In this episode, host Ron DeLegge talks about a real life SHOCKING example of how good investments don't always start out good. What are the multi-million dollar lessons? Listen and learn. Also, Ron shares tidbits from the June ETFguide.com Profit Strategy Newsletter and Income Mix Portfolio. Do you want Ron to analyze your investments? Go to PortfolioReportCard.com to get your investments analyzed & graded and get paid $100 if you get an "A."
In this episode, host Ron DeLegge talks with Dan Dolan @ SectorSPDR.com about energy and healthcare stocks, how to get more dividend income and other sector investing strategies. Also, Ron shares timeless investment wisdom from one of the world's greatest investors ever, Sir John Templeton. Do you want Ron to analyze your investments? Go to PortfolioReportCard.com to get your investments analyzed & graded and get paid $100 if you get an "A."
In this episode, host Ron DeLegge does a Portfolio Report Card on a $751,000 IRA and joint brokerage account for S.C., a couple living in Germany. He's 51, she's 47 and they are conservative investors. Ron analyzes and grades S.C.'s portfolio and reveals if their plan is on track. Also, Ron answers the question: Is it a good idea to buy multi-asset class funds near retirement? Go to PortfolioReportCard.com to get your investments analyzed & graded and get paid $100 if you get an "A."
In this episode, host Ron DeLegge does a Portfolio Report Card on a $1.1 million for J.L. in Connecticut. J.L. is a married couple in their mid-40s. Ron dissects their portfolio and reveals if their plan is on track. Also, social media stocks like Twitter, LinkedIn, and Yelp are getting crushed, what's next? Plus, Ron explains the proper way to judge investment performance. Go to PortfolioReportCard.com to get your investments analyzed & graded and get paid $100 if you get an "A."
In this episode, host Ron DeLegge does a Portfolio Report Card on a $26.9 million investment portfolio for 72-year old GG in California. GG bought Apple in 1991 at $1.5 per share! Altogether, GG owns 33 individual stocks and 1 ETF. Ron analyzes GG's entire portfolio and gives it a final grade of A, B, C, D, or F. Follow us on Twitter @ IndexShow and go to PortfolioReportCard.com to get your portfolio graded.
