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How to Customize Your Portfolio's Exposure to the S&P 500 + Sir John Templeton Unplugged
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May 22, 2015 08:04 PM PDT
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In this episode, host Ron DeLegge talks with Dan Dolan @ SectorSPDR.com about energy and healthcare stocks, how to get more dividend income and other sector investing strategies. Also, Ron shares timeless investment wisdom from one of the world's greatest investors ever, Sir John Templeton. Do you want Ron to analyze your investments? Go to PortfolioReportCard.com to get your investments analyzed & graded and get paid $100 if you get an "A."
Portfolio Report Card: Examining a $751,000 Portfolio for S.C.
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May 14, 2015 03:39 PM PDT
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In this episode, host Ron DeLegge does a Portfolio Report Card on a $751,000 IRA and joint brokerage account for S.C., a couple living in Germany. He's 51, she's 47 and they are conservative investors. Ron analyzes and grades S.C.'s portfolio and reveals if their plan is on track. Also, Ron answers the question: Is it a good idea to buy multi-asset class funds near retirement? Go to PortfolioReportCard.com to get your investments analyzed & graded and get paid $100 if you get an "A."
Pass or Fail? Ron grades J.L.'s $1.1 million account + Social media stocks get clobbered
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May 08, 2015 10:53 AM PDT
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In this episode, host Ron DeLegge does a Portfolio Report Card on a $1.1 million for J.L. in Connecticut. J.L. is a married couple in their mid-40s. Ron dissects their portfolio and reveals if their plan is on or off course. Also, social media stocks like Twitter, LinkedIn, and Yelp are getting crushed, what's next? Plus, Ron explains the proper way to judge investment performance. Go to PortfolioReportCard.com to get your investments analyzed & graded and get paid $100 if you get an "A."
Portfolio Report Card: Dissecting a $26.9 Million Investment Account
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May 01, 2015 03:23 PM PDT
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In this episode, host Ron DeLegge does a Portfolio Report Card on a $26.9 million investment portfolio for 72-year old GG in California. GG bought Apple in 1991 at $1.5 per share! Altogether, GG owns 33 individual stocks and 1 ETF. Ron analyzes GG's entire portfolio and gives it a final grade of A, B, C, D, or F. Follow us on Twitter @ IndexShow and go to PortfolioReportCard.com to get your portfolio graded.
Ramping up your portfolio with Brian Jacobs @ Direxion Investments + Last minute tax cutting tips
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April 02, 2015 09:06 AM PDT
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What's better a total market approach or the S&P 500? In this episode, Ron DeLegge tells you. Also, program guest Brian Jacobs @ Direxion Investments shares ideas on how to ramp up your investment portfolio's strategy. Finally, last minute tax cutting tips for procrastinators. Don't forget to get your portfolio analyzed and graded by Ron. Go to PortfolioReportCard.com. Follow us on Twitter @IndexShow
What's Your Margin of Safety? + Something Better than Allegedly "Smart Beta"
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March 26, 2015 09:59 AM PDT
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In this episode, Ron DeLegge explains why every investor should have a margin of safety. He assassinates the myth of "smart beta" and tells you about a investing strategy that blows it away. Finally, Ron does a Portfolio Report Card on a $563,051 investment account for 57-year old RC in Northern California. Go to PortfolioReportCard.com to get your portfolio analyzed and graded. Follow us on Twitter @IndexShow
Portfolio Report Card: Ron Grades a $4.2m Investment Account + Louis Vuitton Handbags for Everyone!
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March 19, 2015 11:53 AM PDT
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TOPICS COVERED: 1) Portfolio Report Card on a $4.2 million investment account for S.W.M. in Highland Park, IL...Does it pass or fail? 2) Louis Vuitton handbags for everyone! Is the euro going par with the US dollar? 3) Go to PortfolioReportCard.com and get paid $100 if you score "A." Follow us on Twitter @IndexShow and go to http://www.PortfolioReportCard.com to find out if you PASS or FAIL!
Portfolio Report Card: Analyzing a $381k Retirement Plan + 3 Ageless Lessons of Nasdaq 5000
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March 12, 2015 12:55 PM PDT
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Host, Ron DeLegge does a Portfolio Report Card on a $381,000 investment account for F.D. in Hartland, WI. Does it pass or fail? 2) Three Age-less Lessons for Nasdaq 5000, plus 3) Go to PortfolioReportCard.com and get paid $100 if you score "A." Follow us on Twitter @IndexShow and go to http://www.PortfolioReportCard.com to find out if you PASS or FAIL!
Volatility Sleeps, Risk Doesn't + Interview w/Gary Antonacci, Author of Dual Momentum Investing
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March 07, 2015 08:59 AM PST
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TOPICS COVERED: 1) Ron gives listeners an abbreviated history of recent stock market volatility + he interviews Gary Antonacci, Author of Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk 2) Three Rules for Trading Leverage ETFs 3) Recap on Stock Market's Mood and Portfolio Planning 4) Go to PortfolioReportCard.com and get paid $100 if you score "A." Follow us on Twitter @IndexShow and go to http://www.PortfolioReportCard.com to find out if you PASS or FAIL!
Portfolio Report Card: A Hyper-Aggressive $1.4 Million Portfolio + Profiting from the Cybersecurity Boom
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February 26, 2015 12:24 PM PST
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TOPICS COVERED: 1) Ron does a Portfolio Report Card for CGC in Lake Orion, MI, analyzing and grading their $1.4 million retirement account 2) How to profit from the boom in cyber-security stocks 3) Tidbits from the the March 2015 ETFguide Newsletter 4) Email and Twitter questions tackled too! Go to PortfolioReportCard.com and get paid $100 if you score "A." Follow us on Twitter @IndexShow and go to http://www.PortfolioReportCard.com to find out if you PASS or FAIL!

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