Portfolio Report Card: A Full Body Exam on a Doctor’s $503,000 Retirement Plan

Portfolio Report Card: A Full Body Exam on a Doctor’s $503,000 Retirement Plan

In this episode, Host, Ron DeLegge, Chief Portfolio Strategist @ ETFguide does a full-body examination on a doctor’s retirement portfolio and discovers significant health problems. The Portfolio Report Card is for BDD in Ft. Worth, TX. He’s a 55 year-old physician with a 403(b) retirement plan valued at just over $503,000 and he wants to have $3 million in 10 years. Find out if he’s on track. Does your portfolio pass or fail? Take Ron’s Portfolio Report Card challenge and if you score an “A” you win $100! Go to PortfolioReportCard.com

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2 comments on “Portfolio Report Card: A Full Body Exam on a Doctor’s $503,000 Retirement Plan
  1. Fred Spagat says:

    Nice presentation Ron..only way I can take advantage of ETFs is to go the route of RIA..and how are you?

  2. William R. says:

    I am ready for the report card analysis. You will get all my info quickly with no spin. I want the facts.

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