Portfolio Makeover: A $227k Retirement Account with No Cushion

In this episode of Portfolio Makeover, Ron DeLegge @etfguide examines a $277k SEP IRA account for R.P. He’s married, 59-years old and from Bend, OR.

He owns 2 value equity mutual funds and 1 high dividend ETF. Is he correctly positioned when it comes to risk, diversification and taxes? What are the strengths and weakness of his investment portfolio’s strategy? What can be improved?

Ron reveals all of the intimate details and the steps he would take to improve R.P. portfolio.

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*DO YOU WANT A PORTFOLIO MAKEOVER?*
Get in touch with Ron at https://www.bit.ly/3YxMFkz

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*YOUR RESOURCES FROM RON*
Margin of Safety tool: Join our waiting list https://www.bit.ly/3IuyQxX
Get feedback on your portfolio’s performance https://www.bit.ly/3jS4Cv4
Read Habits of the Investing Greats by Ron DeLegge https://tinyurl.com/3b3x4mdx

#Stockmarket #retirement #investing

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