The Index Investing Show

Portfolio Report Card: Grading a $4.2m Investment Account for SWM in Illinois

In this episode, Ron DeLegge does a real-time Portfolio Report Card for SWM in Illinois. They’re a married couple with $4.2 million invested in 7 ETFs and 4 mutual funds spread across 2 IRAs and 2 trust accounts. Is their portfolio structurally sound or weak? Ron grades their portfolio in five key categories and gives them a final grade of A, B, C, D, or F. Does your investment portfolio pass or flunk? Find out at and Get $100 if your Portfolio Report Card scores “A”

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