Portfolio Report Card: A $3.1 Million Portfolio with Over Half Invested in One Stock

In this episode of the Portfolio Report Card, Ron DeLegge, Founder @ETFguide examines and grades a $3.1 million portfolio owned by E.A., a couple in their 50s. Is this a well-built investment portfolio or not?

E.A. plans to retire in 5-7 years. But they’ve got over half their entire $3.1 nest egg banking on just one stock. Are they taking too much risk? They are do-it-yourself investors and dialing down risk is a top concern. Does this portfolio pass or fail?

Using his signature Portfolio Report Card analysis, Ron DeLegge examines and grades E.A.’s retirement account in key areas like cost, risk, diversification, taxes and performance.

What are your portfolio’s strengths and weaknesses? Find out. Get your portfolio analyzed and graded by Ron at PortfolioReportCard.com. https://tinyurl.com/yxwmgbum

FYI, the Margin of Safety worksheet and template Investment Policy Statements (IPS) mentioned in this episode are included in Ron’s online class, here’s the link: https://etfguide.teachable.com/p/build-grow-and-protect-your-money-a-step-by-step-guide

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