In this episode, Ron DeLegge, Chief Portfolio Strategist @ ETFguide analyzes and grades a $823,708 family trust account owned by a polar opposite couple. Ron examines the portfolio’s diversification, risk, cost, tax-efficiency, and performance. Does it pass or flunk?
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
