Post #230 by anchak on the Mechanical Investing board

Investment Strategies / Mechanical Investing

Unthreaded | Threaded | Whole Thread (6)

Post New | Post Reply | Report Post | Recommend It!

No. of Recommendations: 1

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

Post New | Post Reply | Report Post | Recommend It!

Print the post

Unthreaded | Threaded | Whole Thread (6)

Prev | Next

Announcements

Mechanical Investing FAQ

Contact Shrewd'm
Contact the developer of these message boards.

A community forum supporting civilized, and highly helpful, self-educating investors that come together for Shrewdness and merry spirits. These message boards closely follow the look and feel of the old message boards at boards.fool.com prior to the boards redirected to discussion.fool.com. Shrewd'm is not affiliated with the comprehensive and excellent investment website, The Motley Fool (TMF), in any way. The Shrewd commmunity here has owed, and continues to owe, gratitude to The Motley Fool for nurturing a culture of jovial irreverence towards Wall St, and that tradition will continue here.