How Much Cash Do I Keep In My Investment Portfolio?

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?

About the Author

Chris Dunn is the founder of Skill Incubator. He is an active investor and entrepreneur with the mission of helping people learn Skills to thrive in today's economy. Chris spends his time testing and building multiple streams of income and investing the profits. Read more here.