Market Update: We could reach 200 days without 5% down

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:

Tom Vaughan:

Hello, everybody, welcome to Thursday. The S&P 500 was up a little over .1%, today. We did have some overall weakness and other parts of the market: The Dow was down today. The Russell 2000 index was down a little bit more than 1.2%; that’s the small caps. Oftentimes, when you see small caps having weakness, which we’ve seen for the last about three weeks now, you can kind of see it as a sign that people aren’t willing to take as much risk, and so they’re taking money off the table. We’ve seen some shift up towards some of these larger cap stocks, which is why the S&P 500 did well today, I think. And really, it’s an issue that you have to watch for: When things are very hot, money moves into small cap stocks. As people feel very confident; I think there’s a little bit less confidence right now.


And here’s one of the reasons why, this is kind of fascinating: There was an article in Marketwatch today, about how long it’s been since we had our last 5% downturn. This is what I’ve been talking about quite a bit here: Just how long we’ve gone without any type of really bigger downturn. And so, if we don’t have this by Friday, that will be 200 days, trading days, that’s how many days the market was open, since we had our last 5% or more downturn. And so it’s really kind of fascinating, because that’s only the eighth time since 1957, when the S&P 500 was created; that that has happened.


We did have some very long ones. As a matter of fact, we had one that was 404 days, that ran from June of 2016 to February of 2018. It can go longer, which would be fine, but I think we’re kind of looking at least some type of a downturn here and some softness; we’ll see what happens. I actually think tomorrow is going to be somewhat important, because it’ll kind of set the tone for the weekend: Are we bouncing from here, and just going to continue on our way, or are we going to have some more weakness that we might have here, too. So, something to watch for.


Of course, my thought process always in this, is that the primary trend is up; and all we’re seeing so far as a counter cyclical downtrend. That’s what you have to assume first, and play that basic concept, and then watch for it to turn. So, the primary trend could turn to down: I’d be surprised, just because of all the other basics that are in place. Lots of economic growth and things that are happening with low interest rates.


So altogether, I think things look pretty good, anyway. Very interesting day all together today, but tomorrow I think will be more fascinating. I would like you, if you get a chance, to join me at my Talk Money with Tom show. If you have questions about the market or things that you want to hear about, in that regard. I’d love to talk to you about those, too. And so we have that from 12:15pm to 1:00pm every Friday, and I look forward to talking to you tomorrow. 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.