How Do You Feel About Volatility?

How Do You Feel About Volatility? by Kyle Coatsworth, Burgandy Asset Management

This is a critical question to answer when you sit down with your Investment Counsellor to construct an appropriate asset allocation for your portfolio.  It is also a timely question in the current capital market environment where stock prices have continued to be bid up, interest rates have been stagnant or lowered, and value has become increasingly hard to find.  There are, of course, other essential considerations – investment time horizon and annual spending requirements, to name a couple – but if we don’t properly assess your tolerance, significant market volatility can set the relationship – and your portfolio – off to a rocky start.

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