In this episode, Host Ron DeLegge does a Portfolio Report Card for T.R. in Mansfield, TX. They are a married couple in their late 40s and they have their money invested in 26 mutual funds, 7 closed-end funds, and 2 ETFs. Want to have your investments analyzed & graded? Go to PortfolioReportCard.com to get started.

In this episode, Host Ron DeLegge does a Portfolio Report Card for T.R. in Mansfield, TX. They are a married couple in their late 40s and they have their money invested in 26 mutual funds, 7 closed-end funds, and 2 ETFs. Want to have your investments analyzed &amp; graded? Go to PortfolioReportCard.com to get started.

Does this $405,000 Investment Plan Pass or Flunk? + 3 Symptoms of a Poorly Diversified Portfolio

The Index Investing Show with host Ron DeLegge, teaches you the birds and bees of successful investing. Listen, learn, and profit. Follow us on Twitter @ IndexShow

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Does this $405,000 Investment Plan Pass or Flunk? + 3 Symptoms of a Poorly Diversified Portfolio

Does this $405,000 Investment Plan Pass or Flunk? + 3 Symptoms of a Poorly Diversified Portfolio