5 years ago

A survival guide for investors with cash

By Diego Wuergler is Head of Investment Advisory at Julius Baer. Are you missing out? On average, cash represents 1/3 of the typical investor’s portfolio. It’s not too late to buy, and you should still buy at today’s level. Buying today is not difficult to do, but find out how you can avoid a few mistakes. Most of us trust what we are told. Since COVID-19, we have been constantly informed that we are in the worst crisis ever and that life will never be the same again. Studies have quantified the immense damage. On a daily basis, we are being confronted with stories of human tragedies.  It’s no wonder that so many investors are still loaded with cash today. A lot of it. On average, cash represents 1/3 of the typical investor’s portfolio. Ironically, the market has quickly dismissed this challenging news and recorded a tremendous rebound since the lows of September: +60% for the S&P500 and +55% for the MSCI World.  What should investors still sitting on cash (and having missed the boat) do today? Is it too late to buy?  No, it is not too late. In my view, you should still buy at today’s level. Or maybe […]