📋Survey Results Are In: Only 38% of respondents expressed feeling very comfortable with their financial plan in the event of a recession.
The overarching theme? Clients need and want more from their advisors.
"Over the long run, the overall quality of a business & its growth runway trump valuation."
New
#mYCharts
w/
@saxena_puru
outlines why he likes to invest in founder-led, disruptive businesses, how fintwit holds him accountable & much more.
.
@RampCapitalLLC
's "Chart of the Year" is $PENN.
On March 18th, the stock price fell to $4.52.
If you believed in the
@barstoolsports
effect & made a $10k investment in $PENN on that date, you'd be up 20x in the last 9 months. 📈
What's your "story stock" of 2020?
As the end of Q3 approaches,
#investors
are curious to know where the
#market
is headed📊🤔 Join us on September 27th at 2:00PM ET/1:00PM CT, as
@saxena_puru
provides trending insights & tips for new potential
#investment
opportunities.
Register now! ➡️
"By diversifying across asset classes & geographies, you avoid the need to predict the future & can focus on finding an asset allocation mix best suited to you."
New
#mYCharts
w/
@charliebilello
outlines his thoughts on diversifying, recency bias & more.
We're thrilled to share that we've been acquired by
@LLRPartners
!
Through this transaction, LLR will support our growth & enable our continued innovation to better serve the needs of the wealth management industry.
"I look for companies with strong economic moats, or competitive advantages, preferably in growing industries or with large market opportunities."
New
#mYCharts
w/
@FoolMCochrane
digs into his investment philosophy & much more.
@themotleyfool
#fintwit
"The best tech stocks are rarely cheap due to monster-sized addressable markets that they tackle w/ high margins. I look past valuations & focus on products."
New
#mYCharts
w/
@Beth_Kindig
outlines her research process, her thoughts on WFH stocks & more!
"Equal weight large cap indices tend to outperform market-weight versions. The equal weight outperformance tends to occur in the 1st half of a business cycle."
New
#mYCharts
w/
@LynAldenContact
discusses S&P 500 mega cap performance, yield curves & more.
We know stock splits aren't material for a stock's performance.
However, $AAPL is up 17% since they announced their earnings & stock split on July 30th & $TSLA is up 13% today after announcing a stock split.
Here are notable companies that performed stock splits in the 2010s.
.
@awealthofcs
talking "micro bubbles" on the latest Animal Spirits: "Veritone, I don't even know what they do, they're up 1000%...Energy was down 33%, Whiting Petroleum up 240%...this is why people get bored with index funds".
Did you pick any of these top 5 in your portfolio?
These are 3 top performing ETFs with at least $1B in AUM as of yesterday's close. All from
@ARKInvest
.
What themes will we see prevail in the second half of 2020?
We know $FB, $AAPL, $AMZN, $GOOGL, $NFLX & $MSFT (FAAANM) have been responsible for carrying the S&P 500 this year, but we wanted to see just how much.
Re-weighted $SPX without FAAANM & compared that to an equal-weighted portfolio of those 6 companies.
As
@TheDomino
discussed on
@SquawkCNBC
this morning, an equal-weighted portfolio of “Vaccine Stocks” is dramatically outperforming an equal-weighted portfolio of “Treatment Stocks,” in addition to the healthcare sector as a whole & the broader market.
Only 1 of some of the most popular "work from home" stocks has posted a positive return after its latest earnings release.
Are investors looking for reasons to sell?
"Revenue growth is the engine that drives profit growth & profit growth is the engine that drives price appreciation."
New
#mYCharts
w/
@BrianFeroldi
shares how he analyzes revenue as part of his investing process, how YCharts helps him spot trends & more!
We've added
#COVID19
statistics to our platform sourced from
@JohnsHopkinsSPH
that will enable investors to effectively track cases, & analyze trends, in how the
#coronavirus
crisis is impacting security & market performance.
In the last 3 decades, under 4 differential presidents, U.S. & International Equities outperformed under Democratic leadership, while Emerging Markets slightly outperformed when Republicans hold office.
