Retirement Plan

Portfolio Report Card: A $569,742 Retirement Plan that Needs Work

In this episode, Ron DeLegge, Chief Portfolio Strategist @ ETFguide analyzes and grades a $569,742 retirement plan for MT in Cave Creek, AZ. Ron shares MT’s holdings, along with his portfolio’s diversification, risk, cost, tax-efficiency, and performance. Does MT’s investment portfolio pass or fail?

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