In this episode of Portfolio Makeover, Ron DeLegge @etfguide examines a $686k 401(k) retirement account for T.B. She’s single, 63-years old and from Tuscon, AZ.
She owns Fidelity index mutual funds inside a traditional 401(k) plan. Is she correctly positioned when it comes to risk, diversification and taxes? What are the strengths and weakness of her investment portfolio’s strategy? What can be improved?
Ron reveals all of the key details and the steps he would take to improve T.B. portfolio.
*DO YOU WANT A PORTFOLIO MAKEOVER?*
Get in touch with Ron at https://www.bit.ly/3YxMFkz
*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