Index Investing Show

Portfolio Analysis: A $243,000 SEP IRA Sunk by High Fees (Aired on 10/13/19)

Oct. 16, 2019

In this episode (aired on 10/13/19), host Ron DeLegge does a Portfolio Report Card on a $243,000 advisor managed SEP IRA for A.R. in Fountain Valley, CA. What are A.R.'s strengths and weaknesses? Does A.R.'s investment mix pass or fail? Also up: Ron does trivia from his new book HABITS OF THE INVESTING GREATS, win your signed copy! ETFs mentioned in this episode include ticker symbols SCHB, BND, NUGT, GLD, USCI, TECL and REET. Follow the show on Twitter @IndexShow and order Ron's new book at neither hosts nor alters podcast files. All content © its respective owners.