How Much Risk Can You Take in Your Portfolio?
By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE
In this Episode, James Parkyn & François Doyon La Rochelle discuss crucial components of investing: Risk Tolerance & Risk Capacity.
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Read The Script:
1) INTRODUCTION:
François Doyon La Rochelle:
You’re listening to Capital Topics, episode #84!
This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.
Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.
In today’s episode, we discuss crucial components of investing which are risk tolerance and risk capacity.
Enjoy!
2) HOW MUCH RISK CAN YOU TAKE IN YOUR PORTFOLIO:
François Doyon La Rochelle:
James, this is a topic we have wanted to tackle for a long time. We finally get to it as PWL Capital is launching its new Risk Profiling tool. Risk profiling is a key regulatory requirement to establish suitability for clients’ portfolios. I am sure our Listeners will find this topic very useful. It will help them consider how their portfolio is structured and whether they may need to make adjustments. Let’s get right into it.…Read More
Links:
- Episode 61: PWL's expected returns and review of Professor Scott Cederburg's research paper — Capital Topics By James Parkyn & François Doyon La Rochelle – PWL Capital
- Episode #79: Are your expectation of Market returns too high? — Capital Topics By James Parkyn & François Doyon La Rochelle – PWL Capital
- Model Portfolios | Parkyn-Doyon La Rochelle By Raymond Kerzérho – PWL Capital