Shelter-in-Place Market Update 10.26.2020. Downward movement then a bounce.

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

Hello, everybody, welcome to Monday. Well, unfortunately, today the S&P 500 was down almost 1.9%. The really good news about that today is that it went down farther, and then it rallied up at the end of the day. And even right at the end, it was going up pretty hard. And it bounced off of some really good support. Support held, buying came in. Excellent. And the other part that I think is really interesting is, you know, the virus count came up into record territory over the weekend, and that really hit a lot of different industries that are, you know, kind of waiting for something better to happen with the virus, airlines, you know, cruise lines, those types of things.

And, you know, for us, we don’t have a lot of exposure to those types of industries, we’ve purposely shrunk up some of the, you know, broad market pieces, so we don’t have as much, you know, exposure there. And then these targeted pieces, as I mentioned before, they’re actually doing better in a virus environment. And that’s why a lot of the targeted pieces did better than the S&P 500. Today, also. And then I think most importantly, and maybe some of the best news today is that the treasuries really responded. And so we have a lot of treasuries in our portfolio of all different maturities, short, intermediate, long, extra long, and the extra long duration was up 1.4%. Today, the long duration was up point 9% today, so really, really good. Those parachutes are working, and they’re still coming out when they need to.

And I’m very, very pleased with that, because we kind of hung in on those treasuries. They weren’t doing that well in kind of normal markets, but they’re doing well here. And that’s why we have them, in case things fall apart. And I also think that what’s happening right now is the markets giving up on the stimulus concept before the election. And I don’t think that’s a bad thing. Having this market settled back down, get down to the support level is going to create some buying opportunities for people and they’re going to come come in and do what we saw today at the end of the day. But I really feel like the stimulus is still going to happen. There’s most scenarios I can think of I think stimulus will happen either right after the election, or right after the inauguration, kind of depending on what happens on what the outcome is. And the market can wait for that it is a forward looking mechanism. It’s looking down the road. And if they know that stimulus is coming, you’ll see you know, the market hang in there for that.

So elections happening pretty soon, you know, we could have some issues dealing with the contested elections. We’ll have to see what happens there as far as that goes. But overall, I think what happened today is okay, I’m not worried about it. You know, we’ll keep your eyes on things and see where it goes. And so I want to thank everybody for watching and let’s see what happens tomorrow. You know, does the market carry through on that bounce had at the end of the day? How does this respond? 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.