Shelter-in-Place Stock Market Update 12.11.2020 – How to use targeted indexes in a portfolio.

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

Well, hello, everybody, welcome to Friday, the S&P 500 was down a little bit today a .13%. And it was actually down for the week, which hasn’t happened for a while now we’ve been on quite a run. You know, one of the things that’s really great for us, though, is that we’re actually up for the week, we’ve had a really good week actually all together across all of our accounts, every counts can be a little different. But I think that’s a very positive thing, especially in kind of a down week. And even today, for example, you know, we had clean energy was up, even when the market was down, some of the innovative technology was up, software was up, cybersecurity was up, etc.

So, you know, the whole object behind this portfolio, you know, design is to make sure we do have our broad representation, we actually own the S&P 500, or something like it in basically every single portfolio, so that we can capture, you know, these bigger moves and these rotations that are happening inside of those stocks. But then these targeted indexes, we’re looking for things that are have some momentum and are moving forward. And so it’s kind of like being in a train station, there’s 100 trains, and only two of them are leaving the station, and you want to be on those two, and it might be a couple going the wrong direction. So you don’t want to be on those, right.

So that’s the concept and just constantly looking for those, there’s 2600 ETFs, out there that we’re evaluating all the time to see if they should be in the portfolio. And that seems to be working quite well. And that’s what’s creating these kind of over performance numbers for us as we go here. And so I’m very excited about that. Also, I think, honestly, in my opinion, after this fantastic month, we had in November, having a week or two, where the market does go sideways or slightly down, it’s a very powerful thing, sometimes the market can get way ahead of itself, and then you expose yourself to a big pullback.

So just a sideways movement like this, because we do have this cross current of different information, you know, we have the stimulus package, you know, that’s not going as fast as people would like. And that’s sort of on the negative side. And but on the positive side, they’re talking about the first people getting the vaccine on Monday or Tuesday of next week, which would be really exciting also. So I think we’re gonna see a lot of that kind of cross current happen here. But I do like what we have, we have an awful lot of trains that are leaving the station in the right direction. And that’s just something we’ll continue to watch for. So, really looking forward to seeing what happens next week, and I’ll talk to you then 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.