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

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2

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1

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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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Robert Bennett
GB

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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Bryan Blake
GB

I didn't know what to expect but was… 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.

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Ebrahim Habib
GB

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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Antonio & Ivette
GB

Everything was great! -

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Joe Puhl
GB

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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