Shelter-in-Place Stock Market Update 1.12.2021 – How investments run and then build a base.

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

Hello, everybody, welcome to Tuesday, the S&P 500 was up a grand total of .04% today. And it seemed like kind of a quiet day, but actually for the positions that we have in our portfolios, we had quite a few do quite well. The Clean Energy had a good day today kind of makes up for yesterday. And online retail did really, really well in innovative technology did well today also, so saw some good movement into some of the pieces that kind of underperformed yesterday, all of those pieces did fantastic last week, again, last week was probably the best week of my entire 35 year career. And so very happy with what happened there, if we can just kind of maintain those.

But I did want to kind of show something here, because I think it’s important to understand how these investments kind of run and then stop and build a base and such to so let me let me show share a little chart here with you that might help explain. Now, this is ARKG, which is the Genomics Revolution piece, we’ve talked about this in the past, this is the price in the last 12 months. And you can see what happens, you get these big run ups. And then you get this kind of sideways motion where it builds a little bit of a base, and then another run up another base or run up and a base run out base, et cetera. So right now we’re building a really big base a little bit, you know, up and down. But we had this big run before that. So that’s a normal part of the process. And so the reason I’m showing you this, because if you look at the Clean Energy components that we have in the portfolio, they’ve had this unbelievable run up.

Now, this was a whole lot of excitement about what happened in Georgia, with the democrats possibly being able to push some money out into clean energy projects. And but what you’re going to probably see, as you’ve seen here, again, run up, and then we have this kind of consolidation, and then eventually another run up, I would suspect here that you’re going to see this kind of settling in, because generally speaking, just kind of gets ahead of itself. And there’s just so much enthusiasm, and we’re seeing a little bit of a base being built right here in the last four trading days. So that’s not an unusual pattern. And I think that’s what’s going to happen here. works out great, it doesn’t mean that things are bad, or what have you, things are actually really good, you know, the money still seems to be going towards the areas that we’re interested in as a whole.

So let’s just kind of keep things going. So very good day today for us. And looking forward to some more good days coming up here. Again, you know, the the three pieces with the vaccine and pent up demand and the interest rates are all holding up pretty well. I think the thing we’re going to be talking about quite a bit here is the possibility of additional stimulus. And you know, whether they impeachment impacts that or you know, however these go down, I think that’s going to be the topical news that has the most impact on the stock market right at the moment will really be the factoring of the potential for another stimulus package.

So let’s watch for that. Nothing’s happening there right now. And that’s what they’re talking about. The impeachment might be kind of, you know, derailing some of the thought process. It’s part of that part of the way it goes. But it’s definitely watch for what’s happening there. And then, of course, how the vaccines going, the articles that I’m reading seems to be going pretty well. So far, at least in terms of the distribution, slow but getting there and picking up as we go. But in terms of you know, the wild side effects that might have happened, they seem to be you know, fairly rare. And that’s that’s a big one. So hopefully this, this continues and we can get back to normal and the market can kind of get going and really we can start to you know, do some things that we weren’t able to do for a while. So look forward to talking to you 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.