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Portfolio Talk

Portfolio Talk

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Welcome to Portfolio Talk, an entertaining and insightful hour about the health of your investment portfolio. In every episode you’ll meet real life people just like you and find out how they’re saving and investing their money. Host, Ron DeLegge dissects and grades listener portfolios using a simple grading scale of A, B, C, D, and F. Does your portfolio pass or fail? Find out right here and at PortfolioReportCard.com.

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In this episode, Ron DeLegge does a Portfolio Report Card for GO in Swarthmore, PA. He's a 66 years old, married and his wife is 57. His $818,000 nest egg consists of a taxable brokerage account, traditional and ROTH IRA, and a 401(k) plan. GO manages the money himself and he owns 9 ETFs, 8 mutual funds, and 2 individual stocks. What kind of grade will GO's portfolio get? A, B, C, D, or F? Get $100 if your Portfolio Report Card is an "A" Follow us on Twitter @PTalkRadio
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In this episode, Host Ron DeLegge does a Portfolio Report Card on a 401(k) plan valued at $294,439 for 60-yr old KE from Austin, TX. She owns 9 mutual funds and has six more years to go before retirement. How does her portfolio... more
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In this episode, Ron DeLegge does a Portfolio Report Card for ZK in Minneapolis, MN. He's a 55-year old single real estate broker and he has a $381,000 retirement plan spread across two traditional IRAs and one SEP IRA. His... more
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In this episode, Ron DeLegge does a Portfolio Report Card for PLR in Medley, FL. They are married couple in an early 60s and they recently became suspicious of their financial advisor. They own 17 mutual funds and 7 ETFs held across... more
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In this episode, Ron DeLegge does a Portfolio Report Card for BDD in Ft. Worth, TX. He's a 55 year-old doctor and he wants to accumulate $3 million in 10 years. Can he do it? His current retirement plan is a 403(b) through the University of... more
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In this episode, Ron DeLegge does a Portfolio Report Card for DC in Florida. He's a 72 years old, married and retired. His $2 million nest egg is divided across a taxable brokerage account and a traditional IRA. DC manages the money... more
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In this episode, Ron DeLegge does a Portfolio Report Card for PK in Rockville, MD. She's 38, works in the public relations field and has an $89,000 retirement plan divided across just three mutual funds. Is PK's investment plan on or off... more
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In this episode, Ron DeLegge does a Portfolio Report Card for R.T. in Northern, CA. He's a 45 year-old married software executive with kids, a good salary and outstanding savings habits. Ron examins R.T.'s taxable investment account, an... more
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Ron DeLegge does a Portfolio Report Card for J.W. in Nashville, TN. Does his investment plan PASS or FAIL? Here's some background on him: He's 48 years old, he's married, and he works in the healthcare field. His 403(b) plan is worth... more
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