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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Similar
BND,ETF
TOP PICK
Their holding of cash went to 40% in April and is now at the 30% level. The market is still trending down and is below the 200 day moving average. Their cash holdings do not include GIC's because they want it readily available if change comes quickly. Their cash is in the form of high interest savings accounts, money market funds and just plain cash. They're not interested in making much money on cash holdings.
TOP PICK

It is an uncertain market and there is a risk of a hard landing so he has a substantial amount in cash. You can deploy it when it makes sense. It also gives flexibility. He holds some energy and defense contractors and is overweight in utilities and consumer staples.

COMMENT
He's raising a cash. The S&P hasn't fallen more than 6% in the past year, because the Fed keeps buying bonds which keeps pumping cash into the financial system, which in turn buys every dip. BUT this will stop on Q1. He loves this! It's opportunity. There'll be more volatility. He'll buy then. The US 10-year will surpass 2% because of economic activity and the end of the Fed's bond-buying. Be ready.
COMMENT
He's been holding 25% cash, more than normal, for a while. The market has been ignoring that the Fed will increase its tightening on monetary policy. He's looking to deploy his cash. You must be much more selective in buying stocks going forward. Some stocks under the radar have fallen 20% which is troubling. He's happy to pay up a little for a stock, though he hasn't bought in this rally.
PAST TOP PICK
(A Top Pick Apr 01/20, Up 0%) This was a cautious call. He deployed it starting at the end of August after tech tell away.
PAST TOP PICK
(A Top Pick Feb 21/20, Up 0%) Was defensive. Still sitting around 30% cash or cash equivalent, including gold and bitcoin. He keeps it around 30% when he rebalances for his equity income portfolio. He is fully invested in his other portfolios now though.
PAST TOP PICK
(A Top Pick May 07/20, Up 0%) Cash was strategic. Not a bad thing right now. The market's a little crazy. This is the time it starts to get a bit volatile. He has cash right now. Too risky to have big overweights in currency at this time.
DON'T BUY
Dip in the market coming? Accumulate cash? The market is trading at the same multiple as in February, which seems strange to him. Getting out of the market is difficult because the downdrafts are few and the updrafts can go on for a long time. Don't sell out.
TOP PICK
You need to keep some powder dry. This is a time, seasonally, to be more defensive over the summer. Look for opportunities as they develop. He just started this week. There is a possibility to go back down to the March lows.
PAST TOP PICK
(A Top Pick May 03/19, Up 0%) [Technical difficulties prevented the guest from speaking about this past pick]
TOP PICK
Given where the market is, having a little powder dry would be a good thing. He does not know when it will be put to work. Wait until the market can hold at 2.5 times book value. The gold sector is one that is booming right now.
TOP PICK
When he sold out of his bond ETFs, he put it into cash.
TOP PICK
When the panic started to move into Europe, they have revised their S&P target down to the 2000 level -- about 20% lower than today. Having cash will be important to give the option to go out and purchase companies with the right attributes.
TOP PICK
By this he means holding US dollars. A very low volatility way to add security to your portfolio.
TOP PICK
More buying opportunities are coming.
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