TD Ameritrade

Portfolio Report Card: A Smartly Built $1.2 Million Investment Account

1 Comment / Asset Allocation, diversification, Financial Planning, Fox Feed, Investor Behavior & Psychology, NASDAQ Feed, Partner Feeds, Portfolio Management, Portfolio Report Card, Retirement Planning, Yahoo Feed / By Ronald Delegge

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 …

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A $108k Portfolio That Needs an Overhaul

Asset Allocation, Fox Feed, Investor Behavior & Psychology, Mutual Funds, NASDAQ Feed, Partner Feeds, Portfolio Management, Retirement Planning, Small Cap Stocks, U.S. Stock Market, Yahoo Feed / By Ronald Delegge

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 …

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