UTX - Equities Bucket Titled 'Bought Primarily For Capital Gains'

There is a popular investing plan called “Investment Buckets.” It is a retirement strategy where investments are segregated into three groups based on the time when the investor anticipates needing the asset for retirement expenses: Now, Soon, Future. I utilize a similar approach of asset allocation, but with a twist.

A twist on the retirement bucket strategy

Morningstar describes the bucket strategy as:

The bucket approach to retirement-portfolio management, pioneered by financial-planning guru Harold Evensky, aims to effectively help retirees create a paycheck from their investment assets. Whereas some retirees have stuck with an income-centric