Portfolio Report Card: Here's A $236,000 Retirement Account Worthy Of Imitation

This video analyzes and grades a $236,000 retirement portfolio owned by W.H., a California couple in their mid-50's. What are the strengths and weaknesses? And how can they improve? W.H. plans to retire in 10-12 years, but they're unsure of unseen pitfalls that may be lurking. Are they on the right track?

They are do-it-yourself (DIY) investors and planning for retirement. Having a comfortable retirement is a priority. Does this portfolio pass or fail?

Using his signature Portfolio Report Card analysis, Ron DeLegge examines and grades W.H.'s retirement account in key areas like cost, risk, diversification, taxes, behavior, organization, and performance. As you'll see, there are many good things about this retirement portfolio that are worthy of imitation. There are also some weak spots that need improvement.


How did you like this article? Let us know so we can better customize your reading experience.


Leave a comment to automatically be entered into our contest to win a free Echo Show.