In this episode of Portfolio Makeover, Ron DeLegge @etfguide examines investments with a combined value of $113k for Fabian in Virginia.
Most of his money is riding on Tesla’s stock and his investments are spread across a Roth IRA, UGMA and taxable brokerage account. He’s mapped out his investment “wormhole” and he’s focused on reaching his financial goals.
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 key details and the steps he would take to improve Fabian’s portfolio.
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#Stockmarket #retirement #tesla
