Informações:
Sinopse
Welcome to Portfolio Talk, an entertaining and insightful hour about the health of your investment portfolio. In every episode youll meet real life people just like you and find out how theyre saving and investing their money. Host, Ron DeLegge dissects and grades listener portfolios using a simple grading scale of A, B, C, D, and F. Does your portfolio pass or fail? Find out right here and at PortfolioReportCard.com.
Episódios
-
![Portfolio Report Card: A $294,439 Retirement Plan with a Taxing Problem]()
Portfolio Report Card: A $294,439 Retirement Plan with a Taxing Problem
01/04/2015 Duração: 15minIn this episode, Host Ron DeLegge does a Portfolio Report Card on a 401(k) plan valued at $294,439 for 60-yr old KE from Austin, TX. She owns 9 mutual funds and has six more years to go before retirement. How does her portfolio do when it comes to cost, diversification, risk, taxes, and performance? Find out.
