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

How Batnick Strips Emotion Out of Decision Making

FEATURING MICHAEL BATNICK The above chart is courtesy of Michael Batnick, CFA from Ritholtz Wealth Management, and the co-host of the enormously popular “Animal Spirits” podcast. Read our Q&A with him below and if you don’t already, follow him on Twitter @michaelbatnick. Q: Can you tell us a little bit about Ritholtz and what you do … Continued

Can Active Management Still Add Alpha?

A unique approach to the age-old active versus passive management debate. Executive Summary Selecting the correct asset class tilt is ~10X as important as deciding whether to invest in Active vs. Passive Funds. (TABLE 1) Actively managed funds outperform passively managed funds by ~2 percentage points per annum, on average. (TABLE 2) Over the last … Continued

We Are Here To Help

 (L to R: Josh Brown, Sean Brown, and Michael Batnick) Sean Brown, YCharts President and CEO, visited our friends at Ritholtz Wealth Management in New York to catch up and talk about how YCharts helps financial advisors. Sean sat down with Ritholtz’s CEO, Josh Brown, and Director of Research, Michael Batnick. Never short on … Continued

“Some Losses Hurt Worse Than Others”

FEATURING JEFF MACKE Click to view $LYFT in YCharts “Some losses hurt worse than others” A private investor, director, author, social media personality, and former hedge fund manager — Jeff Macke is a lot of things. While he admits the “social media personality” moniker was somewhat of an accident, Jeff has taken his stature as … Continued

Top 3 Reasons CFAs Choose YCharts

In order to put your vast and detailed knowledge set to work, you need a platform that can keep up with your fine-tuned research process yet help you simplify and relay insights to clients, prospects, and colleagues. (Remember, they haven’t studied this stuff for hundreds and hundreds of hours). CFAs need the horsepower of a … Continued

Product Update: New & Improved Timeseries Analysis

YCharts’ Timeseries Analysis tool enables you to access, format, and export historical stock, mutual fund, and ETF metrics, as well as economic indicators. Because Timeseries Analysis is a vital resource for data-driven investment decisions, YCharts has updated the tool’s interface to better serve our users. In-depth investment research often requires large data sets with multiple … Continued

Advisors: Do Clients Perceive Your Value?

As a registered investment advisor (RIA) there are two common methods for growing your firm: Method 1: Grow AUM in current accounts. Method 2: Grow AUM by adding new accounts. Top advisors recognize that sustainable growth requires them to simultaneously focus on both methods. In order to grow the quantity and size of accounts managed, advisors must … Continued

Product Announcement: New Features in Fundamental Charts

We are excited to share several new functionalities within Fundamental Charts — one of our most heavily used tools. Our Fundamental Charts have long been known for their 4,500+ plottable financial metrics, intuitive interface, and striking appearance. The additional functionalities outlined below make this tool even more powerful. Having a best-in-class visualization tool is essential … Continued

Tax-Loss Harvesting Made Simple with YCharts

Tax-loss harvesting is a process, usually conducted annually, whereby investors seek to limit their portfolios’ capital gains taxes. Assuming you sold investments for a capital gain at some point in the year and will owe taxes on those gains, you may choose to sell other investments at a loss and offset the taxable income made … Continued