Shelter-in-Place Stock Market Update 3.18.2021 – A good chance to buy value stocks and short bonds.

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 Thursday, it was a Red Shirt Day today, the S&P 500 was down 1.5%. And the main cause of today’s downfall was that the interest rates on bonds and specifically treasuries, I follow the 10 year Treasury most went up fairly substantially the 10 year Treasury went up from about 1.61 to 1.74, at the high, which I know doesn’t sound like a lot, but in the world of increasing yields, that’s actually a pretty big deal. And this is a result of what happened yesterday, where the Federal Reserve, you know, said, Hey, we’re not going to raise rates, we’re not expecting to do that until 2023, we’re going to continue to buy bonds until the foreseeable future, our objective is to let inflation and the economy be hot, because we think it’s temporary, until all of these things work their way through, you know, the stimulus combined with all this money people saved last year, combined with the fact that all these companies have cut back on their supply, you’ll get a situation, at least for some of these companies, in some of these industries, where you get possibly higher prices, we’re already seeing it worse, you know, semiconductors are having a shortage.

And so we’re seeing higher prices and make into lumber is having a shortage, because people are building houses so much. And so now we’re seeing, you know, an increase in price and lumber. And that’s what they’re seeing. And so I guess the only fear that the market really has is that is the Federal Reserve under estimating the amount of inflation that might happen, and that they actually would have to increase rates are cut back on bond buying sooner than expected. And, of course, that would mean the market has to readjust to those, you know, parameters. So, personally, looking at this, I think that this is an opportunity, I think there’s some money to be made here, I think you have to be very careful with your bonds. Bonds are going to have a really tough time here for quite a while, I mean, six to 12 months would be easy. And so you know, we have two parts of our bond portfolio that go up in the bond market goes down, they went up today, that was really, really good. The other three parts that we had went down, but they went down less than the market because they’re all short term bonds. So that’s important. And then your stock portion of portfolio should be geared towards value in my opinion, and specifically geared towards things that are going to make more money as the economy open.

So for example, energy dropped today quite a bit, we have a couple pieces of that in our in our portfolio, clean energy dropped even more actually across the board. Now they’re going to be need for more energy as people get back out, right, there’s gonna be more people flying. So even more people driving and what have you. And really, what’s happened is energy’s kind of run up quite a bit. And I think this is just kind of a settling. So I think that will work out okay, also, but value is going out to growth in this environment. We saw that today, the NASDAQ had its worst day of the year was down 3%. That’s where a lot of the growth stocks are. So I would definitely be skewed towards the value side. And make sure you know, you take care of the bond pieces of the portfolio also.

So, you know, we’re in the right spot, I think that we’ll start to see some things work here. I think there’s some opportunity. Hot economy means companies are making more money means that they’re hiring more people means that those people have more money to spend. And ultimately, it means more earnings. And earnings ultimately means a higher stock market. And so I think that’s going to happen. Now I’ve mentioned last week that the transition from being under the pandemic, you know, lockdowns to being completely open, which is we’re heading into. First of all, we’ve never seen this before. So all the money managers are running around trying to figure out what’s going on also. But secondly, we’re probably going to see a lot of rockiness in there. And that’s exactly what we’re seeing today, just, you know, lots of the markets just all over the place as it tries to figure out what this means. And how this is going to work. You combine this with the fact that the Fed is doing something they haven’t normally done. And they got a lot of people like me that have been you know, this is my 35th year of watching money. You know, it’s kind of confusing. And so that’s why you’re seeing these markets kind of tumble around. But in the end, higher earnings will equal higher stock market. And I think, you know, as long as you can survive the bond portion of the portfolio, is this going to be okay, this is this is actually probably more of an opportunity than it is anything else to make some money. So, let’s see what happens tomorrow. I look forward to talking to you then. 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.