Index Investing Show

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

May 14, 2015

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 to get your investments analyzed & graded and get paid $100 if you get an "A." neither hosts nor alters podcast files. All content © its respective owners.