Uncover the root causes of high-costs, low-returns, and poor performance in your investment portfolio
We analyze investment portfolios held at these and many other financial institutions.
This is the first and only investment portfolio grading service in the world that will:
Perform a comprehensive review of your investments across 5 to 7 vital categories (more than anyone else) to identify every portfolio mistake costing you thousands.
Double-check your financial advisor’s recommendations to reveal whether they’ll deliver the results you expect (or if you’re being led down a path of low returns and high costs).
Give you a proven blueprint for fixing the “architecture” of your portfolio to reach your financial goals and preserve your capital deep into retirement.
the Portfolio report card was invented by RON DELEGGE II
Ron has been in the financial services industry for over 20 years. He is a serial author, former registered investment advisor, and the founder of ETFguide.com. Ron is also an outside contributor to Financial Advisor Magazine and he holds the Certified Retirement Counselor designation from International Foundation for Retirement Education (InFRE).
To date, the Portfolio Report Card™ has been used to analyze and diagnose over $200 million of investment and retirement accounts.
Ron invented this new method of assessing your investments for one simple reason…
IF YOU DON’T KNOW ABOUT THE UNSEEN ISSUES INSIDE YOUR PORTFOLIO, YOU’RE ON A FAST-TRACK TO DISASTER
The 2008 Financial Crisis destroyed billions upon billions of wealth for everyday investors.
Ron Delegge II had spent over a decade as a registered investment advisor but got out of that business in 2007, right before the 2008 Financial Crisis hit and destroyed billions upon billions of wealth for everyday investors.
Wall Street and its flock of herd mentality advisors had failed their clients.
And investors without advisors had no idea they were at risk.
- Entire portfolios were wiped out.
- Countless nest eggs were crushed.
- And millions of retirement plans were ruined.
When everyone around Ron was asking “what just happened?” he was asking himself:
“How do I help the average investor stop this from ever happening to them again?”
A CONFLICT-FREE, INDEPENDENT TOOL YOU CAN USE ANY TIME TO UNCOVER THE STRUCTURAL WEAKNESSES OF YOUR PORTFOLIO BEFORE DISASTER STRIKES
Ron began working on an entire grading system that systematically identifies every hidden risk, excessive cost, and serious danger threatening your wealth and the long-term performance of your portfolio…
…while showing you how to safeguard your portfolio from severe ups and downs in the market.
This system couldn’t simply be a “second opinion” on your portfolio.
It had to be a thorough, trustworthy, firsthand analysis of everything wrong (and right) with your investments that you can’t get from ANYONE else.
Plus, your final analysis had to be presented concisely, without too much technical jargon or complicated explanations so that ANY investor, regardless of their experience or expertise, could understand the problems harming their portfolio and be empowered to fix them immediately.
Now, Ron has finally created a portfolio analysis unlike any other.
Introducing...
A complete analysis of your investment portfolio’s “architecture” to fix its weaknesses, improve upon its strengths, and find the opportunities you’re missing to maximize profitability while minimizing costs, taxes and mistakes.
Your portfolio is the centerpiece for your wealth.
The Portfolio Report Card (PRC) is an independent portfolio “audit” that sets a critical eye on every aspect of your investment architecture to ensure it’s built on a stable foundation to weather any storm and appreciate in value deep into retirement.
The PRC will find:
- Every financial “leak” costing you thousands of dollars in fees and taxes.
- Every faulty wire “short-circuiting” your financial growth and profit potential.
- And every cracking, rotting, broken part of your investment “foundation” exposing you to unnecessary risks.
Once we’re done deep diving into your portfolio’s “infrastructure,” you’ll know WHY it may be underperforming, unsafe, unbalanced, and unable to help you reach your goals.
And you’ll finally be able to repair your portfolio before any further damage to your wealth is done.
The best part is…
The Portfolio Report Card is 100% honest and impartial
The Portfolio Report Card (PRC) is the first and ONLY portfolio grading service anywhere designed to give you a conflict-free analysis of your investments.
We’re not owned or affiliated with any brokers, dealers, or investment firms.
We’re not trying to sell you financial products you don’t need.
And we don’t have any conflicts of interest.
We’re only interested in exposing the flaws in your portfolio’s architecture.
We would say we’re “unbiased,” but that’s not entirely true…
EVERYONE is biased one way or another…
Our only “bias” is keeping whoever manages your money 100% accountable for the results of their advice
After we grade your portfolio using our proprietary grading engine, you’ll know right away if you’re being ripped off or given boneheaded advice by a financial advisor or someone else.
Of course, you’ll also discover if you’re being guided in the right direction.
Because only one thing matters when it comes to investing:
Results.
The PRC verifies whether your advisor’s suggestions will get you the results you deserve or not.
By holding your advisor’s feet to the fire through the Portfolio Report Card, you get your maximum money’s worth from their financial services, which, in turn, helps them become better advisors and helps you get the best returns on your investments.
Win-win.
Of course, if you manage your own portfolio instead of using an advisor, you don’t have to second-guess how well you’re doing – the PRC will tell you what you’ve gotten right and wrong, and point the way toward smarter investment decisions.
The Portfolio Report Card “grades” your investments for optimal performance
The Portfolio Report Card is unlike any other portfolio review service out there.
It’s not based merely on one person’s opinion as most other reviews are.
Ron Delegge II specially-built a “portfolio grading engine” that leverages over 75 years of proven investing research and knowledge from some of the world’s greatest investors, including John Templeton, Amos Tversky, John C. Bogle, William F. Sharpe, and many others.
No other financial analyst or investment advisor has access to this proprietary software.
The grading engine has built-in benchmarks that adjust to your portfolio’s holdings, allowing the program to precisely analyze your portfolio for the best results.
