Quickly find out good performers vs. bad

November 17, 2019
Anand Sheth

Another resource to share with the financial advisor community. Over the years when I was responsible for portfolio research, I found this website with its heatmap a very helpful tool to quickly focus on the answers I needed.

Sometimes it was to find a stock that has been beaten up. Other times it was too look at what industry was dragging down the performance overall.

I just pulled this chart today that shows you that Independent Oil has been challenged this year. Or while tech has been flying, BIDU not so much. You can pull so much from such a simple visual.

YTD Heatmap - Nov 17 2019

Check out the website - https://www.finviz.com - they have great tools. Share with your team.

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