Shelter-in-Place Stock Market Update 3.10.2021 – I think value will continue to win over growth stocks.

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 up .6%. Today, and there are a couple of big things that happened that I think are important. First of all, the Treasury yields have really kind of solidified and they’re not jumping up as much as they were at around one and a half percent on a 10-year Treasury. That’s one of the best 10-year treasuries of any government around the world, especially for one with the stability and size of the US, you know, Japan, for example, their 10-year treasuries at .12%. And so about 40% of our treasury bonds are foreign owned.

And so when it gets to that level, it seems to be holding its own. And so people are buying and kind of keeping that yield from going up a lot. The market definitely likes that. We had the stimulus package passed the House today, I think this is going to be a big deal. I think ultimately, this is going to be a big boon to the economy, especially to the kind of the economically sensitive stocks that we’ve gotten invested in. And then for the last eight days now, and of those eight days, we’ve had two days where growth stocks did well, very, very well, last Monday and yesterday, but no follow through. In both times, there was nothing happening the next day, which to me shows that it was basically a short covering rally, some people come in to do some bargain shopping, and all of a sudden, all the people that have shorts have to buy back and it creates this bigger jump, but it doesn’t hold through to the next day. And six out of the last eight days value has won over growth, including today did really well. So we went ahead and got rid of our two inverse positions on the stock market side in our portfolio, we bought some other pieces, some pure value pieces, on the traditional models and some other ESG pieces on the ESG model.

So all of which did quite well today, in the end, even after we bought them, which is great, I’m happy to see that. And you know, I just think with the stimulus coming out. And all of you know the step stability that’s now happening within the Treasury market is time to let those go for the moment. And we’ll see what happens here. But things are looking very good. I think we’re on the right side, I’m really excited about owning stocks that are fairly inexpensive comparison to their, you know, earnings. I love clean energy, innovative technology, artificial intelligence, I love all of those things. I think they’re really fascinating. I think they’re the future. But last year, they got pushed up so high, you know that they’re selling at much higher, you know, multiples times their earnings.

And that was always a bit of a concern to me. And I’m really excited to get into these kind of value stocks, where they’re, you know, have a lot of room for growth, if the economy does continue to pick up if the virus continues to get, you know, under control, if the stimulus package comes out and all these other things that they’re doing, that should be very, very good for these, you know, types of stocks. They’re also less sensitive to these interest rate increases. They’re considered economically sensitive stocks. And so usually when the economy’s going up a lot, that’s what creates inflation, Will those these types of stocks generally like that scenario, so, you know, we’ll see how this plays out all together, but really excited about what happened today, and look forward to talking to you tomorrow. 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.