A $1 Million Portfolio Built Like a Rock
In this episode, Ron DeLegge does a Portfolio Report Card for R.T. in Northern, CA. He’s a 45 year-old married software executive with kids, a good salary and outstanding savings habits. Ron examines R.T.’s taxable investment account, an existing 401(k) plan, and a 401(k) rollover with a combined value of just over $1 million or $1,020,330.00. His money is invested across 22 mutual funds and he manages the investments without the assistance of a financial advisor. Does R.T.’s portfolio PASS or FAIL?