CASH (CASH)

(A Top Pick April 5/13.)

(A Top Pick June 7/12.)

(A Top Pick May 23/12.) He was holding 20%-30% at that time but is now down to 5%-10%.

(Top Pick Feb 12/13, Flat) 20% makes sense. 30% of your oil-weighted portion of your portfolio should be in cash ready for the fall and into the new year.

(Top Pick May 17/12, Flat) Investors now believe that central bankers are dead serious about putting a floor under asset prices.

(Top Pick Apr 5/13, Flat) He is in 40% cash in his equity portfolio.

(Top Pick May 4/12, Flat)

43% of holdings are in cash.

(A Top Pick April 5/12.) Recommending that clients have 20% or more. Thinks the CSE (?) Index is going to go down from the mid-$200 to about $200. Oil/gas price of about $97.50 will face $20 or more downside between now and the summer driving season. There will be some great buying opportunities with some stocks going down 30%-40% if there is a break.

(Top Pick Feb28/12) He has put a lot of this cash into the markets.

It pays nothing so how about ETFs. CBO, for example. The risks aren’t zero. The risk is that money leaves bonds and goes to stocks. To be conservative, do bonds that are short duration. XTR has long bonds, REITs, high yield and it correlates more with equities and fixed income. More defensive.

(A Top Pick July 17/12.) Doesn’t have a lot of cash in his equity funds now.

(Top Pick Nov 29/11, Flat) Has significant cash weight now (30% in one fund).

Suggesting 30% so you can purchase these things as they pull back going through the fiscal cliff.

He is holding about 15%-20% of the portfolios in cash. There is enough uncertainty out there vis-à-vis the US election and the disposition of a fiscal cliff that he would like to have some buying power.