Shelter-in-Place Stock Market Update 11.19.2020 Innovative Technology and Clean Energy.

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.

Transcript

Well, hello, everybody, welcome to Wednesday, the S&P 500 was up .4%. Today, which is a pretty good day, actually lots of green on the charts. And the main driver today was the talk about the stimulus. And so that talk is starting to come back again. I’ve mentioned in the past that in order for a bipartisan group like this, to really get moving on stimulus, there needs to be some pain, or some fear, like what we saw back in March, when they pass the Cares Act.

Obviously, the rising virus count and the rising hospitalizations is that fear factor right now, has an impact on the economy has impact on people, the unemployed, all of these issues. So hopefully, they move forward with that. And the market is of course, looking, you know, at that strongly. So that’s a good thing. I think the other component that’s important today is just to see kind of the rotation that happened. You know, we have three main pieces in the portfolio, kind of have our technology portions, we have our clean energy portions and our value portion.

So, of course, we have some broad market index pieces in there, too. But I’ll show you what happened today, it was kind of interesting, we saw some pretty good motion into the technology, and the Clean Energy area. So this is our innovative technology, it was up 3% today, so a lot more than the than the S&P 500. But it’s been going more or less sideways for a while. And even though Today was a big move, it really needs to kind of break out of this range to really start running again, kind of like it did back here. And a good example of a breakout is our Smart Mobility piece. So this was up 1.6% today, which is great. But you can see it was in a range back here. And it has literally broken out. And that’s what a breakout looks like because it gets above and starts to create, you know, new territory. And so hopefully that happens with all of our holdings, we would love that, you know, clean energy, of course, has done well.

But it’s sort of in a trading range. Also, a bit like the innovative technology did have a big jump after the election, had a good day today, you know, up 1.4%, that’s great, we have three of these altogether. So it’s just one of them. But value, on the other hand, did not do as well today. And that’s kind of how it’s going to go, you’re not going to have you know, enough, you know, money that’s out there to make everything move at once. And so, you know, you’re going to see one or two pieces. So a diversified portfolio, like what we’re getting into now. So what we’ve always had in the past up until this year, really, this is how it looks, you know, one day value will take off and maybe you know the technology stocks don’t. But it might create more and more consistency in the rates of return. And hopefully that creates an overall a better rate of return versus the market. So, you know, it looks like today like the last couple of days we’ve done really well versus the market as a whole. I really like that. That’s one of my big goals. And so let’s see what happens tomorrow. I really look forward to that. 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.