CASH (CASH)

Investor Insights
star iconJun 7, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

The reviews about the company CASH indicate a cautious yet strategic approach towards cash management amid fluctuating market conditions. Several experts express a tendency to increase cash positions in response to signs of market deterioration, such as narrowing breadth and a high Bear-o-meter reading. While a significant portion of portfolios remains invested, many strategists advocate for a balanced approach, holding around 20-25% cash to capitalize on future opportunities as market conditions change. The consensus suggests that cash offers flexibility, allowing investors to respond to market corrections effectively. Additionally, some experts highlight the importance of defensive positioning during historically slow market months, particularly in summer.

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Consensus
Cautious
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Valuation
Fair Value
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PAST TOP PICK
(A Top Pick Aug 22/11.) Her cash holdings now are much lower and are at about 10%.
TOP PICK
(Top Pick Apr 5/12, Flat) Sitting on the sidelines is your best bet right now. 20% decline in the general markets expected. Thinks could get cheaper so have some cash. For some it is 10-15%, for others it will be 30-40%. It will spike down quickly so you have to be ready.
TOP PICK
Investors should assume the fetal position ahead of any bad news out of Europe. Thinks the Europe thing is serious and thinks it gets worse. Expect markets will drop 30% or even higher.
TOP PICK
He always has enough cash that he can buy what he wants. This is a good time of year to harvest cash to deploy later in the year. After about Aug 15 he is looking to buy but it is normally later in the fall – Nov/Dec.
TOP PICK
(Top Pick May 18/11, Flat) He has 20% in his income portfolio and in his equity it is floes to 40%. Will deploy perhaps in September.
TOP PICK
(Top Pick May 31/11, Flat) He doesn’t buy stocks this time of year. Would like to sell even more stocks to raise even more cash.
TOP PICK
Context for today's Top Picks is basically short-term uncertainty. He has his clients at 20% to 40% in cash. If things start to work out as we get into the end of the year, the cash positions will come down.
TOP PICK
In his equity portfolios, he is about 60% invested with a large part of that being dividend bearers. On the income portfolios he has about 10% cash. Having a little bit of cash in a tough market gives you flexibility for any opportunity that comes along.
TOP PICK
Holding about 25%-30%. That is strategic as he is expecting a bit of a pullback. The guy who loses least in a bear market, is the winner.
TOP PICK
(Top Pick May 18/11) We were headed into a pretty rocky summer but now he is fully invested.
TOP PICK
He is holding 20% cash but he recommends clients have 25% to 35% cash and be ready to be a buyer in the fall when we get the shake up below 200 on the index.
PAST TOP PICK
Always has cash on the side, 30 to 40% of the portfolio. Invests in a very measured way, trying to capitalize on the panic of others.
TOP PICK
He is at 20-30% cash. When in doubt, stay out. Not seeing the value as when we were in the fall. If Asia really takes off, then he would re-commit.
PAST TOP PICK
(Top Pick Mar 25/11, Flat) Turned out to be right. His cash position is heading down and he is at 50%.
TOP PICK
Continues to see issues in the broad equity market.
Showing 271 to 285 of 492 entries