Portfolio Report Card: Examining a $751,000 Portfolio for S.C.

from The Index Investing Show · host Ron DeLegge

In this episode, host Ron DeLegge does a Portfolio Report Card on a $751,000 IRA and joint brokerage account for S.C., a couple living in Germany. He's 51, she's 47 and they are conservative investors. Ron analyzes and grades S.C.'s portfolio and reveals if their plan is on track. Also, Ron answers the question: Is it a good idea to buy multi-asset class funds near retirement? Go to PortfolioReportCard.com to get your investments analyzed & graded and get paid $100 if you get an "A."

Episode metadata supplied by the publisher feed · Published May 14, 2015

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Portfolio Report Card: Examining a $751,000 Portfolio for S.C.

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