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  • April 29, 2021

Market Update 4.29.2021 2 ETFs that we are buying right now

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:

Tom Vaughan:

Hello, everybody, welcome to Thursday, the S&P 500 was up about .7%, today was a wild day market was up a lot right at the open, and then really, you know, fell a whole bunch, and then came all the way back. And really, you know, what’s happening is that we’re in the middle of some really big earnings reports that are coming out, all of which for the most part have been really positive. And we continue to have upside surprises, which is great. So, you know, that’s just part of this, you know, timeframe, we get lots of volatility here. But I’d like to continue the discussion about, you know, what we’re doing within the portfolios right now, and the changes that we’re making some really excited about the so let me share my screen here.


This is a chart that was in the Washington Post yesterday. And this is a pretty interesting look at the breakdown of the two different plans that are being talked about for the government spending right now. So the American Jobs plan is really this, you know, orange side here, and the American Family plan is really kind of the screen side. And if you remember, yesterday, I was talking about the two main drivers that I’m seeing in terms of themes would be, you know, the reopening theme, and all those pieces that fit under that, and then kind of this government spending theme, and this chart does a really great job. And let me let me zoom in just a little bit here. So we can see this a little bit better. And I’ll point out some things.


So one of the keys when you’re looking at this, and you look for government spending, and you know, you’re looking for an opportunity to make money in the investing world, is there has to be some companies that are public that you can buy. And specifically for me, you know, some ETFs, Exchange Traded Funds that that that I like to use. So, for example, in-home health care has a $400 billion, you know, proposed budget. Difficult to buy into that area, there aren’t a lot of public companies really, that deal in this particular category.

Having said that, if you look at transportation, for example, lots of companies in here, you know, electric vehicle incentives, public transport, passenger rail, roads and bridges, etc, road safety. And so one of the things I do like about transportation as a whole, we have that in our reopening trade, we have our transportation index that I really like, has been doing quite well. And that’s because people are going to move more and so as products as the world reopens. And then it has kind of it’s also under the other theme, which is this government spending. So you can see here, you know, what’s happening. And then the other area that I think is a fairly obvious, you know, possible investment areas, is buildings and utilities, lots of money, high speed broadband, electric grid, and clean energy, water systems, you look at some of these, you can see where there’s going to be some good money spent and construction and what have you. And then down here in the jobs and innovation, you know, the semiconductor energy, clean energy, etc.

So there’s some investment opportunities within these pieces. When you look at the American Families plan side of it, I don’t see as many chances to invest, you know, there are some but not not real obvious out with college and, you know, family paid leave and those types of things. This is probably more of a stimulus overall, you know, when you push $2 trillion out into the economy, I think, you know, people end up with money in some of those areas, but they’re more like workers, and we can’t really buy stock in some of those areas. But those workers are important, they go out and spend money at the places that we do own stock. So really, let me show you what you know, what we’ve been purchasing here. So this is a an ETF with the ticker symbol IFRA. This is the last one year, this is called iShares US Infrastructure Exchange Traded Fund. And so you can see, you know, this is the chart, very nice movement upward, very tight. Hit an all time high today, really, you know, going the right direction. As far as that goes, I call this Traditional Infrastructure.


So this is utilities, and energy transportation and storage. railroads, for example, construction companies and engineering companies, machines, materials, and this is 100% US company. They keep talking about how they want to buy only US, we’ll see if they can really do that. But this is this is where you know, that kind of starts as far as that goes. So the other piece that we purchased that I think is kind of interesting is really maybe the technology side of infrastructure. So this is SIMS. And this is a SPDR Series, you know, Kensho Intelligent Infrastructure ETF.


Again, very nice move I movements as far as that goes hitting an all time high today also. And so this is more kind of like smart buildings, smart power grids, intelligent transportation infrastructure. And again, this is 80% US companies, which I think is important and also so really, really fascinating. I think these have some great potential. You know, we just purchased those two, or purchasing them now. Over the next few days as far as that goes, so it’s really something that I think is fascinating to watch. And we’ll talk some more about some of the other things that we’re looking at.


But again, we’re kind of filling in two themes now, you know, one being this reopening theme, and another one being kind of this government spending theme. And trying to get in front of this I do think this is something you know, you can see the market likes what’s happening there, you look at those charts, and I look at 1000s of charts and you know, those are good ones and they’re not all that great. So really, really great. So look forward to talking to you tomorrow and we’ll see what happens and I’ll discuss some more of the pieces that are in the portfolio. Thank you very much.

And if you get a chance again, go live with Tom is tomorrow at just go to golivewithtom.com 12:15 PST and ask questions or you know, listen to other people’s questions if you don’t have any, and look forward to seeing you then. Thank you.

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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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