The Index Investing Show

Pass or Fail? Grading a $381,000 Retirement Plan for F.D. in Hartland, WI

In this episode, Ron DeLegge does a real-time Portfolio Report Card for F.D. in Hartland, WI. He’s a 55-year old commercial real estate broker and he wants to know if his current $381,000 advisor managed retirement plan is on track. Also discussed are 3 Timeless Investing Lessons for Nasdaq 5000. Does your investment portfolio pass or flunk? Find out at and Get $100 if your Portfolio Report Card scores “A”

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