Ron Analyzes & Grades a $503,000 Retirement Portfolio + Seasonal Snapshot of the S&P 500

Topics Covered:

1) Ron does a Portfolio Report Card on a $503,000 retirement account for BDD in Ft.Worth, TX. He’s a doctor and he wants to accumulate $3 million in 10 years. Does his portfolio pass or fail?

2) A seasonal snapshot of the S&P 500

3) What’s going on with your investment portfolio? Does it pass or fail? Go to and get paid $100 if you score “A.”

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