Pre VS After Tax Asset Allocation

Today I am going to tie together some of the topics that we have covered recently. If you have not watched my videos on asset location or asset allocation you may want to check those out before watching this.

In brief, asset allocation is deciding which asset classes should make up your portfolio, and asset location is deciding which accounts those asset classes should be owned in. I often advocate maintaining the same asset allocation in all account types. If you choose, for example, to hold all of your bonds in your RRSP account, you are introducing an often overlooked side effect.

Welcome to my channel, I'm Ben Felix, Associate Portfolio Manager at PWL Capital.

Referenced in this video:
Portfolio Asset Allocation: Good, Better and Best Practices - https://www.pwlcapital.com/portfolio-asset-allocation-good-better-and-best-practices/
Asset Location: Promising Theories vs. Practical Applications - https://www.pwlcapital.com/asset-location-theories-vs-applications/

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