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.
Other Posts
- Analyzing Q3 2022 vs. Q4 2022 13F Fund Holdings: A Look at Real Estate Companies' Progression
- Private Ocean, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- The Shifting Tides of Capital Bank & Trust Co Holdings: A Look at Q2 2022 vs. Q3 2022
- Intersection Equities and Equity Resource Investments Secure Las Vegas Industrial Park for $25.5M
- Comparing Clear Perspective Advisors' Q3 and Q4 2021 13F Holdings: A Look at the Changes
- The Rise and Fall of AHL Partners: A Look at Their Q3 2017 vs. Q4 2017 13F Holdings
- Total Investment Management Inc: A Comparative Analysis of Q2 2023 and Q3 2023 13F Holdings
- Analyzing Lumina Fund Management LLC Q3 vs. Q4 2022 13F Holdings Comparison: Key Highlights and Notable Changes
- Centre Asset Management, LLC Q1 2023 vs. Q2 2023: A Major Shake-Up in Fund Holdings
- Optimum Investment Advisors Q4 2022 vs. Q1 2023 13F Holdings Comparison