Portfolio Report Card: A $823,708 Account Managed by Polar Opposites

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


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