In this episode, Host Ron DeLegge does a Portfolio Report Card diagnosis for E.C. in Georgia. He and his wife have a $700,000 investment portfolio. Does it pass or fail? Ron tells you. Also, Ron shares tidbits from the just released June issue of ETFguide PREMIUM. To become a member go to ETFguide.com/newsletter Follow Ron on Twitter @ IndexShow (To save 10% on Ron's latest online bear market course use promo code IndexShow and go to: https://www.udemy.com/profit-during-crashing-markets-a-step-by-step-guide/?couponCode=IndexShow)
In this episode, Host Ron DeLegge explains the context and role of your non-core investment portfolio and the only types of assets it should ever hold. Also on the show: Ron teaches you who shareholders, what they do, and how they think. To get your free portfolio checklist just TEXT 33444 and TYPE "Portcheck." Follow Ron on Twitter @ IndexShow (To save 10% on Ron's latest online bear market course use promo code IndexShow and go to: https://www.udemy.com/profit-during-crashing-markets-a-step-by-step-guide/?couponCode=IndexShow)
Do you own mutual funds? If you have an IRA or 401(k) retirement plan, there's a good chance you do. And in this episode, Host Ron DeLegge talks with program guest Russel Kinnel @ Morningstar about how to predict mutual fund performance. Also on the show: Should you make investment decisions based upon market correlations? Finally: To get your free portfolio checklist just TEXT 33444 and TYPE "Portcheck." Follow Ron on Twitter @ IndexShow
In this episode, Host Ron DeLegge does a $1.56 million Portfolio Report Card for R.S., a married couple in Oklahoma. Does their investment portfolio pass or fail? He's 58, she's 56 and he works in the energy sector and is a few years away from retirement. Find out what kind of grade they get. Don't forget: To get your free portfolio checklist just TEXT 33444 and TYPE "Portcheck." Follow Ron on Twitter @ IndexShow
BREAKING: Financial literacy month has just been EXTENDED by Host Ron DeLegge. In this episode, Ron talks about the one document that ALL investors should absolutely have, how successful investing is counter intuitive + a timely interview about sector investing with guest Dan Dolan, Director of Wealth Management of the Select Sector SPDRs. To get your free portfolio checklist just TEXT 33444 and TYPE "Portcheck." Follow Ron on Twitter @ IndexShow
