Portfolio Report Card

2292 Faraday Ave., Suite 100 Carlsbad, CA, 92008, Carlsbad, United States
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4.88
Based on 8 Reviews

5

87.50%

4

12.50%

3

0.00%

2

0.00%

1

0.00%
About Portfolio Report Card

The Portfolio Report Card analyzes, grades, and monitors your investment results for traditional and Roth IRA, 401(k), 403(b), 457, and other investment accounts.

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MISS JACQUELINE GRAY
GB

Iam very confused spoken with Olivia -

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Robert Bennett
US

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

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Ebrahim Habib
US

Ron Called me after he analysed my… 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

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Joe Puhl
US

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.

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Michael Smith
US

Ron was extremely helpful in explaining… 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.

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