Podcasts de funds

Portfolio Report Card: Examining a $751,000 Portfolio for S.C.

In this episode, host Ron DeLegge does a Portfolio Report Card on a $751,000 IRA and joint...

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Portfolio Report Card: Dissecting a $26.9 Million Investment Account

In this episode, host Ron DeLegge does a Portfolio Report Card on a $26.9 million investment...

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What's Your Margin of Safety? + Something Better than Allegedly "Smart Beta"

In this episode, Ron DeLegge explains why every investor should have a margin of safety. He...

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Portfolio Report Card: Ron Grades a $4.2m Investment Account + Louis Vuitton Handbags for Everyone!

TOPICS COVERED: 1) Portfolio Report Card on a $4.2 million investment account for S.W.M. in...

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Volatility Sleeps, Risk Doesn't + Interview w/Gary Antonacci, Author of Dual Momentum Investing

TOPICS COVERED: 1) Ron gives listeners an abbreviated history of recent stock market volatility +...

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Portfolio Report Card: A Hyper-Aggressive $1.4 Million Portfolio + Profiting from the Cybersecurity Boom

TOPICS COVERED: 1) Ron does a Portfolio Report Card for CGC in Lake Orion, MI, analyzing and...

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Portfolio Report Card: Analyzing & Grading a $10.7 Million Portfolio + Update on S&P 500 Valuations vs. History

Aired on 01/25/15 - TOPICS COVERED: 1) Ron does a Portfolio Report Card on a $10.7 million...

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Which of These 3 Investors are You? + The Most Accurate Indicator of Stock Market Performance (Correct for 76 yrs) + ...

Aired on 01/04/15 - TOPICS COVERED: 1) Ron recaps 2014 & looks ahead to what you should be doing...

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Did You Miss these 4 Mega Investment Themes? + Ron talks with Andy Martin @ 7TwelveAdvisors about longevity risk

Aired on 12/07/14 - TOPICS COVERED: 1) Ron talks with Andrew Martin, President @...

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Slaying Popular Fiction about #Gold & Monetary Stimulus + Cutting your 2014 Tax Bill

Aired on 11/09/14 - TOPICS COVERED: 1) Host, Ron DeLegge slays popular fiction about the...

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#PortfolioReportCard on a $200K Retirement Plan + 10 Blue Chip Stocks that Should Make Shareholders Mad

Aired on 9/28/14 - TOPICS COVERED: 1) Host, Ron DeLegge talks about 10 blue chip stocks that...

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The Rules for Smart Order Execution + Ron Grades a $353,000 Retirement Plan

Aired on 7/20/14 - TOPICS COVERED: 1) Host, Ron DeLegge does a Portfolio Report Card on a...

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Ron Grades a $1.2 Million Portfolio - Alternative Investing with Direxion

Aired on 6/15/14 - Host, Ron DeLegge talks about: 1) Pass or Flunk? Portfolio Report Card on a...

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Dismantling the False Theory of Stock Picker's Market, Ron Pays Listeners $100

Aired on 5/04/14 - Host, Ron DeLegge examines: 1) Stock picker's market? Think again 2) How to...

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The Index Investing Show - A Confederacy of Dunces: The Federal Reserve

Aired on 8/18/13 - Topics discussed by Host, Ron DeLegge: 1) Tidbits from the just published Sept...

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The Index Investing Show - The Great Gold Crash of 2013 Has Arrived

Aired on 6/23/13 - Topics discussed by host Ron DeLegge: 1) Gold prices hit 2-year lows, is the...

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Index Investing Show - The Tyranny of Target Date Retirement Funds

Aired on 6/16/13 - Topics discussed by host Ron DeLegge: 1) Why Target Date Retirement Funds come...

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Interview: Meir Statman, Author

Aired 04/24/10 Meir Statman, one of the nation's leading experts in behavioral finance (the...

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Mutual Funds vs. ETFs

In this episode, Shannon explains the difference between mutual funds and ETFs and what investors...

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Serving the Underserved: Delivering Financial Planning to the Underserved Population

A presentation focusing on financial planning for underserved populations. This presentation was...

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