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The Retirement Manifesto - Bucket Strategy
Articles:
http://news.morningstar.com/articlenet/article.aspx?id=667224
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TRM Post: How To Build A Retirement Paycheck From Your Investments (Oct 2016)
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Bucket NumberDefinitionPurposeInvestments
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To avoid sequence risk (having
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to sell stocks in a downturn)Cash
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1. "Cash Bucket"1 - 3 years of cash equivalents.Money Market Funds
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To stabilize principal to meet Short Term bonds
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spending requirements.
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Bonds
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2. "Income Bucket"5-8 years of "Income & Stability".
High quality income production.
Longer term CD's
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REITs, MLP's, BDC's
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Stable dividend paying stocks
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Capture the real returns onlyStocks
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3. "Long Term Growth"
Long term investments > 10 yearsavailable through stocks,Junk Bonds
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while avoiding losses duringCommodities
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bear markets.
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