Market Update: June 28, 2022 We Get More Defensive As Market Falls

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 Tuesday, the S&P 500 was down a little bit more than 2%. Today was an interesting day, I had an alert set at the S&P 500, around 3940 level, and we jumped through that alert, IQ triggered, we got to 3945. And then the market really started down and a half that alert there because there was an awful lot of overhead resistance right around that point. And it seems like we hit that point and the sellers came in and really didn’t allow the market to jump through that resistance level, we did get some other information about consumer confidence surveys, which were very negative things that you know, that would worry the market, as far as that goes, we did use some, the opportunity today with the continued fall of the market to start to continue to get more defensive. You know, I’ve mentioned several times before, I have three different types of investment, depending on what’s happening, you know, methodologies depending on what’s happening with the market. So in that kind of upward trending market, like we had in 2020, you know, we’re we’re invested in a lot of little trend pieces, trying to catch those trends, when the markets go down. But the early indicators for recession are still hanging in there, then we just want to rebalance, when to wait for the market to kind of stretch down and rebalance that those points. And that’s what we’ve been doing so far this year. But when the early indicators for recession start to curl over a start to say there’s a possibility of recession coming here in the near future, and the market is still coming down, then you want to start to get defensive. And so that’s what we started last week, in was continuing to do that we’ll continue to use these these periods to kind of take some of the stock market exposure off the table.

I think that’s the wise things to do here just to wait and see how things are going to play out. There are some scenarios where things could work out quite well, we are seeing, you know, softness and energy prices and gas prices in June. We’re seeing you know, some of these things that, like China today announced that the they kind of easing some of their COVID policies for travelers. And these are things that the market is looking forward to as far as that goes, we could see some of the inflation reports that are coming out just one on Thursday for PCE and of course next month we’ll have the CPI, maybe the top line CPI number drops down, and the Federal Reserve starts to do a half a point, you know, increase instead of three quarters, which is kind of what the markets expecting right now. All of these are things that could get the market kind of going in the other direction. So we have to be careful to get too pessimistic or too optimistic here. We’re in this point in time where things are kind of, you know, battling it out to see where this is going to go as far as that goes. So that’s why we’re just kind of neutralizing some of the exposure to the stock market. And we’ll see you know how that goes and see how this plays out. But things can change quickly. So we’ll be watching for that. So, nonetheless, thank you for watching today. Look forward to seeing what’s going to happen 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.