"Inexperience almost always underestimates risk. The more experience you gain, the more you respect what you are up against."
New
#mYCharts
w/
@iancassel
breaks down how he got started in micro caps, what he looks for in potential investments & much more.
Casinos are starting to announce reopenings & their stocks have begun to recover.
Will any see a positive return this year?
$MGM $PENN $WYNN $CZR $LVS $MLCO
2022 YTD Drawdowns of Major US Indices:
#SP500
:
As of Today: -19.9%
2022 Peak: -25.4%
#DowJones
:
As of Today: -9.8%
2022 Peak: -21.9%
#NASDAQ
:
As of Today: -34.0%
2022 Peak: -35.5%
Let's see what's in store for the
#NewYear
🎇👀
Which industries are leading/dragging on a sector's potential rebound?
First, let's evaluate sector performance over the past year.
And in the following thread, we dug into the data to look at industry returns within each sector (*data as of yesterday's close). 1/12
Nearing a market cap of $800 billion, NVIDIA is the 7th most valuable company in the S&P 500.
Top 10 S&P 500 Companies by Market Cap:
$AAPL: 2.59T
$MSFT: 2.56T
$GOOG: 2.00T
$AMZN: 1.86T
$TSLA: 1.09T
$FB: 938.87B
$NVDA: 787.30B
$BRK.B: 628.03B
$JPM: 481.47B
$V: 444.42B
The S&P 500 has been down 2% or worse on a single day 70x this decade
It’s been down 3% or worse on a single day 19x
Fairly low probability event but these things happen
So it goes
*ducks*
Want to become an expert "YCharter?" 📈
Register for our webinar next Wed., Jan 22 at 1pm CST to learn how to create dynamic charts that simplify market trends & transform client engagements.
The historical average P/S ratio for the
#SP500
is around 1.5. Right now, $BYND is trading at over a 116 P/S ratio.
@RampCapitalLLC
digs into the data & shows why he believes the price of $BYND is "beyond ridiculous."
NEWS: We've officially joined
@LPL
's Vendor Affinity Program!
Our new relationship will provide LPL-affiliated advisors with a platform that simplifies client engagements, optimizes workflows & enables smarter investment decisions.
Our CEO Sean Brown had a blast with
@ReformedBroker
&
@michaelbatnick
sharing how our platform serves today's advisors & discussing the specific tools that we provide to enable smarter investment decisions! Thank you for featuring us on "Talk Your Book."
@RitholtzWealth
.
While "stay-at-home" has forced us to get new hobbies (or pick up old ones), video games have been a clear source of entertainment.
Here's the impressive growth in gaming this year. $ATVI $TCEHY $EA $TTWO $NERD
Could we actually be in a
#bearmarket
? We're joined by
@charliebilello
to discuss how this could be when the S&P 500 is up over 20% on the year and has hit 66 all-time highs. Read more here -
An equally-weighted portfolio of the 41 women-led S&P 500 companies that have outperformed the index by 110% over the last 10 years🚀💜
#WomensDay
$ZTS $WBA $VTR $VRTX $UPS $TPR $ROST $REG $PH $PGR $PCG $OXY $OTIS $ORCL $NOC $NDAQ $LUMN $LNC $HSY $GM $GD $FIS $ELV $DUK $CVS $CNC…
Historical Market Caps of $NFLX:
11/17/2021: $306.39B, 20th largest company in the S&P 500
Yesterday: $154.77B, 55th largest in the S&P 500
Today: $98.61B, 87th largest in the S&P 500
An equally-weighted basket of these 10 'Covid stocks' is down this year, but is outperforming the S&P 500 since 2020.
2020 Performance:
'Covid stocks': 219.2%
S&P 500: 16.3%
2021 YTD:
S&P 500: 24.8%
'Covid stocks': -29.2%
2020-2021:
'Covid stocks': 126.0%
S&P 500: 45.1%
Pretty sure this basket of 10 'Covid stocks' will outperform the market over the next year, 3 years and 5 years. I'm definitely least confident about the first year.
