Tue Aug 12 2025, by Tyler Gardner

LiquidityInvestment StrategyFinancial FlexibilityWealth ManagementPersonal Finance

Why You Need Liquidity in Your Portfolio

Here’s exactly why you need liquidity in your portfolio.

1. Dream Home Dilemma

That dream house you invested in during your 30s? It might feel like a financial prison in your 40s.

2. Challenges of Private Equity

Private equity might sound fun until you realize you can't access it until your knees give out. And even then, it's only for a one-hour window once a year. Oops, you missed it!

3. The Quick Changes in Life

Life changes quickly. Illiquid assets do not pivot; they trap you. I’m not saying not to invest in them, just limit it to what you don’t think you'll need for the next 10 to 20 years.

Conclusion

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