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How Much Cash Do I Keep In My Investment Portfolio?

October 5, 2020

Interviews & Case Studies



I recently got a question asking how much cash I keep in my investment portfolio, so I figured I'd do a deep dive into my strategies around using cash to build wealth. 

Last year I published a video called “The 12 investments in my multi-million dollar portfolio”. Click here if you haven't seen it yet.

If you understand how my investing machine works, then dive into this video to see how I strategize the cash in my personal and investment portfolios. 

Here's what you're going to learn:

  • 0:00 What is your cash reserve strategy? 
  • 1:08 Why should you even keep cash at all?
  • 1:35 My 3 capital buckets for cash
  • 2:00 The 6 cash-like assets
  • 2:47 Why fiat currency loses value
  • 3:16 How to plan your personal cash strategy
  • 5:00 The main goal of investment cash
  • 5:47 My investment cash range
  • 6:39 The 3 places I hold my cash
  • 8:00 What % of your portfolio do you keep in cash?

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