Index Investing Show

Does this $405,000 Investment Plan Pass or Flunk? + 3 Symptoms of a Poorly Diversified Portfolio

April 10, 2015

In this episode, Host Ron DeLegge does a Portfolio Report Card for T.R. in Mansfield, TX. They are a married couple in their late 40s and they have their money invested in 26 mutual funds, 7 closed-end funds, and 2 ETFs. Want to have your investments analyzed & graded? Go to PortfolioReportCard.com to get started.

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