Shelter-in-Place Stock Market Update 1.7.2021 – Genomics, Innovative Tech, and Clean Energy have big days.

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 Thursday, I am really pleased to be wearing the green shirt today, the S&P 500 was up one and a half percent. But even better for us, the holdings that we have in our portfolios, for the most part did really, really well today, I would say that it is sort of like Wall Street has looked at what we have in our portfolios and decided to pour money in that direction.

I’ve never seen anything like this, this is my 35th year in the business. The four days that followed the election this year, were four of the best days I’ve ever seen. These are actually better than the last two days that we so far, that these numbers are incredible. I mean, for example, the Genomics piece that we have in our portfolio is up eight and a half percent today, the Innovative Technology is up 7.9%, the Clean Energy was up between 6.2 and 7% today. These are incredible numbers, they’re really hard to understand. I mean, again, to put into perspective, the S&P 500, over a long period of time has averaged 11% per year rate of return. And some of these holdings have done significantly more than that in the last two days. So we’ll see how this goes and see what happens.

I will tell you right now what is working is finding those areas that are moving really well right now getting in front of those areas, and staying there as long as they continue to move. And if they start to slow down, find the other place that where the money is going and where it’s starting to move. And that’s been it. It doesn’t always work. You know, it’s what they call Momentum Investing, things will change.

And they have over my 35 years, I’ve had to figure out all kinds of different ways to be an investor. This is what’s working right now. And it is really, really working right now. Very, very pleased. So look forward to see what’s going to happen tomorrow. Hopefully things can continue to roll. You know, but what I described, sort of at the end of last year, I did a couple of pieces of, hey, here’s what’s positive, here’s what’s possible in 2021, what seemed kind of fanciful at the time, we’re doing better than what I had actually sketched out at least so far. We’re only a few days in, we have a long ways to go.

Could be a horrible year for all we know, but I’m telling you, it’s starting off really, really well. And I’m excited about that. So hopefully, again, vaccine works, hopefully creates on you know, unleashes the demand that’s been sitting there waiting to go. And we still have zero interest rates, those pieces are there. Gotta keep focused on that vaccine. How’s it being rolled out? Is it working? You know what other dangers are there in that arena. But altogether right now, the market is very, very happy and we’re seeing just tons and tons of gains coming in again in especially in the areas that we’ve got. So look forward to talking to you tomorrow and let’s see if this can continue. Thank you.

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.