In this episode, Ron DeLegge does a Portfolio Report Card for R.T. in Northern, CA. He’s a 45 year-old married software executive with kids, a good salary and outstanding savings habits. Ron examins R.T.’s taxable investment account, an existing 401(k) plan, and a 401(k) rollover with a combined value of just over $1 million or $1,020,330.00. His money is invested across 22 mutual funds and he manages the investments without the assistance of a financial advisor. Does R.T.'s portfolio PASS or FAIL?     

Get $100 if your Portfolio Report Card is an "A"

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