In this episode, Ron DeLegge, Chief Portfolio Strategist @ ETFguide analyzes and grades a $200,598 403(b) retirement plan for JW in Nashville, TN. Ron shares JW’s holdings, along with his portfolio’s diversification, risk, cost, tax-efficiency, and performance. Find out why he almost flunks.
Take Ron’s Portfolio Report Card challenge and if you score an “A” you win $100! Go to https://www.etfguide.com/portfolio-report-card