Shelter-in-Place Stock Market Update 1.25.2021 – What caused the Stock Market to rollercoaster today?

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 Monday, the S&P 500 was up almost .4% today, but it was a pretty wild ride. Let me share my screen with you. And I can show you a little bit more detail. Right. So this is a chart, we haven’t really looked at that often. But what this shows is the VOO, which is the Vanguard’s version of the S&P 500. And then this every little bar on here is one minute. So this is, you know, basically a two day chart, you can see, you know, this gray area means after hours, so this thing’s still trading. But here today, right, we go up very nice, things are looking great. And all of a sudden, straight down. So they announced that the stimulus bill was going to be four to six weeks, I think the expectation was more for two weeks. So it adjusted.

Honestly, I don’t know that there’s that much difference between two weeks and four to six weeks, to the overall, you know, economy, definitely different for those people that need the money. But and that’s I think that’s why we saw this kind of recover. And a really, really great finish here, actually, which should bode well for tomorrow. As far as that goes. If we take a look, just you know, kind of another piece of this that I think is really important. This is the same security VOO, the S&P 500 through Vanguard. And here’s by the day for the last year. If I go in a little bit closer here, we can see, you know, today, this little tail is actually a really nice thing, it means that it pushed back up off of that low and closed up nicely. And so what happens here, if you look, this is the volume profile shows how many shares traded at each price, and look at where this thing went to it right here. So in terms of where the price is, right now, this is our closest level of high support, then so basically, what happens is that people that bought here, you know, when it went up, they came back in, in theory and purchased when it dropped, right. And but we have lots of other support areas under here, here. Here’s a huge one. And so this is important can be really important.

I do think it’s one of the more powerful pieces of what we’ve got right now is a great support level as far as that goes. So altogether, I think things are fine. You know, our portfolios didn’t do as well today, just because you know, we had clean energy kind of take a break. Apple did great. They’re supposed to announce earnings here coming up some expectations that it might be good earning. So we’ll see what happens. But oh, no problems that I can see with a little bit of today’s move. Just kind of interesting to see how much how much importance the stimulus has to the market right now. I think we’ll probably be talking about that some more over time here. So anyway, that’s what’s going on today. I 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.