Portfolio Report Card Reviews 9

Date of experience: June 05, 2023

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

Date of experience: October 04, 2021

Ron Called me after he analysed my portfolio. He even email me and given me punch of appointments to speak with him and he called me FaceTime and spent a full hour with me explaining to everything about my Portfolio and what should I do to Improve it and he even give me his recommendations, he helped me given information about Roth IRA account which I never know despite I live in USA for 35 years , no one of the many financial advisors I had over the years has given the good information I got from RON DELUGGE either from his ETF guide Channel Or Portfolio Report card
He is very very decent man and professional and best of him he treat you like a family
I’m so thankful to him

Date of experience: August 14, 2021

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.

Date of experience: June 10, 2021

Ron was extremely helpful in explaining the pros and cons about my retirement allocations. He broke it down into 7 different aspects and graded each one of them. It opened my eyes on which aspects that I need to focus on to obtain a better score and in the long run to obtain the highest possible gains in my portfolio. Very highly recommended.

Date of experience: September 23, 2020

Date of experience: January 27, 2020

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.

Date of experience: October 12, 2019

I didn't know what to expect but was surprised at the amount of insight given. The professionalism and the great feedback was really appreciated.

Date of experience: September 16, 2019