What is bucket investing, and how does it work?

Bucket investing is a strategy that divides your money into separate “buckets” for short-term, medium-term, and long‑term needs—so you always have safe funds for today while growth investments build for tomorrow. SmartInvestorModels.com provides suggested models that investors can assign to each bucket.

Who are the courses and resources designed for?

The educational material on this site is designed for investors of all experience levels. The concept of bucket investing is simple to understand, but the details and ability to follow through are where much of the confusion occurs.

How do I access the video courses, books, and subscription research services?

Video courses are found under the Courses tab on the header navigation menu. Books and subscription services may be found under the Products tab.

What types of subscription research and analytical services are offered?

SmartInvestorModels.com offers model portfolios for short-term, medium-term, and long‑term time horizons. There is also a market timing service for more active investors, reward-to-risk rankings for the most liquid bond ETFs, real yield curves, and spread over Treasury charts for active bond traders.

Are the strategies and tools personalized to individual investors?

No. They are general and educational, designed for all investors. We are not permitted to give investment advice tailored to individual or household situations. However, our case study reports (available in our book The Smart Investors Guide to Bucket Investing and PDFs) offer important insights for many hypothetical scenarios that investors can learn from.

Can I purchase books or other resources directly from the website?

Yes. Click on the links in the Products section of the website. For books, there are hyperlinks to Amazon.com

How do I know if SmartInvestorModels.com is right for me?

The answer to this question depends on each individual’s specific needs, experience, and risk tolerance levels. Our models and bucket approach aim to minimize risk as much as possible by dividing capital allocations into three major time frames and recommending suitable models for each.

If you have any further questions, please contact us and we’ll try to get back to you as soon as we can.