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Portfolio Report Card

2292 Faraday Ave., Suite 100 Carlsbad, CA, 92008, Carlsbad, United States

http://portfolioreportcard.com

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4.88

Based on 8 Reviews

87.50%

12.50%

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.

Contact Info

http://portfolioreportcard.com
2292 Faraday Ave., Suite 100 Carlsbad, CA, 92008, Carlsbad, United States
info@portfolioreportcard.com

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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.

Iam very confused spoken with Olivia -

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.

Everything was great! -

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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Portfolio Report Card

http://portfolioreportcard.com

About Portfolio Report Card

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Joe Puhl

MISS JACQUELINE GRAY

Michael Smith

Antonio & Ivette

Robert Bennett