TSOH Investment Research

TSOH Investment Research

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TSOH Investment Research
"Mo' Money, Mo' Problems"
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"Mo' Money, Mo' Problems"

Large cash inflows and portfolio construction

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TSOH Investment Research
Aug 23, 2021
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TSOH Investment Research
"Mo' Money, Mo' Problems"
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I’m facing an important portfolio decision: in July, the 401(k) that I had accumulated over the course of 5+ years at my former employer was rolled into my IRA. Overnight, the mid-single digit cash balance that I recently disclosed to subscribers (Q2 2021 Update) ballooned to more than 40% of my investable assets (the 401(k) account was fully invested i…

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