Ben Felix | Asset Location @BenFelixCSI | Uploaded August 2018 | Updated October 2024, 5 minutes ago.
See this 2019 paper on the same topic for my most recent views: pwlcapital.com/wp-content/uploads/2019/11/2019-11-14_PWL_WP_B-Felix_Optimal-Asset-Location.pdf

Tax planning is one way that investors can keep more of their returns. Asset location is a form of tax planning. Note that I am not talking about asset allocation, which is deciding how much of each asset class you should hold. Asset location is the practice of holding certain asset classes in certain account types. For example, holding bonds in the RRSP, and Canadian stocks in the taxable account to minimize the overall tax drag on returns.

I’m Ben Felix, Portfolio Manager at PWL Capital. In this episode of Common Sense Investing, I’m going to tell you why you shouldn’t get lost trying to locate your assets.

Referenced in this video:
After-Tax Returns – How to estimate the impact of taxes on ETF performance - pwlcapital.com/resources/after-tax-returns-how-to-estimate-the-impact-of-taxes-on-etf-performance/?ext=.pdf

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PWL Capital Blog Post: pwlcapital.com/asset-location-theories-vs-applications
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