In this episode, Host Ron DeLegge does a Portfolio Report Card on a 401(k) plan valued at $294,439 for 60-yr old KE from Austin, TX. She owns 9 mutual funds and has six more years to go before retirement. How does her portfolio do when it comes to cost, diversification, risk, taxes, and performance? 

Does your investment portfolio pass or fail? Go to PortfolioReportCard.com to find out.

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In this episode, Ron DeLegge does a Portfolio Report Card for ZK in Minneapolis, MN. He's a 55-year old single real estate broker and he has a $381,000 retirement plan spread across two traditional IRAs and one SEP IRA. His portfolio is managed by a financial advisor. Does he pass or fail? Find out.     

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

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In this episode, Ron DeLegge does a Portfolio Report Card for PLR in Medley, FL. They are married couple in an early 60s and they recently became suspicious of their financial advisor. They own 17 mutual funds and 7 ETFs held across two traditional IRAs, two Roth IRA, and a taxable brokerage account. Are they being ripped off by their advisor? What what kind of grade will PLR's retirement portfolio get? A, B, C, D, or F?    

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

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In this episode, Ron DeLegge does a Portfolio Report Card for BDD in Ft. Worth, TX. He’s a 55 year-old doctor and he wants to accumulate $3 million in 10 years. Can he do it? His current retirement plan is a 403(b) through the University of Texas and is valued at $503,929. He owns 10 mutual funds picked by a financial advisor he's hired. What what kind of grade will BDD's portfolio get? A, B, C, D, or F?    

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

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In this episode, Ron DeLegge does a Portfolio Report Card for GO in Swarthmore, PA. He’s a 66 years old, married and his wife is 57. His $818,000 nest egg consists of a taxable brokerage account, traditional and ROTH IRA, and a 401(k) plan. GO manages the money himself and he owns 9 ETFs, 8 mutual funds, and 2 individual stocks. What kind of grade will GO's portfolio get? A, B, C, D, or F?    

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

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In this episode, Ron DeLegge does a Portfolio Report Card for DC in Florida. He’s a 72 years old, married and retired. His $2 million nest egg is divided across a taxable brokerage account and a traditional IRA. DC manages the money himself and his overall asset mix is 49.68% to stocks, 31.93% to bonds, and 18.3% to cash. DC’s entire portfolio consists of 18 mutual funds, 10 individual stocks, 9 ETFs, and two closed-end funds (PTY and EXG). What kind of grade will DC's portfolio get? A, B, C, D, or F?    

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

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In this episode, Ron DeLegge does a Portfolio Report Card for PK in Rockville, MD. She's 38, works in the public relations field and has an $89,000 retirement plan divided across just three mutual funds. Is PK's investment plan on or off track? Does her plan get an A, B, C, D, or F? Host, Ron DeLegge analyzes and grades PK's investment portfolio to find out how she does. 

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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?     

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Ron DeLegge does a Portfolio Report Card for J.W. in Nashville, TN. Does his investment plan PASS or FAIL? Here’s some background on him: He’s 48 years old, he’s married, and he works in the healthcare field. His 403(b) plan is worth $204,899, it contains 18 mutual funds and he’s saving around $12,500 annually. Ron looks J.W.'s cost, risk, diversification, tax-efficiency, and performance. 

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

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