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Portfolio Report Card: A Flawed $863,309 Advisor Managed Investment Plan

  • Broadcast in Finance
Portfolio Talk

Portfolio Talk


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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 two traditional IRAs, two Roth IRA, and a taxable brokerage account. Are they being ripped off by their advisor? What what kind of grade will PLR's retirement portfolio get? A, B, C, D, or F?    

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

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