Shelter-in-Place Stock Market Update 12.9.2020 – Value stocks move up in a down market.

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 Wednesday, the S&P 500 was down about .8%. Today, and really it can be attributed to what happened with the stimulus talks, you know, the two driving forces are going to make this market go up and down right now are the news about the vaccine, and the, you know, information that’s happening about the stimulus talks. So, you know, for a few days here, we’ve had some good news, you know, yesterday, they had the first vaccines given out in the UK, that the markets seem to really respond positively to that.

And then of course, today, you know, there’s some negative news about the stimulus. I’ve said before, that the stimulus is going to come out most likely when there’s enough pain for both parties to come together. And so we saw that back in March, that’s for sure came very quickly. But we’re not seeing as much pain for quite a while here. But now we are starting to see that, you know, of course, the virus cases are growing dramatically. And so you know, the unemployment situation, the small businesses situation, so, you know, the stimulus, it probably needs to come out for a lot of these different groups. And it does seem like they’re getting closer and closer, but, you know, hasn’t happened yet. And so the market has been factoring in, you know, a probability of stimulus coming. And so we’ve seen some run up there. And now, you know, that probability drops back a little bit with today’s news. And so we start to see some negatives.

I think one of the interesting things about today is that technology and the advanced health care and the Clean Energy all kind of wore down and underperformed the market, and the two pieces that were up our Large Cap, you know, Value was up .9%, or Small Cap Value is up .5%. That’s actually pretty unusual. Usually, the stimulus seems to be the thing that might help those types of companies. And today, it was up even on that bad news. And one of the few things that was up, so there is a rotation going on towards these value pieces, even in the face of some news, at least in the short term that could be detrimental. Let’s just quickly take a look at you know, the chart here. So you can kind of put this in perspective for today. You know, this is the S&P 500 through Vanguard’s index, you know, we had the big drop, and this is one of the greatest recoveries in the history of the stock market, right.

And we’re still on track. I mean, if you look, the 20-day moving average is up the 50-day moving average is up the 200-day moving average is up. And if I zoom in, so we can just kind of see a little bit more of what happened today. You know, we’ve had a pretty good run up here, based on you know, the stimulus, the good vaccine news. And you know, we had a drop off here, as far as that goes today, still well, within range, nothing to be to, you know, dramatically concerned about as far as that goes, the trend is still up. Generally, when the trend is up, and you see drops, like we had in October or September, back in June. You know, they don’t always disappear in a day. But what they do is create the situation where more buying comes in, sort of like things going on sale, and people that felt like they missed out, start jumping in, and that creates that next upward leg, the next momentum as far as that goes.

So we have had a phenomenal run since the end of October to now. So it’s very likely we start to see some, you know, pull backs, and we get that, you know, next leg up because of those pull backs. So I think things are fine right now. And I think you know, this is part of the normal process. And again, we’ll kind of see how things play out. But let’s look forward to see what’s going to happen tomorrow and for the rest of this week. I will 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.