The Index Investing Show

Portfolio Report Card: Dissecting a High Risk $1.4 Million Investment Account

In this episode, Ron DeLegge does a Portfolio Report Card for CGS in Lake Orion, MI, analyzing and grading their $1.4 million retirement account. The portfolio consists of 2 ETFs, 1 mutual fund, and 1 stock. Does it pass or fail? How does the portfolio grade on cost, risk, diversification, tax efficiency, and performance? Also covered is how to profit from the boom in cyber-security stocks and tidbits from the the March 2015 ETFguide Newsletter.

Get $100 if your Portfolio Report Card is an “A”

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