A $1.56 million Portfolio Report Card for R.S. in Oklahoma
In this episode, Host Ron DeLegge does a $1.56 million Portfolio Report Card for R.S., a married couple in Oklahoma. Does their investment portfolio pass or fail? He's 58, she's 56 and he works in the energy sector and is a few years away from retirement. Find out what kind of grade they get. Don't forget: To get your free portfolio checklist just TEXT 33444 and TYPE "Portcheck." Follow Ron on Twitter @ IndexShow
Financial Literacy Month has just been EXTENDED!
BREAKING: Financial literacy month has just been EXTENDED by Host Ron DeLegge. In this episode, Ron talks about the one document that ALL investors should absolutely have, how successful investing is counter intuitive + a timely interview about sector investing with guest Dan Dolan, Director of Wealth Management of the Select Sector SPDRs. To get your free portfolio checklist just TEXT 33444 and TYPE "Portcheck." Follow Ron on Twitter @ IndexShow
SunEdison's Crash and Burn Impact on Your Mutual Funds
In this episode, Host Ron DeLegge talks about the collateral damage on hedge funds and mutual fund shareholders from the spectacular SunEdison bankruptcy. If you own this stock or any of these funds PAY SPECIAL ATTENTION! Also on the show is a snapshot analysis of equal-weighted indexes and tidbits from the May ETFguide PREMIUM. TEXT 33444 and TYPE "Portcheck" to get your free portfolio checklist. Follow Ron on Twitter @ IndexShow
Portfolio Exam on a $1 Million Account + Viva Stocks from Latin America!
In this episode, Ron does a Portfolio Report Card on a $1 million investment account for M.R. in New York. Find out if his portfolio PASSES or FAILS. Latin American stocks are HOT and Ron shares the ETF tickers that are rising. Finally, Ron reads from Chapter 7 of his book "Gents with No Cents."
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Talking ETFs w/Eric Balchunas + Portfolio Exam on a $477,000 Account
In this episode, Host Ron DeLegge talks ETF investing with program guest Eric Balchunas, an ETF analyst @ Bloomberg and Author of a new book titled, "The Institutional ETF Toolbox." Also, Ron does a Portfolio Report Card for J.P. in Gulfport, MS. He has a $477,000 investment portfolio and is concerned about whether his portfolio is making financial progress. Follow Ron on Twitter @IndexShow
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