Shelter-in-Place Stock Market Update 2.8.2021 Why did 3D Printing, Clean Energy, and Genomics move today.

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

Everybody, welcome to Monday, unbelievable day today, especially for us. The S&P 500 was up .75%. And we had a really great day, let me show you some of the pieces here, just you can kind of understand what I’m talking about. This is a market that is behaving, as I had expected. Honestly, I felt that the start for 2021, you know, was one of the best layouts for the basics that we look at in terms of the market doing well, that I’ve seen really going back even 100 years.

So this is, again, the S&P 500 VOO. And again, this particular motion right here that’s happened is really important. We ended up you know, with this kind of GameStop downturn, and then we broken into new highs and bounced. So now we’ve got some new resistance below if we happen to fall back down, and no resistance above which, which is really great. So again, that’s up .75%.

But here’s the 3D printing, which we moved into on Friday, that was up 6.6% today, and this charts, bananas. And you know, so what’s happening, we’re seeing big moves in robotics, artificial intelligence, 3D printing, a lot of things that revolve around manufacturing. And so in my opinion, what companies are trying to do is keep their supply lines rolling, keep their, you know, manufacturing going, by reducing humans, you know, humans can catch the virus and machines can’t. And so making a more efficient use of this process. And so there’s been a big run on these types of stocks. And so, again, with this type of motion, we’ll probably see some consolidation in at some point in time.

But we do have Stop Losses in here, because of the craziness that’s going on here. But it’s still really fun to watch, you know, things work, the process of looking for momentum, and looking at the relative strength is really kind of paying off for us in these portfolios. And, you know, here’s Genomics, little different looking charts. So it had a big run up. And then it had this consolidation period, which I think is fantastic. Now, today, it was up, you know, a little over 3%, which is fantastic. It looks like it’s trying to move into a new high. And once it does, it’ll have all of this support below it.

So I do like these consolidation periods, especially after big run ups. Again, I wouldn’t be surprised to see that at some point here with 3D printing. And finally, we’re getting some motion out of some of these other ones. I mean, here’s one of our clean energy pieces, they all look very similar, actually the sideways motion, big run, and then consolidation period, and now maybe it moves into a new high creates this support below. I think that’s fantastic. Here’s Smart Mobility, had its consolidation period already broke out, and it’s moving into new highs, and again, has this great support below. So you know, we’re in here’s the, the ARKK, which is the innovative technology from Ark, again, consolidation period, breaking into new highs, just fantastic patterns, in my opinion for what’s going on here. You know, we’re in the middle of this fourth industrial revolution. And we’ve been pushed, interestingly enough, faster into this process by the virus. Manufacturers trying to move in a certain directions companies and office spaces and all the connections and that we’ve been pushed into the digital divide. Zoom, and, you know, innovative companies that are out there are really benefiting from this. And then, you know, that caused the interest rates to come down to zero, it caused people to save, you know, $1.5 trillion, more last year than average. And now we have a vaccine that looks like it’s coming out, you know, slowly but surely, and that might release that money.

At some point of time, I read an article that said, we were at $16.9 trillion of total money in the banking system, which is an amazing amount to have in there at basically zero. And so that’s going to be you know, something that I think continues to have a potential to fuel the market space. As far as that goes, we’re going to see, you know, companies that have been sort of conservative, are now coming off the sidelines with some of their capital expenditures. And again, that’s what I think we’re kind of seeing here in some of these robotics and 3D type stocks. So it really has the makings for something that’s unbelievable for 2021 it’ll probably get carried away usually does. That’s why we want to have Stop Losses. But as long as it’s going, you know, we should ride this thing and let it go as far as that goes. And really amazing, anything can happen. Lots of things can come in from the sidelines, but today, you know, our average account was up 1.36%. Looking at these pieces, you can see why the S&P was up .75, our average account is 65% stock. So anytime we can beat you know 100% stock index with just 65%, that’s a good day.

And so I feel really good about what’s happening. So far today was sort of a validation. It’s been a little bit slow for us for a couple weeks here. So this was a good breakout. So let’s see what happens and see if this continues, you know, just to keep pushing does seem like there’s some really excitement coming from the stimulus that’s coming out shortly. So let’s see what happens 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.