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.
How can you make sure your money lasts? Host, Ron DeLegge interviews Laurence B. Siegel about spending rules for retirees. Siegel is Director of Research at the CFA Institute Research Foundation in Charlottesville, VA. Also covered in this episode are investing strategies from the May 2015 issue of the ETFguide Profit Newsletter and how to implement your investment portfolio’s margin of safety. Follow us on Twitter @ IndexShow
In this episode, Host Ron DeLegge does a Portfolio Report Card for HB in Houston, TX. She's 49 yrs old and has a Roth IRA, Traditional IRA, and a taxable brokerage account valued at $420,000 retirement plan. Does she pass or fail? To get your investment portfolio analyzed & graded by Ron go to PortfolioReportCard.com Follow us on Twitter @IndexShow
