Financial Matrix

1. Cash equivalents

1.1. Savings

1.2. Checking

1.3. Treasury bills

1.4. Certificate of deposit

2. Stocks

2.1. U.S. stocks

2.2. International equities

2.3. Preferreds

2.4. REITs

2.5. Alternatives →

2.6. Commodities

2.7. Digital assets

2.8. Derivatives

2.9. Viaticles

3. Reserve Currency

3.1. King Dollar

3.2. Euro

3.3. Yen

3.4. Pound

3.5. Others

4. Real Assets

4.1. Primary residence

4.2. Vehicles →

4.3. Recreation vehicles

4.4. Air planes

4.5. Boats

4.6. Residential property →

4.7. Vacation

4.8. Flippers

4.9. Non-residential →

4.10. Apartments

4.11. Buildings

4.12. Farmland

4.13. Business →

4.14. Actively managed

4.15. Nonactive interests

4.16. Private equity

4.17. Angel investing

4.18. Other real assets →

4.19. Gold

4.20. Silver

4.21. Art

4.22. Fine wine

4.23. Burial plots

4.24. Collectibles

4.25. Hedge funds

5. Bonds

5.1. Treasury

5.2. Agencies

5.3. Tax free munis

5.4. Corporate credit

5.5. Sovereign debt

5.6. Savings bonds

5.7. i-Bonds

5.8. UITs

6. Other income

6.1. Fixed annuities

6.2. Cash value whole life

6.3. Rentals

6.4. Loans

6.5. REITs