Asset Allocation Loss Ratio (AALR) – What Is It & How Does It Help You?

When you go to any investment firm in Canada, they require you to sign a risk tolerance questionnaire to prevent you from investing too aggressively.

However there are two important questions:

What prevents you from investing too conservatively?

Can you achieve your life goals with more conservative investments?

These are critical questions, since almost nobody can retire comfortably with a typical balanced portfolio with 40-50% in bonds.

This is where the AALR comes in. With any financial decision, it's important to…

The skinny

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