GLOSSARY

Cash % of Portfolio

Portfolio Metrics

IN PLAIN ENGLISH

How much of your tracked money is sitting in cash rather than invested. High cash means dry powder; it also means money not earning dividends.

FULL DEFINITION

Recorded cash expressed as a share of total net worth tracked in the app.

EXAMPLE

Total Cash £2,000 and holdings worth £18,000. Cash % = 2,000 ÷ 20,000 × 100 = 10.0%.

HOW IT'S CALCULATED

Cash % = Total Cash ÷ (Total Cash + holdings value) × 100. Returns 0 when the combined total is zero.

Educational content only. It is not personal financial advice.