Index Investing Show

Portfolio Report Card on a $2.1 million account + Sector Investing Gets Thumbs Up

Aug. 20, 2015

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 to get graded. If you get an "A" grade Ron pays you $100. Follow us on Twitter @ IndexShow neither hosts nor alters podcast files. All content © its respective owners.