I would worry less about “scalability” and more about losing the roof over your head.

Just when I cleared around $100K in assignments in about 7 months, I was hit by a drunk driver head on and became a left-knee amputee.

A few things did go over my head.

I'd talk to your broker on what it'll sell for after the fact and where the market is heading over the time you plan to own it. 

Still, my soft heart left my head feeling pretty rough, like a "failure".I don't think with your experience and 17(!)

Then reality hits and you find yourself in over your head.

The IRS has challenged simultaneous "drop and swaps," so allowing some time between these steps is advisable.You hit this right on the head with your answer with TIC.You could also potentially do a Exchange Post Distribution (Swap and Drop).

Looks like you're definitely headed in the right direction.

A quick non-political note on two topics I can’t seem to avoid: mass-deportation and tariffs.I am not concerned about the saber-rattling from the TV talking heads about “mass deportation” and “tariffs.”

My question was should I give her a heads-up?