Shelter-in-Place Market Update 11.5.2020. Another green shirt day.

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 Thursday, the third green shirt day in a row. Pretty incredible. I’m glad we’re recording these, because we’re going to want to look back at how amazing this was, right during the election period here. We still have what looks like a contested election does not seem to be bothering the market. When I look back at September, October, that seemed to be one of the issues. But that seems to have resolved itself. I think more than anything, it was just so many people that thought the market was going to go down. And so many people waiting on the sidelines, just kind of this relief. And once it starts to run, everybody’s jumping back in. And so there’s a lot of buying going on.

And really, you know, the S&P 500 was up almost 2% today again, and the clean energy which we talked about yesterday is one of the pieces that fell a little bit, was up fantastic today. One piece was up 9.6%. The other one was up 7%. So I do think that theme is still there. And now the trend is really marching along. It looks really good, relative strength. You know, when you’re making nine and seven and the markets making two, that’s a really good piece. But it wasn’t just that I mean, online, retail is up 5.2, Smart Mobility is 5.4, semiconductors, five and a half, Apple 3.6. You know, so really, really good. And you don’t want to thank everybody because you know, September and October are a little bit rough.

We did pretty well, but not as well as we did in the summertime in terms of outperformance, but now it looks really good. I mean, I’m glad we hung in there, we held on to those pieces. I mean all of them Petcare, US home construction, everybody’s having really strong runs. And so that’s fantastic. But just real quickly, I’ll just show you where you are, I see even more strength in the market. Just something unparalleled here. So here’s the S&P 500 is represented by Vanguard’s S&P 500 index, here’s the volume on that index per day, you can see my day down here, and this is by price. And it’s called the Volume Profile again. And so when we see big volume below the price, that’s support. We’ve got lots of support, and we see no volume above the price, that is no resistance to moving forward. And so if I zoom in just a little bit more here, you can see I mean really what these are incredible days, bam, bam, really moving. And then there’s really no resistance above that, so could be fantastic.

Might see some profit thing and who knows what’s going to happen for sure, but really, really good so far. Very, very happy with what’s happening here. You know, let’s see what happens tomorrow, it’s their follow through. You know what’s going on with all of the different pieces of the election does that impact thing so really fantastic. Thank you for watching today. Let’s see what happens tomorrow.

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.