If you own a portfolio of investments, this article is for you. It doesn’t matter if you’re new at investing or a veteran with years of experience. It also doesn’t matter whether you have a tax deferred retirement plan like an individual retirement account (IRA), a 401(k) plan, or a taxable portfolio.
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We live in a Golden Era of misaligned investment portfolios. These are rogue, poorly designed portfolios (401k, IRA, Roth IRA, UGMA, 529 plans, etc.) that are architecturally unsound. And for whatever reason, the people who own them are intent on self-destruction.
The Portfolio Report Card method I invented for analyzing and grading portfolios uncovers most of the investment problems that afflict people.
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