In this episode, host Ron DeLegge does a Portfolio Report Card on a $565,000 account for BA in Michigan. BA is a married couple in their 50s that submitted their portfolio for examination because they're concerned about the performance of their investments. Ron also shares tidbits from the just released Aug. ETF Strategy Newsletter. Follow us on Twitter @ IndexShow and go to PortfolioReportCard.com to get your portfolio graded. If you get an "A" grade Ron pays you $100.
In this episode, host Ron DeLegge tells a story about how one family's investment portfolio got CREAMED by investment cost. Ron gives you 2 questions to ask to help you determine what percentage of your portfolio should be allocated for your margin of safety. He also explains why bonds and gold aren't included in your margin. Follow us on Twitter @ IndexShow and go to PortfolioReportCard.com to get your portfolio graded. If you get an "A" grade Ron pays you $100.
In this episode, Host Ron DeLegge does a Portfolio Report Card on DC's $1.8 million investment portfolio. DC is a retired married couple in their 60s from Florida. Interview guest is Joe Witthohn, CFA from Emerald Asset Management. Ron also explains which ETFs will benefit if gold breaks below $1,000 per ounce. Does your portfolio pass or fail? Go to PortfolioReportCard.com to get your investments analyzed & graded by Ron and get paid $100 if you get an "A." Follow the show on Twitter @ IndexShow
In this episode, Host Ron DeLegge does a Portfolio Report Card on SMB's $1.2 million investment portfolio divided across 7 different accounts. SMB is a married couple in their early 50s from Houston, TX. Ron also answers the question: Does diversification make your portfolio worse? Does your portfolio pass or fail? Go to PortfolioReportCard.com to get your investments analyzed & graded by Ron and get paid $100 if you get an "A." Follow the show on Twitter @ IndexShow
In this episode, Host Ron DeLegge does a Portfolio Report Card on a $1.31 million portfolio for JPG a married couple in their late 60s living in Maryland. JPG has two traditional IRAs and a joint brokerage account. Also, Ron explains how to increase your odds of investing success. Does your portfolio pass or fail? Go to PortfolioReportCard.com to get your investments analyzed & graded by Ron and get paid $100 if you get an "A." Follow the show on Twitter @ IndexShow
