BIG NEWS. I’m Joining YCharts. Here’s what that means for the newsletter

If you’ve been a subscriber for a while, you’re probably wondering why I’ve been inactive for about a month.

I had some unplanned family health stuff early in June which required my time and attention (everyone is fine now) and then an incredible opportunity at YCharts opened up.

I wasn’t actively looking for a job, but when I saw the Director of Product Marketing job posting at YCharts I HAD to apply.

I’ll share more details about why this is a good move for me vs focusing full-time on my newsletter in a minute, but first I want to let paid subscribers know what this means for them.

Since I am accepting a full-time job and I want to focus 100% on it, I will be ending the paid version of my newsletter.

Because I’ve been inactive with portfolio updates since June 1st, I’m going to refund all monthly payments from June 1 and later. I’m also going to provide a pro-rated refund for all annual subscribers dated back to June 1.

So for example, if you started an annual subscription on January 1st, 2023, I will give you a prorated refund for the 7 months left on your subscription (you’ll only pay for Jan, Feb, March, April, and May).

What is YCharts and why is this a good career move for me?

YCharts is in my opinion one of the best all-in-one investment research and fundamental charting platforms around.

I’ve used YCharts for years and am a big fan of the software, but more importantly from a career perspective, the people at YCharts are incredible and leadership is very people focused. I truly enjoy working with great people and that’s exactly what I’ll have the opportunity to do at YCharts.

I’m also excited to apply all of the lessons I’ve learned from years of doing my own organic marketing to help more financial advisors and investors benefit from implementing YCharts into their processes.

I’ll continue to send the free newsletter each week. I want to make it as valuable as possible for you so I’d love you to let me know what type of content you enjoy the most.

I can’t thank you all enough for your time and attention. It takes a lot to opt into and regularly read an email newsletter. I take that very seriously and I’m grateful for your support over the years.

But this is the right step for me professionally and for my family. My wife and I have 3 kids under the age of 9 and there’s a lot to be said about the structure (and benefits) of being a full time employee at a great company like YCharts vs being a solo-creator working 60+ hours a week to make sure I can cover my financial obligations.

I’ll also get to keep doing what I love which is cover the markets and get creative with the YCharts team through webinars, blog posts, social media, etc.

If you aren’t familiar with YCharts, they produce a ton of great, free resources like this monthly market wrap.

Here’s two of my favorite data points from the June monthly wrap.

1. This is one of the best 1st halves for the S&P500 since 1951.

2. After a really tough year in 2022, growth has significantly outperformed value in 2023.

Here’s a link to the rest of the June Monthly Wrap.

If you’d like to get hands-on with YCharts, you can start a free 7-day trial here.

P.S. I have not made any recent changes to the portfolio. Here are my current holdings.

That’s it for now. I’ll be back to regular weekly FREE emails starting next week and I officially start at YCharts on August 1st. Can’t wait for this next chapter. Paid subscribers you should see your refunds over the next 1 - 2 weeks depending on processing time.

Email me if you have any questions!