When the Market Churns, I Hear about VIX. What is VIX?

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:

Easan Arulanantham:

What is the VIX? You know, I keep hearing about it in the news, you know, people are always talking about the VIX, whenever there’s kind of like this turmoil in the market. What is it?

Tom Vaughan:


All right. So the VIX is a fear gauge. Okay? Let me show share screen with you here too. We had this, this shot before one of our other shows. So it’s actually a fairly complicated measure, I’m going to, I’m going to really hit the high notes. What it does is it measures the the number of puts versus calls that are being sold on a short term basis against S&P 500 kind of futures contracts. And it’s done by the Chicago Board of Options Exchange. But in essence, what it does is it shows fear, when more people are buying calls, sorry, buying puts, that means they’re, they’re basically trying to protect their portfolios, right? When people are buying calls, they think things are gonna go up, and they’re gonna make money on that, right. So again, don’t get too complicated. But what happens is, when you see the number go higher, that means that the fear is getting higher, there’s, they’re, they’re buying more puts. And I put some little boxes there on some of the high points this year. Historic historically 33 and above, right, when that when it gets to 33. And again, it’s just a number. That’s been a good time to buy stocks. So this is sort of a contrarian indicator that says, Fear is high. When fear is high, I buy, right. That’s the contrarian mantra as far as that goes. And so it is a way to kind of see what fear is happening in the market altogether. I think it’s pretty interesting. You know, I look at the VIX, every day all day, really, just to see what’s going on, just to see how this might play out. But that’s, that’s what it looks like. It’s been, you know, all over the place, but it’s hit some high points this year, you know, melee and what are we 12345? They’re kind of in that 30 to 36 range. You know, that’s not that normal, because this has been a down market with lots of consternation, because of inflation and what the Fed is doing about it, right. So that that’s what the VIX is, it’s definitely something to know about. And, you know, just at least to have a cursory understanding of what it is. There’s lots of different measures for for fear, but this is one of them.

Easan Arulanantham:

Should a normal investor be following this or an average person that’s just looking at the market. Should I be worried when the VIX is high?


Tom Vaughan:

Personally, it depends on how the market plays out. But we’ve been using these as points to rebalance. Right. And so when the fear gets high, generally, the price is kind of stretched down. And we have another measure that we use for that, while there’s RSI. And when those two has happened together, we use this to rebalance. And so we’re basically picking points to kind of buy the dip as far as that goes. But it kind of depends, you just got to be careful. I mean, you know, we ended up with a 50% downturn, or something along those lines, you know, buying the dip all the way down. Again, if you’re young, why not? That works, you know, depends on how long you have, how much tolerance you have for risk. You can do quite well with this. But yeah, I think it’s a, it’s at least a short term gauge to show some bottoms, right? And that that’s what I would look at it for. If I had some money, I was thinking about investing. And all of a sudden the VIX jumped to 33 or higher, I might say, okay, you know, especially if I have a long term outlook, okay, now’s a good time to buy. Right? Because it’s generally works. When everybody’s running one way, the best investor is running when everybody’s running out. Right. And that’s what this is. Basically, the market is running away when that number gets high, and you’re walking in and buying at that point in time. And so, you know, certainly takes some courage as far as that goes, but it’s it works. It has worked anyway.

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.