Interactive Brokers Performance – Newsletter III October 2024

Hello from YP Investors. We are coming at you with the 3rd edition of our updated newsletter featuring Interactive Brokers ($IBKR). 

We also have the Current Market Updates and Conditions.

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Interactive Brokers Performance Power 📈
Featured Stock of the Newsletter: $IBKR

Interactive Brokers is the featured company in this Newsletter $IBKR (Interactive Brokers Group, Inc.). This company operates as an automated electronic broker worldwide. 

$IBKR was selected because it has been an incredible performer this year! The Year-To-Date Return is almost 75%! That is over triple the S&P 500 😲 This stock is different from our past two because it is both a technical superstar and a fundamental powerhouse. 

Technical Analysis Notes from the Stock Selector Tool: 

  • $IBKR has increased over 70% from 1 year ago and almost 75% this year alone!
  • Positive Long-Term Trend: Stock prices should increase in the long term
  • 3/5 Positive Technical Attributes: Great indicator of a strong technically performing stock
    • All 3 Positive attributes are Long-Term Trends (Trendline, Outperforming the Market, and Outperforming its Peers). 

Here are some key Buffett Fundamentals we noted:

  • The current EPS of 13.03 much less than its 10-year average EPS of 24.05, almost half the price of its historical P/E, what a value!
  • Retained Earnings growth in 10 of the last 10 years! An excellent indicator of a company with a durable competitive advantage.
  • Consistent Increase in EPS (diluted) in 10 of the 10 last years. 
  • Perfect Return on Assets in 10 of the 10 last years. 

Table of the Newsletter: $IBKR Yearly Performance Powerhouse

Interactive Brokers StockS elector Table

YP Investors Retirement Calculator Revamp

We listened to your requests and made some huge improvements to our Retirement Calculator!

Here are the new updates you need to try out:

  • New Bar Chart showing the total amount at retirement in each account (401k, Roth, Other)
  • Retirement Planning now has an Inflation Rate to help your plan be more accurate to ensure you have enough to retire in comfort
  • Added a Retirement Rate of Return so you can adjust how much you will make back on your retirement savings during retirement
    • This is useful because most will opt for safer investments (less return) during retirement as opposed to riskier investments (more return) while saving for retirement
    • Allows for more customization to the way you plan to invest during retirement

Try-it out Now and see how your retirement plan looks!
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YP Freebies:

Current Market Conditions are Good!

YP’s technical indicators suggested the Market (NYSE) Conditions are Good.

Right now, the Market has about 68.57% of Stocks on buy signals. The amount of stocks on Buy Signals is getting close to overbought territory so be somewhat aware, but now worries if you are a member. We will update you as soon as the Market changes to these conditions. 

If you are a member of YP Investors we will automatically notify you instantly anytime the Market Conditions change (Become a Member here).

What does this mean?

NOTE: This is Not Investment Advice.

Buying has taken control in Stocks. The market is bullish and stock prices should continue to rise. The Market Conditions are Good! 

Our technical indicators use the stocks in the NYSE (New York Stock Exchange) to generate the current Market conditions. Good Market Conditions means that Stocks are already in or transitioning to buy signals. For YP Investors this is a good time to invest into sound Fundamental and Technical Stocks. (Check out our updated Top Stocks and Penny Stocks Pages)

Below is a summary of what actions YP Investors Takes. Read the list of the all the scenarios and actions we take during Good Market Conditions. 

Action to take on any current positions: YP Investors is holding their positions in Stock/Stock ETF Securities at this time if they are still in Positive Trends and solid Fundamentally. We are also starting to transition out of Bonds/Bond ETFs an into Stocks/Stock ETFs. 

Action to take with any cash: YP Investors is planning to start the transition out of Bonds/cash into Stocks/Stock ETFs. We will be focusing on stocks with great fundamentals like our Buffett Fundamentals Tool suggests. We will also check Technical Analysis to make sure it is in a Positive Trend, and hopefully beating the Market. Remember to look for Buy Signals as a good entry point for a Stock.

Tutorials!

Don’t forget, we have a number of tutorial videos which can help in understanding our Tools and Charts! Click here to go to our Video Tutorials page.

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Good luck in your investments and thank you for being part of the YP Investing Community!

-YP Investors

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