Cash or stock? Ones devaluing, the others inflated.

Cash or stock? Ones devaluing, the others inflated.

Rental Property Investor · Houston, TX · Member since 2017 · 144 posts · 42 votes

Hey BP family,

I Live in Houston, have cash and multiple real estate investments. Im sitting on a 70/30 split of cash and stock.

Its bothering me that the value lf cash is declining, while stocks are going up based on Literally nothing. While only the most Aggressive think that real estate wont adjust downward 10 to 20% in the next year or so.

I feel its not fair... im getting pounded for holding cash but fearful to buy more stock.

Also, whats happening to the US dollar right now with endless printing?

Thoughts?

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Rental Property Investor · Member since 2018 · 40 posts · 17 votes
6y

Im in a similar boat and ponder the same questions everyday. Most economists I've read seem to think disinflation will come first and then some major inflation. Hard to find deals with all these major price increases. I'm seeing alot of houses going up expecting ridiculous prices...many of them actually selling at those prices. Part of me feels I should just settle to get my cash in an asset so it will adjust with the inflation. Tricky times... 

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  • Rental Property Investor · Erie, PA · Member since 2015 · 1k+ posts · 2k+ votes
    6y

    The downturn is inevitable is most markets. I'm waiting for better deals (though in my PA market there are still value-add deals) and once I sell my house in L.A. my antennas will be raised even higher. 

    Be patient and keep stacking cash. Know your buying parameters and long-term goals and don't attempt to time the bottom if a good deal is grinning you in the face. :-)

    Imagine the awesomeness of buying during the downturn, hyperinflation occurring and your mortgage being locked in. That's when we party!!!

  • Rental Property Investor · Member since 2018 · 40 posts · 17 votes
    6y

    Im in a similar boat and ponder the same questions everyday. Most economists I've read seem to think disinflation will come first and then some major inflation. Hard to find deals with all these major price increases. I'm seeing alot of houses going up expecting ridiculous prices...many of them actually selling at those prices. Part of me feels I should just settle to get my cash in an asset so it will adjust with the inflation. Tricky times... 

  • Investor · Tacoma, WA · Member since 2015 · 84 posts · 42 votes
    6y

    Stock isn’t a singular thing. 

    There are companies that are overvalued and some that are not just like there are properties listed for more than they’re worth. 

    When you think of your investment options with generalities you’re never going to find anything to invest in. 

    There are formulas and rules of thumb for both types of investing and neither involve speculating about what the market might or might not do. 

  • Rental Property Investor · Newport News, VA · Member since 2018 · 264 posts · 130 votes
    6y

    Find a value-add apartment syndication to invest into. Apartment buildings that force appreciation are a much better bet in any market cycle. I feel your frustration with the stock market. Single family homes/small multifamily (4 units or less) and the stock market are based on the most illogical substance on the planet: emotion.

    Best,

  • Investor · Fayetteville, NC · Member since 2018 · 263 posts · 216 votes
    6y

    There is much more to invest in than stocks. Yes, during a recession many stocks will go down in value but other investments may increase as investors shift their investments to other things (bonds, precious medals, real estate, etc.). Bottomline, in even the most brutal of recessions (2008 for example) there is always something to invest in to increase wealth.

  • Rental Property Investor · Durham, NC · Member since 2016 · 7k+ posts · 7k+ votes
    6y

    @Michael B. 4 months ago I said real estate would decrease. I believe that is a mistake. Real estate won’t decrease at all.

    You should buy stock of some kind. The market will not overly correct again anytime soon, that ship has sailed. Within 6 months we have a vaccine and then it’ll explode. Might as well get in now and ride the wave

  • Investor · Phoenix, AZ · Member since 2015 · 346 posts · 170 votes
    6y

    @Michael B.

    Cash is not longer king like Ray Dalio says, I agree with him. If you want to buy stock buy into the diversification and risk-parity like he estates. Warren buffet is already buying stocks so that should tel you something. Ray Dalio says that in the next 1-2 years something will happen may be bad may be good.

    Diversify as much as you can and hold minimum cash.

  • Investor · Round Rock, TX · Member since 2010 · 8k+ posts · 4k+ votes
    6y

    Taxes are grand ain't they?!

    There isn't much you can do about the government spending money like a drunken sailor and wreaking havoc with poor policy.  The Fed is much maligned, but what are they to do with our terrible fiscal policy other than to tax through inflation?  

    The best you can probably hope for is to find a diversified set of investments that will outpace inflation or to settle on some real assets you think will do favorably according to your crystal ball.  Making your balance sheet look a lot like the government's would also allow you to "benefit" from the inflation tax and tax on inflation tax in some small measure.  

    Best of luck.  When you figure out how to beat those who issue the currency long-term please do share whatever you find with the rest of us.  

  • Member since 2020 · 437 posts · 675 votes
    6y

    @Michael B.

    I think you need to dig deeper into your stock market. To say they are going up “for nothing” will be a false statement to put it mildly.

    The Fed has pumped in 4x the liquidity in the market compared to the Great Recession and when it comes to stocks there are winners and losers based on the trends emanating from Covid-19.

    Tech, digital names are flying off the shelf. They have fundamentals to justify the valuations although they are getting stretched a bit. But even within tech under-performers like Intel are being punished.

    Then we have travel, entertainment, dining, theme parks, oil stocks, industrials, airlines and banks down 30 - 40% on average and they are also down based on fundamentals emanating from Covid-19. There is money to be made here. Volatility is interesting to trade and there are plenty “rebound” stocks of if you are a long term investor.

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