Not to be confused with asset allocation, asset location helps you to minimize tax drag on your DIY stock investment portfolio helping you to build wealth faster. Topics in this video are listed in the timestamps below. Thank you for watching the ads to help support my channel.

Subscribe for more videos on investing for financial independence right here in Canada!
Follow me on twitter @mrsinvest1

00:00 - 2:19 - Asset Allocation vs Location
2:20 - 3:12 How Important is it?
3:13 - 4:49 How to tell if an asset generates tax friendly income?
4:50-7:22 Rank order of investment income by tax burden
7:23 -7:42 Which assets to hold in which account?
7:43 - 9:42 RRSP (What to hold vs. avoid)
9:43- 12:39 TFSA (What to hold vs. avoid)
12:40- 14:03 Non Registered (What to hold vs. avoid)
14:04- 16:01 Summary of Asset Location

Please note: I am not giving you professional tax or investment advice. This video is just for your entertainment. Please remember that you are responsible for your own investments and if you have hesitation, consult a professional. Thank you, Mrs Invest.

свернуть