In this Portfolio Talk audio episode, host Ron DeLegge analyzes and grades a $381,000 investment portfolio for Z.K. in Minneapolis, MN. He’s a 55-year real estate broker and his money is divided across two traditional IRAs and one SEP IRA. Is his portfolio structurally sound or weak? Does he pass or fail? Find out.
Ron’s Top Investing Tools:
1. Portfolio Report Card https://tinyurl.com/yxwmgbum
2. Free ETF Guides https://tinyurl.com/y2gep5kj
3. Step-by-Step Guide for Protecting Your Assets https://tinyurl.com/yxm7aup7
4. Index Investing Show https://tinyurl.com/y3862uaa
5. Rescue Plan for Retirement Late Savers https://tinyurl.com/y55qqpth
6. Profit During Crashing Markets https://tinyurl.com/y29qydxz
7. Fixing Hidden Flaws Inside Your Retirement Account https://tinyurl.com/y4vu4dc7
8. Online Learning @ ETFguide https://tinyurl.com/y4k23br2
