What’s a Good Strategy for Investing in Cryptocurrency?

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.

Transcript:

Easan Arulanantham:

I want to add some Cryptocurrency each of my portfolio, should I be looking to pick individual coins that I think will be winners? Or should I try and buy a basket of coins? And if I get a basket, how many coins should I get? And then how should I, you know, weigh each coin? Should I be having an equal? Or should I do differently?

Tom Vaughan:


Yeah, so this is kind of interesting, because I’m not an expert at Cryptocurrency per se, but I relate it to the way that these indexes are set up, if I was going to go out and do Cryptocurrency, I would do it very similar to these market weighted indexes. So if you went to coin base, it gives you access to you know, quite a few different currencies, I mean, sorry, cryptocurrencies. And you can calculate kind of what the market cap is, you know, how many of those coins are available, essentially, versus the value of that coin right, now, figure out the market cap. So, I might take 510 15, or 20 of those top ones in terms of market cap. And that number would depend on how much you know, I have to invest, right, so, if I didn’t have much, I’d probably stick with five. And if I was missing a lot, and probably go closer to 20. And I take those top five to 20 cryptocurrencies by market weight, and I’d create my own little index, and I buy on the same percentages. So if one of them, the biggest one was, you know, 7% of the 20, I was going to buy by seven of that, and six of the next ones and for the next one, etc. And that’s how market cap weighted indexes work. And the thought process, actually, this is one of the Vanguard’s advocation is that the market is already voting on what they see as the best. And so whatever is the highest market capitalization is it’s getting the most votes from the market, right. And it doesn’t mean that there won’t be another one that comes up and supplants it at some point in time. But that’s why you would maybe adjust that index, based on you know, what, what, you adjust your holdings based on what’s happening with that market capitalization, you know, maybe once a year, once a quarter, or something like that, depending on how active you want to be.

So think beyond that, once I’ve created my little index, I might go, if I had something beyond that, that wasn’t in the top 20. I call that the targeted index, I might go out and buy one or two or three of those little alt coins that I think just have great potential, I’d keep my bet smaller in that area, I probably do it very much like I do, my current portfolio was 75% in that index based thing that I just created. And then the other, you know, 25% might be in these little alt coins or something like that, that I happen to think because there’s bound to be something outside of that top 20 list that you you’re excited about for some reason. And so I probably would keep some, you know, fairly tight reins on things, but that’s difficult to do, because they do move so much, probably just means keeping the dollar amount smaller. Because it actually for most things, if they really, really work, you don’t need a lot of money. I have a client that bought $14,000 worth of Apple back in 96, when it looked like it was falling apart. It’s worth over 3 million now. So it doesn’t take a lot of money sometimes to make a lot of money, if it’s going to work.

Easan Arulanantham:


Yeah, and we’ve touched on this concept too, with like, when we talk about mega trends, how we don’t we can’t really pick the initial stock winners out there, like our you know, when Amazon came out of like the.com, boom, we can’t pick the next Amazon. But if we buy everything or big portion of it, we still have that like chance that will still go up with that boom, but maybe not as much as picking window a winner.

Tom Vaughan:


Yeah, I remember seeing a story where they said, Okay, the.com retail stocks, the number one stock back in mid 90s, what have you was called E toys. And so if you bought e toys, it actually went out of business. And so if you just if you bought Amazon, you would have done spectacular, but if you just bought all of them. And so that’s what creating this index would be. You still did really, really well all together. And so I think especially in these really volatile type things, I would be looking at that kind of diversified. I don’t know that there’s any indexes available of cryptocurrencies I’d be making my own as far as that goes, but that that it’s exactly right, because I don’t know for sure which one’s going to go up or which one’s going to do poorly for that matter. And so having that kind of diversified approach to it instead of chasing my tail now, if you do get the right one, right, that’s the best thing you can really win if you happen to pick the right one. But that’s just you No, I happen to win the lottery I can be quite wealthy also. So I’d like to diversify that risk out and maybe play on the margins trying to guess which one’s going to be the right one. I like both. I like that kind of buy and hold index combined with that kind of targeted, slightly skewed, you know, concept of trying to figure out where things might be going. Ville that kind of bridges both types of investing.

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.