Investment Bucket
Illustrator

This bucket is likely for conservative investing and for items such as emergencies, systematic income, immediate needs, etc.

This bucket is for long-term growth based on your investment comfort level. It will replenish the conversion bucket if using a 3 bucket approach only when necessary. This bucket could be made up of multiple strategies depending on asset level, needs, and investing comfort.

This bucket is likely for conservative investing and for items such as emergencies, systematic income, immediate needs, etc.

This bucket is to be perhaps fairly conservative to moderate in risk based on your investment comfort level and to replenish the conservative bucket when needed. This bucket could be made up of multiple strategies depending on asset level, needs, and investing comfort.

This bucket is for long-term growth based on your investment comfort level. It will replenish the conversion bucket if using a 3 bucket approach only when necessary. This bucket could be made up of multiple strategies depending on asset level, needs, and investing comfort.