Scatter Plot: Dynamic Storytelling for Funds, ETFs & Portfolios

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

The New and Improved Inflation Hedge With Chris Dunn

FEATURING THE HOST OF WE TALK MONEY PODCAST, CHRIS DUNN @ChrisDunnTV   When you ask someone the main reason why they invest, they are likely to respond with: “to grow my money, and beat inflation”. Over the past decade, inflation has been rather muted. Investors in equities have been handsomely rewarded with low interest rates, low inflation and … Continued

Investing When Inflation Outpaces Interest Rates With Lyn Alden

FEATURING THE FOUNDER OF LYN ALDEN INVESTMENT STRATEGY, LYN ALDEN @LynAldenContact   One of my favorite ways to use YCharts is to keep track of various interest rates compared to various measures of inflation on one convenient chart. Historically, interest rates and inflation have often moved together, but things have been very different in 2021. We can … Continued

Fixed Income, Equity-Blend Funds Top Q3 2021 Fund Flows

The chart below shows that through the end of Q3 2021, the S&P 500 (^SPXTR) was up 15.9% including dividends, the Bloomberg US Aggregate (^BBUSATR) fell 1.6%, and the Bloomberg Barclays Global Aggregate (^BBGATR) dropped about 4.1%. Mostly moving in tandem, US bonds diverged from their global counterpart in early Q3, refusing to go lower … 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

Charlie Bilello’s 5 Charts to Show Your Clients: September 2021

Each month, we sit down with Charlie Bilello, Founder and CEO of Compound Capital Advisors, to discuss the most important and current market trends for advisors and their clients. Illustrated through visuals that Charlie creates using YCharts, these trends and topics provide fascinating insights and also make for excellent talking points in your own client … Continued

Monthly Market Wrap: July 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

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

New Product Announcement: Dynamic Model Portfolios

We’re excited to announce Dynamic Model Portfolios as the latest addition to the YCharts platform. This game-changing enhancement to YCharts Model Portfolios, one of our most powerful tools, enables improved analysis and provides even more ways to communicate your strengths as an investment advisor. With new Dynamic Model Portfolios, you’re able to present and discuss … Continued

Building a Culture of Education with Jay Coulter

FEATURING: JAY COULTER @danielcrosby‘s ‘The Behavioral Investor’ & was reminded of @MebFaber‘s work on 10 Month SMAs. Think of all the headaches most have been through this year yet a simple 200-day or 10 month SMA risk management rule could have saved your portfolio and lowered your stress! pic.twitter.com/a9D3hvdGJX — Jay Coulter | Resilient Advisor™ … Continued