Shelter-in-Place Stock Market Update 2.11.2021 – Investing in the 4th Industrial Revolution.

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, the S&P 500 was up .16%. Today, we did a little bit better than that as a whole, up about a quarter of a percent across the average account. So that kind of a quiet day altogether actually seems like the market is waiting for this stimulus bill to come through. So this might be a great chance for me to answer some questions that have been coming in, which is, you know, we talked about yesterday about how well, you know, we’re doing with the accounts. And you know, why are we doing so well, and what’s that process, and really, what’s happening is that we have a lot of investments targeted, you know, indexes in our portfolio, that are sitting in front of what they’re calling the fourth industrial revolution. So you know, the for the first Industrial Revolution, roughly 1760 was the start really was steam power, created the mechanization of power looms, and those types of things that the second industrial revolution, about 100 years later about 1970 electrification, and then that created assembly lines, the Third Industrial Revolution, again, about 100 years later, 1970. And that created, you know, the computers, digitization, automation and those types of things.

So, what’s happening from a standpoint of a catalyst to that, and this comes from a presentation that was made to me, by State Street, it’s very well done. And so they’re talking about artificial intelligence is one of the main catalyst hyperconnectivity, you know, the ability for us to all get on the internet and be able to, you know, connect to different information and connect to different people. So quickly, exponential power is another huge, you know, catalyst with quantum computing. And these other things that are coming down, of course, are robotics and artificial intelligence. As you know, sorry, robotics and automation are another area there, too.

One of the really interesting things to me about this is just coming from the World Economic Forum, they’re talking about sort of the fusing of physical, digital and biological worlds. And so that is wearable technology, implantable technology, you know, they’re helping some people to hear that can’t, those types of things, genetic engineering, and we spent some time talking about that, too. So that is sort of the forefront of what’s happening in this fourth industrial revolution, and what might come out of it. But there is some impact also. And I find this fascinating that according to this presentation, 32% of all US workers and 14% of all global workers will need to change occupations by 2030. So it’s very fascinating component of this. That’s where I think that has a political component in the sense that, you know, how maybe frustration comes? Or, you know, how do we retrain? How do we move? How do we create a flexible workforce. So that’ll be fascinating to see how that plays out.

But the categories that they’re talking about, in this fourth industrial revolution are very fascinating. So space, SpaceX, space exploration, robotics, clean energy, cybersecurity, smart borders, wearables, technology, drones, clean technology, virtual reality, smart buildings, autonomous vehicles, digital communities, enterprise collaboration, like Microsoft Teams, like we use, on demand economy, sustainable farming, genetic engineering, 3D printing, nanotechnology, smart factories, smart grids, electric vehicles, alternative financing, future payments, these are all areas if you listen, you know, that you’ve probably heard before, when I talked about some of our targeted index. Now, we don’t own them all. And there’s a reason why because there is, you have to understand kind of how these work, there’s a pattern, there’s sort of the beginning of these pieces are really often I remember what happened with solar power, for example, there was this huge run up and all of the company stocks. So this is taking, you know, the fourth industrial revolution and understanding how to invest in it. And that run up what’s happening when they really didn’t have much revenues, they didn’t have profits. But there was this expectation that the future was bright, which it was, but they got way ahead of themselves, and then they tend to come back down. And then eventually, and what we’re seeing now with clean energy is a much more mature, you know, run up with companies that have revenues and have you know, profits and those types of things.

Not in every case, but in general. And so, you know, you have to be able to understand, you know which categories are in that kind of height phase, you can still make money in those, you just have to understand what you’re doing there. And, you know, maybe allocate a little bit less to those categories and make sure you’ve got your stop losses in place. In those types of things, versus those industries that are in that more mature phase, they’re all part of this fourth industrial revolution. They’re not all on the same page. As far as that goes. Very fascinating area. It is really interesting to me. And you can see the money flow just continues to come. You know, sometimes it leaves for a while, but it has been moving in that direction. And I think a catalyst, ironically, has been the pandemic has pushed us into that, you know, fourth industrial revolution a little bit faster than we might have in the past. And so that is kind of what’s going on here. This could continue on for quite some time. We could have downturn, you know, we’ll have to see what happens. But altogether, that’s, you know, if you’re going to ask me, you know, how come we’re doing so well, is because we’re standing in front of the fourth industrial revolution. So look forward to seeing what’s going to happen tomorrow, and 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.