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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: anchak   😊 😞
Number: of 6243 
Subject: Re: NH NL rising
Date: 02/09/23 6:44 PM
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You actually have a COMPLETELY different problem.

Conservation of balance should be paramount really - but one cant dictate risk appetite for others.

FWIW ..... My daughter's is completely switched to safe since she's a freshman. While on the other hand we have a UTMA brokerage - and much better control over it. Which is what I used for BCC switching.

In your case I think you should cover for first year of Grad school expenses. Which gives you a 3+ year horizon.

The balance if you utilize to switch as Risk On/Off - provides you with a cushion as well opportunity for future returns.

Does that make sense?

best
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This community has written 6,227 posts about Mechanical Investing. The article-length ones it recommended most:
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