I keep about 1–2 months’ cash in my brokerage account’s settlement fund. I also direct dividends to the settlement fund.
Once a month I transfer cash from my brokerage account to my checking account. Then, if necessary, I replenish the settlement fund by selling whatever is most above its target allocation in my brokerage account.
Once a month I transfer cash from my brokerage account to my checking account. Then, if necessary, I replenish the settlement fund by selling whatever is most above its target allocation in my brokerage account.
Statistics: Posted by Scorpion Stare — Mon May 06, 2024 9:26 pm — Replies 10 — Views 787