Travis Hoium

But if you have 20%, 30% of your market cap in cash, and there are stocks that I have in my portfolio that are in that position, and you have a cash generating business,

You can start to do things like, well, use it as a safety blanket.

But you can also start to use that cash as a weapon to buy back stock and say, you know what, market, you're completely wrong.

And we're going to be the ones that are aggressive when everybody's in fear mode.

John, I just want to quickly ask how you think about cash in this moment.

Is that something that you are either moving to or do you just have it available if you're, you know, we do have a downturn, you want to be opportunistic?

Yeah, I think all of these things.

And the other thing I'm doing is I'm adding to my portfolio every single month.

So dollar cost average, whether you're at the highs or the lows, it kind of helps me sleep at night as well, knowing that I'm going to be buying every month.

When we come back, we are going to have John and Lou pick their final four.

You're listening to Motley Fool Money.

Welcome back to Motley Fool Money.

March Madness has begun.

So we thought we'd take our opportunity to turn that into a little bit of an investing game.

I want to give Lou and John 12 stocks, and I want them to pick a final four, and then ultimately the champion of these 12 stocks.

We'll kind of go with companies that are well-known or bigger in the market.

We have the full Meg 7, so Alphabet, Nvidia, Apple, Tesla, Microsoft Meta, and Amazon.

Then we've added Palantir Micron, one of the hottest stocks in the market today.

Disney, got to have something consumer.

It's a little bit of a recovery play.