Shelter-in-Place Stock Market Update 2.4.2021 – Market hits an all time high!

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, really great day today, the S&P 500 was up almost 1.1%. Today, did great all day went up all day finished strong, all the things that we’d hoped for actually. And actually, most importantly, we hit an all-time high today, which I’ll show you, and I’ll show you why that’s important. So here is again, you know, Vanguard’s version of the S&P 500 that we’ve been looking at, here’s the downturn that we had last week, really, you know, for the whole week, we’ve made all of that back, and hit a new all-time high. And so what’s important now, you know, we’ve gotten through all of the resistance that we needed to get through. And this is actually a pretty short time period. It’s about a 5% drop, you know, this is a short time period between the two highs which are right here. So really important to have that happen.

One thing that did happen today is that clean energy as a whole kind of underperformed. So let me bring down a chart here. And we’ll, we’ll take a look at that real quickly. And I’ll show you what I’m seeing anyway, there. So we’ll start, I have six different clean energy pieces spread throughout all these portfolios. So it’s a different chart, here, we have a really a year by the week. So each one of these bars is a week. And you can see, you know, this is a CNRG, which is the SPDR Kensho, Clean Energy Clean Power, had a great run, obviously, you can see it’s kind of holding in here right now. Huge volume spike in this timeframe. So lots of shares are changing hands there, it’s building a fantastic base. But this is what I look at mostly, and this is the relative strength. And so this blue line, you know, above the red line means that it’s doing better than the S&P 500. And you can see, you know, up until about June, it was just kind of matching the S&P 500. And then it took off, mostly had to do with probably, you know, what was happening here politically, as far as that goes, but it had a fantastic run right in here. And so it’s just been kind of, you know, going slower.

Right now, I like this, I mentioned about four weeks ago, that I thought that this run that it had here, for example, is just too much. And really, it needed to sit and to build a base, before it could take off again, if it’s going to do so you can see that here, you know, we’ve got several different pieces, here’s the what I call ICLN, which is the iShares Global Clean Energy, again, you know, huge up week here, and now kind of altogether about four weeks of sideways, you can see here in the relative strength, that this is actually matching the S&P 500, which is great, even while it’s building a base, it’s still you know, floating upward some. So although today wasn’t, you know, a great day for clean energy, I still think it has some really good potential. It is what is being talked about just so much right now. And so we’ll see what happens, you know, at the moment is just building a base if it falls apart, you know, we’ll deal with that.

But I think it won’t, and you know, so hopefully that works. And we’ll you know, see it take off at some point here in the future and really help us as far as that goes. So, good day, really solid performance for the market. I think we can continue to kind of go forward. I do think that, you know, we have to watch for what happened with a GameStop type concept. I don’t think that’s gone at this point in time, unfortunately. But it’s probably mitigated a lot more than it was because now people know what’s coming. And so anyway, that’s that’s what’s happening right now. Very good day, and I look forward to talking to you tomorrow. 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.