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Portfolio Report Card on a $2.1 million account + Sector Investing Gets Thumbs Up
In this episode (aired on 8/16/15), host Ron DeLegge talks sector investing with Dan Dolan @ the Select Sector SPDRs. Ron also does a Portfolio Report Card on a $2.1 million account for SAB in Simi Valley, CA. This married couple is in their late 50s and their money is spread across (1) HSA account, (1) 401k, and (2) 403b retirement plans. Find out the strengths and weaknesses of SAB's portfolio. 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
44 ratings
In this episode (aired on 8/16/15), host Ron DeLegge talks sector investing with Dan Dolan @ the Select Sector SPDRs. Ron also does a Portfolio Report Card on a $2.1 million account for SAB in Simi Valley, CA. This married couple is in their late 50s and their money is spread across (1) HSA account, (1) 401k, and (2) 403b retirement plans. Find out the strengths and weaknesses of SAB's portfolio. 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