Portfolio Report Card: A $671,459 Retirement Plan with Taxing Problems
In this new and first episode of the Portfolio Report Card, Ron DeLegge, Founder at ETFguide analyzes and grades a $671,459 retirement portfolio for B.L. in Spokane, WA.
Many investors still don’t understand the difference between an architecturally sound investment portfolio versus one that’s not. And the Portfolio Report Card is designed to identify strengths and weaknesses in your portfolio’s design with the purpose of helping you to eliminate potential trouble spots.
Today’s Portfolio Report Card is for B.L. He is 56-years old, single and plans to retire in 10 years. Is he ready? His retirement money is split between a 401(k) plan and a rollover IRA that he’s self-managing. Does his portfolio pass or fail?
Using his signature Portfolio Report Card analysis, Ron DeLegge examines and grades B.L.’s retirement account in key areas like cost, risk, diversification, taxes and performance.
While there are many factors that influence the performance of your investments, none are more important than cost, risk, diversification and taxes. And these are the key factors used by Ron DeLegge’s Report Card analysis along with organization and behavior.
Ultimately, the Portfolio Report Card is designed to identify strengths and weaknesses in your portfolio’s design with the purpose of helping you to eliminate potential trouble spots. Moreover, the Report Card is an official diagnosis about the health of your overall investments.
What are your portfolio’s strengths and weaknesses? Find out. Get your portfolio analyzed and graded by Ron at PortfolioReportCard.com.