The portfolio report card gave me… The portfolio report card gave me valuable insights into the appropriateness of my assets. Thanks

Report Card review helped me stay focused I had 2 reports from Ron. The report card was eye opener to the extremely large area of investments. He simplified it by category. Areas that need improvement and compliments on areas I did well. The report card is just a snap shot but helps me focus and get to work on my improvement areas. Extremely helpful for me as a relatively newly focused investor.

Got my portfolio graded and got rid of my anxiety I know very little about financing and the stock market but I knew I needed to make sure I was on the right path for retirement. A friend turned me on to Ron Delegge’s portfolio services, and his podcast Index Investing Show. From listening to his show I was able to learn a few things to help me along, but the real game changer was the portfolio report card. It broke down what I was doing well, and not so well, and also offered encouraging words which have helped steer me in the right direction. Turns out I wasn’t as lost as I thought! Finding out what was and wasn’t working and what I can do to optimize my money has been a huge relief. Ron was able to grade my portfolio quickly and thoroughly, I have been able to make the necessary changes to my investment strategy and 401k plan and I will have him grade my portfolio again to make sure I’m still heading on the right path.