BlogTalkRadio uses cookies. By using our services, you're agreeing to our Cookies Policy. Got it

Our Terms of Use and Privacy Policy have changed. We think you'll like them better this way.

Portfolio Report Card: A Doctor with a Sick $503,929 Retirement Plan

  • Broadcast in Finance
Portfolio Talk

Portfolio Talk

×  

Follow This Show

If you liked this show, you should follow Portfolio Talk.
h:836617
s:7360103
archived

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 Texas and is valued at $503,929. He owns 10 mutual funds picked by a financial advisor he's hired. What what kind of grade will BDD's portfolio get? A, B, C, D, or F?    

Get $100 if your Portfolio Report Card is an "A"

Follow us on Twitter @PTalkRadio

Comments