Skip to content
Book an Appointment
Search
Retirement Capital Strategies
Retirement Capital Strategies
  • Getting Started
  • Testimonials
  • Learn More
    • About Us
    • FAQ
    • Managing Your Wealth
    • Helping You Retire
    • Maximizing Social Security
  • Talk Money with Tom
  • Contact Us
    • Contact Us
    • Book An Appointment
    • Ask Tom
  • Existing Clients
    • BlackDiamond Portal Login
    • Schwab Alliance
    • BlackDiamond FAQ
  • Form CRS
Retirement Capital Strategies
  • Getting Started
  • Testimonials
  • Learn More
    • About Us
    • FAQ
    • Managing Your Wealth
    • Helping You Retire
    • Maximizing Social Security
  • Talk Money with Tom
  • Contact Us
    • Contact Us
    • Book An Appointment
    • Ask Tom
  • Existing Clients
    • BlackDiamond Portal Login
    • Schwab Alliance
    • BlackDiamond FAQ
  • Form CRS
  • August 5, 2020

Shelter-in-Place Market Update 8.5.2020. Looking at trends.

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 Wednesday, S&P 500 up a little bit over .6%. It continues to work its way back towards the all time high. The buyers are in charge of this market right now. So we’ll see how this goes. We had a webinar yesterday about the BlackRock iShares Megatrends, really popular, lots of good feedback, lots of positive response. And so let me talk just a little bit about, you know, the ones that we own as a group. And we don’t all own these, and I’m going to give you a rate of returns for the year.

So far, we haven’t all had them for the full year, but it’ll give you a great idea of what’s happening. And again, the idea is you find a trend, like let’s say, self driving vehicles, or electric vehicles, and you would not only just buy Tesla, for example, you’d buy the entire eco structure around Tesla, all of the different companies, and sometimes some of these other companies will actually have much bigger gains. And so we own clean energy, which is up 32 and a half percent so far year to date. And again, we haven’t own this the whole time. But that’s a good example. Be in front of the trend.

Combine that with the pandemic, the S&P 500 is only a three and a half percent so far year to date, robotics and artificial intelligence. Another one we own up 20.6 very popular right now, cybersecurity companies are desperate to protect their data, especially with everybody working at home, up 28% genomics and immunotherapy sitting in front of this aging wave, and happens to be also contributing towards trying to find therapies and vaccines inside of this pandemic. That’s a 30.2% year to date.

Then we got another one called breakthrough technologies using an algorithm to try to find companies that are working on breakthrough technology that just started in the middle of January. So it doesn’t have a year to date rate of return, but just in the last three months, it’s still up 23.3%. So really, really fascinating. It’s why I wanted to do that webinar, because I think it’s really important. It’s helped all of us these particular types of concepts. And so, I want to thank everybody for watching and attending and watching this video today. And I look forward to talking to you tomorrow. Thank you.

Book an Appointment with Tom
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.

Share:

Announcements:

Important Reminders About the September 5th Schwab Transition

Retirement Capital Strategies Launches Digital Studio!

Sneak Peek into Talk Money with Tom New Digital Studio!

Talk Money with Tom Fridays at 12:15pm Pacific!

Events:

More Posts:

PrevPreviousShelter-in-Place Market Update 8.4.2020. A good day for the stock market.
NextShelter-in-Place Market Update 8.6.2020. We’re getting really close.Next

We Help Our Clients
Build and Maintain their Wealth

  • About Us
  • Investing
  • Retirement
  • Social Security
  • Contact Us
  • Disclaimer
  • Media Disclaimer
  • Getting Started
  • Client Hub
  • FAQ
  • Form CRS: Client Relationship Summary
  • Investment Advisor and/or Firm Lookup

Follow Us

Facebook-f Youtube Linkedin
Book An Appointment

© 2020 Retirement Capital Strategies

  • Getting Started
  • Testimonials
  • About Us
  • Managing Your Wealth
  • Helping You Retire
  • Maxing Social Security
  • Client Hub
  • Talk Money with Tom
  • FAQ
  • Contact Us
  • Form CRS
  • Contact Us

Retirement Capital Strategies
1190 Saratoga Ave., Suite 140
San Jose, CA 95129
Tel: 408-551-6100
Fax: 408-551-6161

Facebook-f
Linkedin
Youtube