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Retirement Capital Strategies
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  • August 21, 2020

Shelter-in-Place Market Update 8.21.2020. Another incredible high.

Disclaimer - Read More

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

Hello, everybody, welcome to Friday, the S&P 500 was up .3%. Today, more importantly, it hit a another all time high, which is incredible. That’s what we need, we need to see those continue to go and see some strength and maybe get a little run going here. And part of that run is our favorite stock, the one that’s in every single portfolio, and that is Apple, which was up a little bit over 5%. Today, that’s an incredible amount of return for a company of that size. So that’s really, really good news.

One of the things I like to do on Fridays is try to focus a bit more on the positive things that I see that are possible. If you think back to when I started this particular video, that’s what I’ve been focusing on. And I would tell you kind of when I see kind of best case scenarios, hey, it worked, we actually ended up with the all time high in the market. And this started on the 22nd of March, and the bottom was the 23rd. So let’s think about what the best case scenario from here might be. Now I I can get really dark, I can tell you some very poor scenarios that they can come up with, and a whole bunch in between. And that’s my job. I work on those all the time. And I try to figure out which portfolios would work best in each of those scenarios. But the really dark one, just read the paper watch CNBC, it’s easy to find the dark stuff, it’s out there, it seems to sell better than the than the positive stuff.

So kind of best case scenario that I can see right now is that actually the pandemic creates kind of a quasi Industrial Revolution, where you have, you know, so much push forward in technology, future technology, like artificial intelligent robotics just kind of takes off so much money being spent on health care, I mean, the amount of money flowing into healthcare, that could create all kinds of industries and products and different things, besides just the vaccine, just by chance. And so what we need to have, we need to have the dollar holed up, which has been doing fairly well. So we can continue to borrow to get through this gap, we need Congress to probably put up some money to fill the hole until these other things can really take off. And then if it really took off, it could blow the top off of this market, that might allow the economy a point in time to be able to pay down some of these debts that we’ve had to take, okay, again, best case scenario, and really fun to think about. As far as that goes. Now, we happen to be perfectly positioned for this best case scenario, with our megatrend indexes, or innovative technology indexes, our software indexes, and our semiconductor index, etc, we have our advanced healthcare index. And, you know, all of those pieces are in place right now.

So you know, we’ll have to see how this plays out. But I do think it’s important to be able to kind of see some of those things. Because, again, we just did it. We just finished the best case scenario from March 23. To now we’ve just had the greatest run up in the shortest period of time in the history of the stock market. That’s a best case scenario. So who knows what might happen going forward and always try to keep a little bit of hope, you know, on the sidelines, and let’s see what happens. So I think next week will be important to see if we can kind of keep this momentum going, and I look forward to talking to Monday. Thank you very much.

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Disclaimer - Read More

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.

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PrevPreviousShelter-in-Place Market Update 8.20.2020. Feel the energy of the market.
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