Shelter-in-Place Stock Market Update 2.12.2021 – What are the hot areas of the market right 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.

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Transcript

Well, hello, everybody, welcome to Friday, the S&P 500 was up almost a half a percent today. And it was really interesting day actually very light volume as you expect just before a three day break. But we had a really big run right at the end. And that’s a good sign. Sometimes that helps the next day. Unfortunately, since we have a three day weekend, probably people will forget about that by the time we get back to Tuesday, but I want to be able to answer a question that has been coming in, it’s just, you know, what’s really hot right now what’s really moving? And what have you. So let me share my screen, and I’ll show you you know, what I’ve come across.

Right, so this, this is my signal portfolio that I made this morning, I make this portfolio almost daily. And again, you know, I’m pulling all 2300 ETFs. And then I screen those for the pieces that I don’t want, I take out, you know, Bitcoin and cannabis and you know, et cetera, et cetera, I have some pieces that I don’t like, I take out very volatile pieces, like the VIX, and what have you. I then mash those together and put them into this signal portfolio.

So first of all, there’s a couple things that are unique that are happening right now, in the past, not that long ago, even just a few weeks ago, this portion here, the lighter blue, this green energy was the big dominant piece. And so still, they’re very strong. But what has happened is now we’ve seen technology, this brighter blue, start to become the big dominant portion. 3D printing, which we started to accumulate last week, really is the biggest piece in the methodology that I use to identify this signal portfolio. And it wasn’t that big was kind of down here. The last time we talked about this. So that’s working this block below okay, with this transformational data is actually the computing and what have you what they call blockchain, that’s behind Bitcoin is doing very well.

And if we look, you know, the next biggest piece here is this clean power with Kensho, CNRG, and then a couple of other clean energy, Invesco, clean green, first trust green. So these are, you know, our big movers, and then ARKQ, which is the autonomous and robotics and then the gig economy, which has actually been in there. So the things that I actually look at for this are some of those pieces that aren’t that big, we’ve already have positions and all of these places. So this gig economy is interesting. We just taken a position here, still relatively small, but that’s fascinating. But the one area that I’m watching maybe the most coming forward here is actually this yellow piece, which is the emerging markets, more and more, I’m starting to see emerging markets kind of peak up. Sometimes they fall down, and they disappear. But that’s where you start to see some of these emerging trends.

So I’d certainly make sure I had, you know, strong exposure to technology in general, and clean energy in general. And some of these individual pieces I think are important. The Ark funds are I think, very, very nice. That’s an Ark fund. That’s an Ark fund, and another Ark fund down here, etc. I think almost all of them are in here. Here’s the Genomics. Alright, still in there. That was a bigger piece. And so it slowed down a little bit, kind of what you’d expect. So altogether, you know, what we’re seeing right now is this kind of motion towards technology. And some of these areas have slowed down a bit, but still, you know, outperforming the market overall. But that’s the kind of hot areas right now. So I really am interested to see what’s going to happen next week. So I will make sure to be here and talk to you on Tuesday. 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.