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Portfolio Exam: Dissecting a $230k Retirement Plan + Fed leaks and insider trading
In this episode (aired on 9/20/15) host Ron DeLegge does a Portfolio Report Card on a $230,000 SEP IRA and traditional IRA account for R.W. in Florida. He's 63-years old, his spouse is 57 and his account is self-managed. He contacted Ron @ PortfolioReportCard.com because he was concerned about the health of his investments. Also, in this episode: Insider trading and Fed leaks. Does your portfolio PASS or FAIL? Go to PortfolioReportCard.com to get graded. If you get an "A" grade Ron pays you $100. Follow us on Twitter @ IndexShow
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By Ronald DeLegge
5
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In this episode (aired on 9/20/15) host Ron DeLegge does a Portfolio Report Card on a $230,000 SEP IRA and traditional IRA account for R.W. in Florida. He's 63-years old, his spouse is 57 and his account is self-managed. He contacted Ron @ PortfolioReportCard.com because he was concerned about the health of his investments. Also, in this episode: Insider trading and Fed leaks. Does your portfolio PASS or FAIL? Go to PortfolioReportCard.com to get graded. If you get an "A" grade Ron pays you $100. Follow us on Twitter @ IndexShow