Trick question: What does the optimal investment portfolio look like? Do you know?
For example, is it the portfolio with the best performing 5-star rated fund managers of yesteryear? Is it the investment account that holds the hottest stocks (NasdaqGS:NFLX) or ETFs (NasdaqGM:IBB) of the moment? Is it the portfolio built with impressive risk-adjusted back-tested historical results?
…
My latest request for a Portfolio Report Card is from Andy in New Jersey. He was curious about whether his investment account was adequately diversified and if he is on the right track.
The portfolio I graded for Andy – a taxable TD Ameritrade account – was one of seven investment accounts he’s got scattered about at different brokerage firms.
…
Click the report icon to sign up and receive one FREE month of ETF Premium Membership.
Simply provide your email address and we'll give you One FREE Month of ETF Premium!
