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cfd Investments, Inc.
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Investment Bucket Illustrator
Name
First
Last
Investable Assets
*
How Many Buckets?
2 Buckets
3 Buckets
Custom
Click here to use custom values.
Percentages
If you have selected the '2 bucket' option your values are: Conservative 20% and Growth 80%. If you've selected the '3 bucket' option your values are: Conservative 10%, Conversion 30%, and Growth 60%.
Hidden
Conservative %
Hidden
Growth %
Hidden
Conservative %
Hidden
Conversion %
Hidden
Growth %
Custom Percentages
Please enter a value below. If you see a negative number appear in the last field, adjust your entries until that number is either 0 or positive.
Custom Conservative %
Custom Growth %
Custom Conservative %
Custom Conversion %
Custom Growth %
Hidden
3 - CUSTOM RESULTS
Results
Conservative Result
This bucket is likely for conservative investing and for items such as emergencies, systematic income, immediate needs, etc.
Growth Result
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.
Conservative Result Notes
Growth Result Notes
Conservative Result
This bucket is likely for conservative investing and for items such as emergencies, systematic income, immediate needs, etc.
Conversion Result
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.
Growth Result
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.
Conservative Result Notes
Conversion Result Notes
Growth Result Notes
Custom Conservative Result
This bucket is likely for conservative investing and for items such as emergencies, systematic income, immediate needs, etc.
Custom Growth Result
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.
Custom Conservatice Result Notes
Custom Growth Result Notes
Custom Conservative Result
This bucket is likely for conservative investing and for items such as emergencies, systematic income, immediate needs, etc.
Custom Conversion Result
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.
Custom Growth Result
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.
Custom Conservative Result Notes
Custom Conversion Result Notes
Custom Growth Result Notes
Summary Notes
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