Shelter-in-Place Stock Market Update 12.14.2020 – Why having a well-rounded portfolio is important now.

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.

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Transcript

Well, hello, everybody, welcome to Monday. Today was a really interesting day actually all together, the S&P 500 ended up down a little bit more than .4%. But it was quite a wild ride today at the very open, it was up quite a bit. The first vaccines were given out and there was some excitement there that was followed up with some information about the proposed stimulus package getting a little bit closer, things are looking great.

Now all of a sudden, we start seeing kind of some drop downs. And really, if you go back and look that the Mayor of New York City came out and said that they were going to be looking at further lockdown features, and you can really tell where the stock market is located. When there’s bad news in New York City, sometimes that affects the market a few weeks ago, the market dropped a bit after the mayor announced that they’re going to be closing the school. So luckily, those things are super temporary. And they don’t really, you know, seem to have a big impact. But sort of, you know, the story of today was around the lockdowns in general.

So for example, United was down 3.4% you know, they need people out there to make money, and Amazon was up 1.3% today again, people staying home order more through Amazon. So that’s the story of what’s happening. Luckily for us today, almost every single one of our target indexes and individual stocks did better than the S&P 500 today, so you know, clean energies were up 1.3 and .8, our cybersecurity is up 1.1 are in online retail, up .7, et cetera. So, we have a portfolio that is very well adapted to any situation that can come so far. So for example, if they start talking about lockdowns, you know, we’ve got those pieces, we have online retail, we have those components that are doing, if they start talking about the vaccine, really working, you know, we’ll start to see those value stocks really start to come up. And we’ve got that now in the portfolio too.

So, you know, advanced healthcare, the technology, especially innovative type technology, online retail, and the, you know, clean energy and the value. So, you know, we’re rounding this out. And we’ve seen some pretty consistent returns come out of that. So very happy with that. I think things are still in play, you know, next year is about the vaccine that works, it releases the, you know, pent up demand, and you’ve got zero interest rates, possibly throughout the year, which really creates a scenario with a lot of money starts to come out. So you know, we’ll see how that plays out. But that’s, that’s a possible theme that we have to watch for. So today was interesting. I do think it kind of, you know, will be a bit of a temporary thing when we have these downturns right now. There’s a lot, a lot of money coming in off the sidelines that keeps pushing this thing forward. So let’s see what happens tomorrow. And then for the rest of this week, I’ll talk to you then. 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.