bucket strategy

The emerging approach uses a “Bucket Strategy”. Basically, Bucket #1 is Cash, Bucket #2 is Fixed Income, Bucket #3 is Income producing Equities, and Bucket #4 are capital gains focused Equities. On an annual basis, the income from Buckets #2 and #3 refresh Bucket #1, and we use Bucket #4 to capitalize on long term market gains.

This approach has been described in an article by Morningstar. We are modifying the approach slightly to include an additional bucket.

https://www.morningstar.com/articles/840177/the-bucket-approach-to-retirement-allocation

Leave a Comment