Shelter-in-Place Stock Market Update 2.26.2021 – The battle between growth and value stocks continues.

Tom Vaughan is a Certified Portfolio Manager and CEO of Retirement Capital Strategies. Retirement Capital Strategies is a registered investment advisor located in San Jose, California.

The opinions voiced in these presentations are for general information only and are not intended to provide specific advice or recommendations for any individual(s). The information provided herein is obtained from sources believed to be reliable, but no reservation or warranty is made as to its accuracy or completeness. Statements and opinions are subject to change without notice. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Accordingly, you should not rely solely on the information contained in these materials in making any investment decision as the material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned in this presentation. Before acting on information discussed in this presentation, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment advisor. Prospectuses, investment objectives, risks, charges and expenses of any investment product should be reviewed carefully before investing. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Retirement Capital Strategies and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Tom Vaughan or Retirement Capital Strategies unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information, comments and questions. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Investment positions mentioned in these videos may be held in some of our existing portfolios. Tom Vaughan and Retirement Capital Strategies are unaffiliated and separate from those companies whose investment positions are mentioned and is not liable for their products or services.

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Transcript

Hello, everyone, welcome to Friday, the S&P 500 was down .48%. Today, the surprising thing was literally about 20 minutes before the market closed, it was up almost a half a percent. So it’s swung downward, right at the end, really almost a full percent, which is interesting. I’m not sure what to think about that. Sometimes that means something for the next day. But heading into a weekend, often times it doesn’t. I think what is important today is that the growth stocks did well. And so what we have right now in our portfolio is kind of these growth stocks, these value stocks, and then this one inverse piece, you know, that goes the opposite direction, the S&P 500. And so it was kind of interesting today, at the very end, when the S&P 500 was coming down, I was watching the inverse piece, shoot up the leaderboard, so to speak within our portfolio.

So again, that’s why it’s there, to kind of give us some type of a parachute. But there’s sort of a battle right now between this growth and value. So that’s the big issue. value is actually down today, it has been outperforming the market really well. And you could say that Dow is mostly value and the Dow was down today. And the NASDAQ index was mostly growth and the NASDAQ index was up today. My biggest concern, though, at the moment is really with that NASDAQ index and those growth pieces, we had to move out of some of the growth areas, just because you know, we saw so much weakness, it was great today, it went up. But we need to see some carry through there.

For example, the online retail today that we have was up three and a half percent, which is great. The semiconductor piece that we have today was up 2.1%, which is also great. But they did very poorly yesterday. So they’ve been you know, as a whole, the growth stocks have been selling off for quite a while. And we’ve seen this move into value today went the other way. Now, in normal times, actually, that’s normal almost every day. It’s why we always have growth and value in the portfolios. And hopefully we get back to that.

And that’s fine, you know, because then you can create a balance by having both pieces. But this is such an unusual period where we had so much concentration and growth for so long, because the value side were these sensitive stocks to the virus. And now we’re seeing you know, this is kind of overpriced on the growth side. And it’s coming back down. And we’re seeing this big movement into the value side. So didn’t happen today. So they went back and forth.

So we’ll have to see, I do think next week is going to be very interesting, especially for the growth side to see if it can hold up because it is showing some weakness, and it went up on lower volume last week, then it went down on much higher volume. So there’s a lot of selling there, that weakness could continue. So that’s something I’ll be watching for next week will really be you know, how does growth do I hope it holds up. Because I love these areas. I think they’re really exciting. But at the same time, he can’t fall in love with your investments, or at least I can’t, I need to go where the money’s going and get into those and fall in love with those other things if I have to. So anyway, that’s what’s happening on Friday. It’s been an interesting week, so to say the least. And I look forward to talking to you on Monday. Thank you very much.

Tom Vaughan is a Certified Portfolio Manager and CEO of Retirement Capital Strategies. Retirement Capital Strategies is a registered investment advisor located in San Jose, California.

The opinions voiced in these presentations are for general information only and are not intended to provide specific advice or recommendations for any individual(s). The information provided herein is obtained from sources believed to be reliable, but no reservation or warranty is made as to its accuracy or completeness. Statements and opinions are subject to change without notice. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Accordingly, you should not rely solely on the information contained in these materials in making any investment decision as the material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned in this presentation. Before acting on information discussed in this presentation, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment advisor. Prospectuses, investment objectives, risks, charges and expenses of any investment product should be reviewed carefully before investing. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Retirement Capital Strategies and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Tom Vaughan or Retirement Capital Strategies unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information, comments and questions. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Investment positions mentioned in these videos may be held in some of our existing portfolios. Tom Vaughan and Retirement Capital Strategies are unaffiliated and separate from those companies whose investment positions are mentioned and is not liable for their products or services.

By participating in any of these live streams, you agree that any questions submitted by you might be used by us in the future on this YouTube channel. We will not share your personal information.

If you have questions, please write to us at: asktom@talkmoneywithtom.com.

  • MoneyGuidePro®
  • Advent Software/Black Diamond Reporting
  • Riskalyze, Inc.
  • thinkpipes®
  • Right Capital
  • YCharts, Inc.