The Bucket Strategy for your Investments:
Bucket 1: Emergency Funds
Put some money aside in liquid funds, FDs, and debt funds that can be foreclosed without penalty. The aim is to ensure that the money is readily available when needed.
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#finance #personalgrowth #investments
Bucket 1: Emergency Funds
Put some money aside in liquid funds, FDs, and debt funds that can be foreclosed without penalty. The aim is to ensure that the money is readily available when needed.
.
#finance #personalgrowth #investments
Bucket 2: Short-term Goals
Your focus should be on protecting investments, not returns.
If you want to withdraw money in another 12-24 months, then don't invest in stocks or volatile funds;
look for short-term debt and dynamic bond funds.
Your focus should be on protecting investments, not returns.
If you want to withdraw money in another 12-24 months, then don't invest in stocks or volatile funds;
look for short-term debt and dynamic bond funds.
Bucket 3: Medium-term Goals
For goals coming your way in 3-4 years-
the best practice is to invest 20-25% in equities and 75% in debt instruments.
At this stage, never try to invest in high-risk assets
For goals coming your way in 3-4 years-
the best practice is to invest 20-25% in equities and 75% in debt instruments.
At this stage, never try to invest in high-risk assets
Bucket 4: Long-term Goals
Your long-term investments (needed after 5+ years) should be loaded with stocks and equity funds that can multifold your returns.
Your long-term investments (needed after 5+ years) should be loaded with stocks and equity funds that can multifold your returns.
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