Shelter-in-Place Market Update 10.14.2020. Forward-looking technologies in the market.

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

Well, hello, everybody, welcome to Wednesday. I want to thank everybody that came to lunch with Tom today. Really good time. Really enjoyed it. Looking forward to the next few Wednesday’s here also, unfortunately, today, the S&P 500 was down almost .7%. I guess the good news for us is that most of our targeting indexes, and even some of our broad indexes did better than that. A few did worse, but most did better. And we even had some positives today, again, just like yesterday, clean energy indexes, the two that we have one was up 1.2%. The other one was up .8%. Really happy with that, as far as that goes, they continue, you know, to have their run.

The Smart Mobility index, which we haven’t talked about before, was up 1.1% today, which isn’t, you know, a huge run, but pretty good for a down day. And so Smart Mobility index is looking at autonomous vehicles and the technology that goes with that drones, drone technology, advanced transportation tracking, optimization systems for transportation. And so really fascinating area, big future there, State Street says that there is a $1 trillion marketplace there for this area. It’s a little ways off, but it’s already being used in delivering of medical supplies, delivering food, and even transporting people in some situations. So and of course, the software and semiconductors are one of the driving forces behind this. So they get kind of connected in to a very good theme for this particular piece of our portfolio. We haven’t had it long, we just bought it, you know, last Monday about a week and a half ago.

So but I also look for trend. You know, there’s lots of themes that are have great themes and nothing’s happening. They’re just sitting there, they’re underperforming. So I want to see some over performance over the last nine months. This particular index is up over 30% over the last nine months, according to Morningstar. And the S&P 500 index that we use was up a little bit over eight in that same timeframe. So that’s showing good relative strength versus the market, which I really like. And so obviously, there’s some interest in these particular companies. And this particular index was created very uniquely, there are a couple companies out there that are using artificial intelligence, and machine learning to go out and look at SEC reports and find these companies that are kind of connected together. And then they use those to create this index. And I keep seeing the companies that are using this methodology at the top of my list.

And so I’ve been doing more and more research there. And we own quite a few of these now. They seem to really be working quite well. So I’m excited about that. So that’s what’s happening today. Definitely stimulus package is bouncing around is making the market bounce around. We’ll have to see how that plays out. But I look forward to seeing what happens tomorrow, and we’ll talk to you then. 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.