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Retirement Capital Strategies' 2022 Q3 vs. Q4: A Look into Investments Changes

Ava Hoppe | 4 May, 2023

As a savvy investor, it is imperative to keep track of your portfolio's performance, check for risk tolerance, and strategic rebalancing decisions. Retirement Capital Strategies (RCS) is a financial institution that provides various retirement investment solutions. In this article, we'll take a look at RCS's Q3 2022 vs. Q4 2022 13F Holdings Comparison, analyze the changes, and determine their impact on the overall investment structure.

Vanguard ETFs Remain Strong

RCS's top ETFs for Q4 2022 remain Vanguard Index Funds, with VOO and VTI maintaining their positions as the most substantial holdings in the portfolio. VOO had a massive increase of more than twice the shares. Similarly, VTI experienced an even more significant surge by over 5500%, indicating confidence in the US equity markets.

New Additions to the Portfolio

RCS made some new additions to the portfolio as well. Key among them is ULST, which RCS added 62.7% more, indicating the increasing focus on fixed-income securities. Another important addition is SGOC, which, despite its small size, increased by a massive 1718.1%. In contrast, VUSB, a Vanguard Bond ETF, was entirely eliminated, and 100% of QSPT holdings were sold.

Technology Stocks Take a Hit

Some of the biggest losers in the Q4 2022 portfolio were tech stocks. For instance, Microsoft's number of shares was reduced by 27.8%, while Apple and Cadence Design Systems Inc. had 17.3% and 14.7% reductions, respectively. Even Tesla Inc, which had been a winner in previous quarters, experienced a 53.8% reduction in shares. This shift could be attributed to the recent trends and concerns regarding regulatory activities focused on these companies.

Other Significant Movements in the Portfolio

Apart from the above movements, RCS completely disposed of SH ETF stocks, recording a reduction of over 98%. GSST and BIL followed with a decrease of 100% and 98.1%, respectively. While this may indicate a lack of confidence, RCS might be pursuing other investment strategies. We may need to wait and see RCS's next quarter movement for better reasoning.

In conclusion, it is essential to note that RCS's investment choices are influenced by various factors. These include market trends, risk tolerance, individual strategies, and much more. As an investor, a sound strategy would be to keep up with the changes in the portfolio and consult with your financial advisor to decide the best course of action. Steady investment and strategic adjustments are essential for overall portfolio growth.

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