Using Cash in a Portfolio

January 17, 2017

We are pleased to present the latest edition of CashMonitor. This piece is a handy guide for those seeking details on the yields available from a variety of short term savings vehicles.

Cash is often a disregarded portion of a portfolio. It is commonly seen as a placeholder – something that’s held as one transitions from one asset class to another. What seems to be forgotten is that cash itself is an asset class too (let’s call it very short duration fixed income), and not giving cash its due could mean leaving dollars on the table. We believe it is important to apply some strategic thinking when it comes to a portfolio’s cash allocation. REPORT INCLUDED

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