect conditions on the golf course, a wholesaler’s job is that much more difficult when all of us get … Continued
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
With YCharts’ new Scatter Plot, asset managers and advisors are empowered to take their visual analysis and presentations to the next level. Scatter Plots enable you to plot any of YCharts’ 4,000+ calculated metrics for funds, stocks, and portfolios, and also communicate to clients how funds or portfolios stack up against each other and their … Continued
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
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
Welcome back to the Canadian Monthly Market Wrap from YCharts! Here, we break down the most important market trends for Canada-based 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 Canada Market Wrap sent straight to your … Continued
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