@RemindMe_OfThis
1 year
$TDOC
$PINS
$PTON
$ROKU
$MELI
$SE
$FVRR
$TWLO
$DOCU
$SQ
We're humbled & honored to earn the
#1
ranking on
@finplan
&
@AmerBanker
's 2020 “Best Fintechs to Work For” list!
A special thank you to our extraordinarily talented, tight-knit team - the driver of our culture & success!
#YCharters
#fintech
@arizent_co
One thing is for sure regardless of who wins next month's election: stocks will go ⬆️ & stocks will go ⬇️
Here's $SPX performance under each president since Harry Truman.
The Kanye/Bieber effect...
Gap stock up 160% since announcing collaboration w/ Kanye West in June. $GPS
Crocs stock up 55% since announcing collaboration w/ Justin Bieber in October. $CROX
Chart via
@ycharts
On the hunt for high-net-worth clients?🦈📈
@kevinolearytv
of
@O_Shares
has proven strategies to help you out. Join us on November 10th at 2:00PM ET/1:00PM CT to learn how to prospect and retain HNW
#clients
.
Register now! ➡️
Want to find
#stocks
and investment ideas without spending hours of time? YCharts' Stock Screener can help!
🔎Search over 25,000 equities
📈Leverage 24+ pre-built templates
💾Save screens for later use
🤝Share screens and
#StocksToWatch
with colleagues
Celebrate World Financial Planning Day w/ us next week!
Join
@BlueOceanGW
&
@DasarteYarnway
on our upcoming webinar as we'll discuss:
- The stories behind their firms
- How client comms has changed in 2020
- The future of the planning space
- & More!
If you invested $10k into $HTZ 5 years ago, you'd have around $300 today. 📉
What other stocks would you like to see how a $10k investment turned out over a given timeframe?
"The better you are at accepting that your portfolio will never be perfect, the more likely you are to stick to your plan & succeed."
New
#mYCharts
w/
@dollarsanddata
breaks down how portfolio construction may change, balancing risk/return & much more.
YCharts' Fundamental Charts feature saves time and improves client communication.
📈Create stunning visuals
🔎Choose from over 100K equities &
#funds
, and 250K economic data points
🎨Customize with your firm's color scheme
⬇️Download and share insights
Is there any reliable way to stay ahead of
#stockmarket
declines?📉 💭
To find out, we looked at the accuracy and consistency of “overvaluation” alarms from 7 widely-followed leading indicators, going back to 1950.
All in our new white paper ⬇️
#DeckTheYCharts
with boughs of holly fa la la la la🎄❄️ Guess the missing data in the chart below & comment your reply for the chance to win some
#YCharts
Swag!
Hint: This data is causing a split among
#Fed
members & future policy moves.
More details on your entry👇
ICYMI 🚨
@CharlieBilello
recently joined YCharts to share:
✅ 5 prevailing
#StockMarket
trends from November
✅ His analysis of current
#market
conditions
✅ How he uses YCharts to communicate with his clients and prospects about
#investing
From the
#IPO
craze and $TSLA to the moon, learn what market trends should be top of mind for advisors and clients in 2021.
$BRK.B $BTC $BYND $CHWY $CRWD $DECK $DOCU $GBTC $IPO $JETS $LQD $MSFT $PENN $QQQ $RDFN $SNOW $SOXX $SPY $UTZ $WFC $ZM
Looking to learn more about disruptive innovation and market trends that are reshaping the investment landscape?💡📈
@CathieDWood
and
@Sean_YCharts
got you covered.
👇
One year ago today, rock bottom was hit.
Here's where U.S. markets and notable stocks have come since then:
$AAPL $AMZN $CCL $DIS $FB $GOOG $GOOGL $JPM $LUV $MSFT $NFLX $PENN $UAL $WMT $XOM $ZM
Oh deer, our first
#DeckTheYCharts
giveaway entry is here🦌☃️ Take a guess at what data is in the chart & comment your reply below!
Hint: It’s one of the most widely followed economic indicators of the health of the US
#economy
.
More details on how to enter are below!⬇️
The US Dollar is down more than 6% over the past year. Weak dollar plays over the same time frame:
#Bitcoin
: 142%
#Gold
: 25%
Emerging Markets: 17%
International Stocks: 8%
.
