Shelter-in-Place Market Update 8.11.2020. Seven up.

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

Everybody Welcome to Tuesday finally had an S&P down day seven days in a row up. And today down .8%. very classic, actually, we got within one half of 1% to the all time high and then sold off. Pretty much what I was talking about yesterday with that psychological barrier, very, very common, we’re gonna have a lot of volatility trying to get through that, we do have to watch because we want to make sure we don’t end up going, you know, down. And that’s something that it’s sort of an inflection point right now to watch for, that I talked about yesterday. And so unfortunately for us, the tech stocks sold off even more, so we’re gonna see, you know, a little bit more damage to the portfolio’s we have. Let me talk about that.

I mean, if I had a client ask me yesterday, hey, when the market was up the S&P 500 and Dow, and why were we down? Well, basically, you know, my overall philosophy is that you’ve got, you know, these nine bases to cover on a baseball field, you make some small shifts, with these targeted indexes. Well, this particular environment is is caused me to shift even farther, basically, there’s nobody on third base and nobody in left field. And so when that ball goes down the line there, we’re gonna miss that ball in this environment. And those down the line stocks are these reopening stocks. And I really don’t want to get into the airlines and, and the energy companies and the cruise lines, and the restaurants and all these things that are going to require a vaccine or a cure, we’ll see what happens, we can broaden that we can cover all the bases, I just want to give it some time, it’s only been three days so far, this is actually the third or fourth tech sell off. And sometimes you need it, you need to see those things come down and get down to certain level. And people say, Okay, I’ll take it.

And right now we’ve got plenty of support on the overall market we have built for support levels in this recovery. So I feel fairly comfortable about that. Another question that came up was, Hey, I love the positivity of these. And but will you tell us if things are really going to be bad and going to go south? First thing, I’ll make adjustments to the portfolio if I need to, I’m not a day trader. So I got to see weekly data that comes through, I do things slowly in that regard. And that’s worked out really well. And we’ve been able to avoid some of them, you know, getting out when we should.

So and I’ll announce that in these videos. As far as that goes to I do like to keep it positive. I spend two to four hours a day reading articles, I’d say 90% of them are negative, everybody knows the negative, not that many people know the positive. So that’s why I do emphasize that just to kind of create a balance. And so I want to thank you very much for listening today and I look forward to talking to you 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.