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  • June 1, 2021

Market Update: June 1, 2021 A New Trend May Be Emerging

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 Tuesday, the S&P 500 was down just a little bit today, .05%. But the big thing about today was just kind of the pattern. And this is what I think is the most common pattern we’ve seen, a day exactly like today, over the last three months. So what happens today, we see interest rates come up a little bit, some fear of inflation. We see the price of oil come up, because there’s some heating up potentially coming into the energy market, as things reopen. There’s some talk about Iran not being back online as quickly also. So those things kind of come along, create a little bit of inflationary pressure. And then you have this scenario where small caps really do well, they were up 1.1%, today, even though the s&p 500 was down.


And so we’ve kind of just designed the portfolios around this particular type of day. And if you go in and look, you’ll see that today was a really good day for us, even though the S&P 500 was down, which I think is pretty important. So you really want to be kind of in that energy and materials and consumer discretionary, financials and etc, these particular areas, because what’s going to happen is that they’re going to kind of suck the oxygen out of the market in terms of the other areas. So, when earnings come through for these areas, and they’re so spectacular, which they have been, especially over the last three months, and I think that’s going to continue as things continue to reopen, it just makes that relative measure compared to say, the tech stocks or the advanced healthcare stocks and those types of things, which are still doing well, but it takes some of the luster off of those, when this other areas is starting to kind of gather some of the momentum that they’re doing. Now, again, that might not last forever, but that’s what’s going on right now, so I think that’s really important.


There is one area that is now starting to make some moves, that really wasn’t before. So we don’t have a tremendous amount of international exposure inside the portfolio, because they haven’t been doing well, we just they haven’t. But if you look at the last 30 days, you’ll see very good results that have lots of European countries, in Europe as a whole; Latin America as a whole. Canada is doing quite well, and one of the reasons is kind of like going back in time. We’re at nearly 60% of the 12 years and above population has had at least one shot of the vaccine, but these other areas are not at all, actually. And so we’re seeing a situation where they’re starting to ramp up their vaccine delivery, and again the expectation would be that they’re reopening stocks would start to do well. And so we are we’re seeing some things really move in those areas now, and it’s sort of like going back in time, like going back three or four months here in the US. And so we’re that’s something I’ve been watching very closely, digging through all the different charts and such to. So there’s some interesting plays there.


We’re not seeing that big gains in the Asia Pacific Rim, per se, which is interesting, even though they’ve done really well with the with the virus. I think you know, that there’s some other things that play there as far as that goes. But just something to watch for, and something I think that’s important, but really love today, love this pattern. It’s a pattern, I expect to see more and more of. I think, today’s June 1, so we’re heading into the summer here, officially, and I think that’s going to be very explosive. Lots of people are going to get out and do things that still aren’t getting out even now. And we’re going to see a continuation of that all the way through the end of the year. I think this could be a fantastic year for the stock market. We’ll have to see how things play out. But today’s pattern is something to focus on, because I think we’re gonna see more and more of that. And we have seen that the most so far, in the last three months or so. So, anyway, good day today for us. Very excited. Look forward to talking to you tomorrow. 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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