@ReformedBroker
brought the energy to our "Charts of the Year" webinar!
He said "We've seen it all" looking at
@charliebilello
's chart that showed how Crude Oil futures turned negative in April.
If you like this clip, you'll love the replay!
Fun application of our new Dynamic Model Portfolios included in the show notes of today's Animal Spirits with
@michaelbatnick
&
@awealthofcs
.
Your portfolio would return 21% annually if you bought the 10 biggest S&P 500 stocks by market cap at the end of each year since 2010.
The S&P 500 is in correction territory for the 6th time in the last 10 years.
The other 5 corrections & lowest point of each:
Aug 2015: -12.0%
Feb 2016: -13.0%
Feb 2018: -10.1%
Dec 2018: -19.4%
Mar 2020: -33.8%
If you don't come visit our booth at
#Wealth2019
, Shay, our newest Jr. Account Executive (Sr. Account Executive Neal's baby), will be very sad. You don't make to make him cry, do you?
@CFAinstitute
$TSLA's market cap has grown over 1,000% in the last 5 years.
These are the only companies in the S&P 500 that are larger than Tesla. (h/t
@awealthofcs
)
Companies in the S&P 500 that are bigger than Tesla right now:
Apple
Amazon
Microsoft
Google
Facebook
Berkshire Hathaway
Visa
Johnson & Johnson
That's it
Our popular Resource Deck is now updated to reflect Q3’s freshest market data📊💥 Leverage these powerful visuals to supercharge your client communication & make an impact that lasts well after a client or prospect meeting.
Download now ⬇️
YCharts recently caught up with
@brianferoldi
&
@Brian_Stoffel_
to discuss "Everything Wrong With The P/E Ratio" & we learned some great insights on alternative valuation metrics that we’re excited to share. Let's take a look at $NFLX as an example:
🧵 1/8
Today on Animal Spirits,
@awealthofcs
&
@michaelbatnick
discussed the sheer dominance of $AAPL, $AMZN, $MSFT, $GOOGL & $FB.
On a 5-year lookback, an equal-weighted portfolio of these megacap tech stocks has outperformed the market by 4x.
1H 2022 has had its fair share of painful, yet historical
#market
storylines📉🐻 Read about the highlights, lowlights, and insights of these two quarters & what leading indicators imply for
#stocks
in 2H 2022.
More in our latest blog here ⬇️
Let's do this!
@ReformedBroker
joins us to break down the "Charts of the Year!"
Featuring charts from
@charliebilello
,
@TR401
,
@LynAldenContact
& several other advisors, investors & analysts, you won't want to miss this.
Register to join in on the fun!
As we're casting our votes today, let's look the annualized total return of each sector during Trump's time in office.
Tech: 22%
Utilities: 16%
Cons Discretionary: 14%
Cons Staples: 13%
Healthcare: 11%
Comm Services: 9%
Real Estate: 8%
Industrial: 5%
Financials: -2%
Energy: -28%
#Buybacks
are trending after it was reported that airlines spent 96% of their free cash flow last decade on buying their own stock.
Here's a look at the 15
#SP500
companies that have spent the most on buybacks, while including their free cash flow & total dividends paid.
📢Calling all
#FinancialAdvisors
: Our popular Resource Deck has just been updated to reflect Q2’s freshest market data📊💥 Leverage these powerful visuals to supercharge your client communication & make a lasting impact!
Download now ⬇️
"After I post a chart, I sit back & watch people engage with each other through comments/visuals. If you do this well enough, one may eventually go viral."
Our new
#mYCharts
with
@RampCapitalLLC
discusses his unique way of commenting on market activity.
"All the best returns for value investors occur from the bottom of big busts."
New
#mYCharts
with
@Greenbackd
shares his approach to investing in undervalued stocks, how he embraces selloffs & much more.
$TSLA has doubled its market cap over the past year, while energy & auto leaders (& a luxury car brand) have seen slow growth or market cap shrinkage. $XOM $GM $AUDVF