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

  • Broadcast in Finance
Portfolio Talk

Portfolio Talk


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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 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"

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