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Pass or Fail? Portfolio Report Card on a $496,000 Retirement Plan + Killing Sacred Cows about Long-Term Investing
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December 17, 2014 12:56 PM PST
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Aired on 12/14/14 - TOPICS COVERED: 1) Pass or fail? Ron does a Portfolio Report Card on a $496,000 retirement plan for MD in Temecula, CA 2) Have the benefits of long-term investing been overstated? Ron kills a sacred cow about long-term investing 3) What's going on with your retirement plan? Does it pass or fail? Go to PortfolioReportCard.com and get paid $100 if you score "A." Follow us on Twitter @IndexShow, visit us at http://www.youtube.com/user/IndexInvestingShow
Did You Miss these 4 Mega Investment Themes? + Ron talks with Andy Martin @ 7TwelveAdvisors about longevity risk
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December 10, 2014 10:18 AM PST
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Aired on 12/07/14 - TOPICS COVERED: 1) Ron talks with Andrew Martin, President @ 7TwelveAdvisors.com about longevity risk, the 60/40 portfolio + more 2) Recap of 4 mega investment themes in 2014 3) What's going on with your retirement plan? Does it pass or fail? Go to PortfolioReportCard.com and get paid $100 if you score "A." Follow us on Twitter @IndexShow, visit us at http://www.youtube.com/user/IndexInvestingShow
Portfolio Report Card: Ron Grades a $1.4 Million Retirement Plan + the Meaning of Textbook Deflation in Commodities
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December 05, 2014 11:50 AM PST
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Aired on 11/30/14 - TOPICS COVERED: 1) Ron analyzes & grades a $1.4 million retirement plan for M.R. in San Francisco, CA. Does he pass or fail? Find out. 2) Textbook deflation in oil market is warning sign for other asset classes 3) What's going on with your retirement plan? Does it pass or fail? Go to PortfolioReportCard.com and get paid $100 if you score "A." Follow us on Twitter @IndexShow, visit us at http://www.youtube.com/user/IndexInvestingShow
Crash Course: How to Build an Investment Portfolio + Talking dividends w/Mike Akins, SVP @ ALPS ETFs
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November 26, 2014 11:28 AM PST
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Aired on 11/23/14 - TOPICS COVERED: 1) Host, Ron DeLegge interviews Mike Akins, SVP at ALPS ETFs for dividend investing strategies & tips 2) Ron gives listeners a crash course in how to build an investment portfolio 3) What's going on with your retirement plan? Does it pass or fail? Go to PortfolioReportCard.com and get paid $100 if you score "A." Follow us on Twitter @IndexShow, visit us at http://www.youtube.com/user/IndexInvestingShow
A Financial Blueprint for Millennials + Ron talks with Brian Jacobs, President @ Direxion Investments
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November 19, 2014 04:53 PM PST
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Aired on 11/16/14 - TOPICS COVERED: 1) Host, Ron DeLegge interviews Brian Jacobs, President at Direxion Investments for investing strategies & tips 2) Ron gives historical perspective on bond yields 3) A financial road map for millennials 4) What's going on with your money? Go to PortfolioReportCard.com and get paid $100 if you score "A." Follow us on Twitter @IndexShow, visit us at http://www.youtube.com/user/IndexInvestingShow
Slaying Popular Fiction about #Gold & Monetary Stimulus + Cutting your 2014 Tax Bill
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November 13, 2014 07:00 AM PST
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Aired on 11/09/14 - TOPICS COVERED: 1) Host, Ron DeLegge slays popular fiction about the performance of gold during the Federal Reserve's three rounds of QE 2) 2014 tax saving tips for mutual fund investors 3) Calling all gold & silver portfolios: If your portfolio has more than 20% exposure to gold. Ron wants to have a fireside chat with you. 4) What's going on with your money? Go to PortfolioReportCard.com and get paid $100 if you score "A." Follow us on Twitter @IndexShow, visit us at http://www.youtube.com/user/IndexInvestingShow
The Worst is NOT over for Gold & Silver + Ron Grades a $2 Million Account
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November 05, 2014 04:15 PM PST
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Aired on 11/02/14 - TOPICS COVERED: 1) Host, Ron DeLegge analyzes and grades a $2 million portfolio for DC in Florida. Does it pass or fail? 2) Calling all gold & silver portfolios: If your portfolio has more than 20% exposure to gold. Ron wants to have a fireside chat with you. 3) Gold prices have crashed (again) and here's what you need to know 4) What's going on with your money? Go to PortfolioReportCard.com and get paid $100 if you score "A." Follow us on Twitter @IndexShow, visit us at http://www.youtube.com/user/IndexInvestingShow
Stock Market Bears are Running out of Time + 3 Rules for Trading Leveraged ETFs
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October 30, 2014 05:00 AM PDT
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Aired on 10/26/14 - TOPICS COVERED: 1) Host, Ron DeLegge talks rules for trading leveraged long/short ETFs 2) Pop quiz on core asset classes 3) Go to PortfolioReportCard.com and get paid $100 by Ron for getting a Portfolio Grade of "A." Follow us on Twitter @IndexShow, visit us at http://www.youtube.com/user/IndexInvestingShow
#PortfolioReportCard on a $696,000 Retirement Plan + Interview w/Herb Blank at S-Network Global Indexes
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October 23, 2014 05:21 PM PDT
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Aired on 10/19/14 - TOPICS COVERED: 1) Host, Ron DeLegge talks stock market volatility and fund tax-efficiency with program guest Herb Blank, Head of Business Development at S-Network Global Indexes 2) Also, Ron grades and analyzes a $696,000 retirement plan for DP in El Dorado Hills, CA. Pass or fail? 3) Go to PortfolioReportCard.com and get paid $100 by Ron for getting a Portfolio Grade of "A." Follow us on Twitter @IndexShow, visit us at http://www.youtube.com/user/IndexInvestingShow
Mr. Market Gets Volatile + GTAT Blows Up + #PortfolioReportCard on a $569,000 Retirement Plan
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October 15, 2014 02:16 PM PDT
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Aired on 10/12/14 - TOPICS COVERED: 1) Host, Ron DeLegge talks about higher stock market volatility and what to do about it. 2) Ticker: GTAT declares bankruptcy and the stock implodes 3) Also, Ron grades and analyzes a $569,000 retirement plan for MT in Cave Creek, AZ Pass or fail? 4) Go to PortfolioReportCard.com and get paid $100 by Ron for getting a Portfolio Grade of "A." Follow us on Twitter @IndexShow, visit us at http://www.youtube.com/user/IndexInvestingShow

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