Pass or Fail? Ron grades J.L.'s $1.1 million account + Social media stocks get clobbered
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."
Portfolio Report Card: Dissecting a $26.9 Million Investment Account
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.
Spending Rules for Retirees + Investing Tips from the May 2015 issue of ETFguide
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
Decluttering Your Investment Portfolio + Ron Grades a $420,000 Retirement Plan
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
Does this $405,000 Investment Plan Pass or Flunk? + 3 Symptoms of a Poorly Diversified Portfolio
In this episode, Host Ron DeLegge does a Portfolio Report Card for T.R. in Mansfield, TX. They are a married couple in their late 40s and they have their money invested in 26 mutual funds, 7 closed-end funds, and 2 ETFs. Want to have your investments analyzed & graded? Go to PortfolioReportCard.com to get started.