Shelter-in-Place Market Update 11.24.2020 – Value stocks make a move.

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 Tuesday, big day today for the S&P 500. Up a little bit over 1.6%. And the big news today for the stock market was really the nomination of Janet Yellen for Treasury Secretary, she used to be a Federal Reserve Chairman, who was very well liked in the market did quite well, while she was in charge. The current Federal Reserve Chairman is very well liked to the market has done pretty well, while he’s been in charge. And so the combination of those two is really important, you can make an argument that the Treasury Secretary and the Federal Reserve Chairman are more important than the president, in terms of how it impacts the market, the stock market itself.

So good news today for stock investors. And that’s why we saw some pretty strong markets. And I’ll show you just kind of quickly what’s happening here. In in, this is the S&P 500, as represented by Vanguard’s version, have looked at this before, here’s this range kind of broke out, broke out, fell back down that day broke out here fell back down, broke out, again, we keep breaking out, eventually going to you’re going to get some good movement there. So that was a big day today, you can see actually, that little bar right there is pretty strong.

The other thing I think’s important to talk about right now is just kind of what’s going on in this concept of kind of momentum versus value stocks. And so, you know, here’s an example. And I’ve shown you this before, but you can just still running. It’s crazy how long it’s doing. This is our Smart Mobility index. And so you can see, you know, these moving averages are all going up, the price is up and broke out in this range. So the S&P 500 is right here right now kind of waffling around in that range. Perhaps it takes off too little, we’ll see what happens there. But that’s a classic momentum motion. But what has happened is we’ve had quite a few of these kind of slow down because of the vaccines that are coming out. And there’s been a rotation towards those stocks that haven’t done as well. But we call Value Stocks. And so here’s our big winner today. This was at 4.4% today, and this is our Large Cap Value Index with a Small Cap Value Index was up 3.7% today, so really good numbers. You can see this is totally different looking chart, right it fell with the virus and then just didn’t come back at one run in June. But we broke out of that run today and really, really flying. So this is why you want to have these different pieces part is diversification.

So today, you know we made great money yesterday today, we wouldn’t have made as much without the value. And so now we’ve got some places that are capturing that money as it moves around. And I’m really happy with that. So let’s see what happens going forward. But a good day for us in our portfolios, and I 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.