After reviewing your investments, your portfolio is given a grade of A, B, C, D, or F.
Don’t worry, each grade will be explained in plain English without too much technical jargon or complication.
You’ll know what your grade means for you and your portfolio, why you received the grade you did, and most importantly, how to take our advice and put it into action the moment after receiving your Portfolio Report Card.
Plus, unlike most portfolio reviews which provide a surface-level assessment of your investments in 1 or 2 categories…
The Portfolio Report Card grades your investments across the 5 to 7 “mission critical” financial categories
Cost
Every investment carries costs that are easy to overlook or disregard - we’ll show you the hidden costs leeching thousands of dollars of your wealth and how to slash them into the smallest expenses possible.
Risk
Don't get blindsided with unrecoverable losses because you didn't understand the full risks of your investments - we’ll show you how risky your investments are and give you the chance to change course before you're in too deep.
Taxes
Did you know you have the legal right to keep more of your money? We'll show you how you're paying way more than your "fair share" to Uncle Sam and how to lighten your tax burden.
Diversification
Holding fewer investments may mean much larger losses - we’ll help you uncover ways you can preserve your capital and generate higher returns with the right kind (and amount) of diversified investments your portfolio is missing.
Organization
Disorganized portfolios create confusion and cause big mistakes - we'll show you how to declutter your investments and help you stick to a sound investment strategy.
Behavior
The wrong investing “psychology” can trigger major missteps that cause a domino effect of poor returns and declining performance - we'll detect the attitudes and behaviors endangering your returns and hindering the achievement of your financial goals.
Performance
Standard benchmarks like the S&P 500 fail to give you an accurate picture of your portfolio’s actual progress - we analyze all of your investments and carefully craft a personalized benchmark that matches your unique portfolio to accurately verify your long-term results.
Here’s everything you get with the Portfolio Report Card
A final grade of A, B, C, D, or F with a detailed explanation of what your grade means.
A complete breakdown of everything wrong (and right) with your portfolio.
Actionable insights for fixing your portfolio’s architecture to maximize performance.
Receive even more with each future Portfolio Report Card
The first time your investments are graded using the Portfolio Report Card, a baseline is created for you to measure against your future progress and results. With each subsequent Portfolio Report Card, you get:
A complete re-grade for your portfolio, comparing your previous grade(s) to your current one for continuous improvement.
A reappraisal of your portfolio’s overall performance and health to maintain strong returns and minimize losses.
And 100% accountability for the results you get based on your own strategies or the advice from your financial advisor or anyone else.
Plus, get these FREE bonuses on better investing with the Portfolio Report Card
Habits of the Investing Greats: 26 Proven Tactics for Achieving the Financial Results You Want
This is a FREE copy of the 5-star rated best-selling book on the timeless wisdom of some of history’s greatest investors, written by the creator of the Portfolio Report Card, Ron Delegge II.
This powerful book retails for $9.99 but it’s yours free today.
Habits of the Investing Greats features the insights of Anne Scheiber, Chris Saaca, John Templeton, Benjamin Graham, John Doerr and many more.
You’ll learn 26 practical, actionable habits that will transform the way you invest and grow your wealth.
Each chapter explores one investing great and the key habit they embraced to achieve outstanding success, with examples of the habit in action. At the end of each chapter, you’ll receive specific advice for applying the habit in your daily regimen for consistent progress toward investing excellence.
Inside Habits of the Investing Greats, you’ll discover:
- The specific habits that made each featured investor a multimillionaire (or billionaire).
- The self-destructive behavior that squanders wealth and ruins your investments from ever giving you the returns you want (you’re likely making at least one of these mistakes).
- How to *think* like a great investor and control your mind and emotions for swift, level-headed decision-making.
- A simple breakdown of the most important strategies used by legendary investors that you can apply today.
- Timeless advice for protecting your investments and retirement money from the “distracting noise” of so-called “experts” leading you down the path of financial ruin.
- How to unlearn the limiting behavioral patterns holding you back from successfully reaching your financial goals.
And a whole lot more!
3 Cornerstones of a Well-Built Portfolio
An architecturally sound investment portfolio is organized into three basic parts and this simple but powerful infographic breaks down:
- Each cornerstone your portfolio must have for long-term performance.
- Why each cornerstone is critical for minimizing losses and protecting your capital from risk.
- The exact investments to put into each cornerstone.
- And how all three cornerstones complement each other and work together to form a reliable, resilient, and high-return portfolio.
The 10 Commandments for Trading ETFs
ETFs are one of the smartest investments you can make, especially when saving for retirement and trying to limit the amount of risk in your portfolio.
But it’s not without its pitfalls and hidden dangers.
This powerful little guide will give you 10 of the most important (and profitable) “rules” for investing in ETFs, including:
- What to do with ETF profits to balance your portfolio and maintain the flexibility to capitalize on new opportunities.
- A powerful tool for remaining disciplined when trading ETFs to avoid escalating losses.
- Why you should NEVER do THIS unless you have a remarkably high tolerance for risk and volatility
- The precise window of time you need to keep for ETF trades between the open and closing of the market to avoid paying higher-than-usual trading costs.
- Why the SEC has reported THIS type of trade is on the rise for stocks and ETFs...and why this trade will almost certainly hurt (not help) your ability to obtain the best possible price when buying or selling ETFs.
Plus much more.
what happy clients say after getting the portfolio report card
Let’s sum up everything you get with the Portfolio Report Card today
- A comprehensive assessment of your portfolio’s investments across 5 to 7 vital categories.
- Your own unique benchmark to review your portfolio’s performance year after year.
- A thoroughly-explained grade for your investments exposing the true “health” of your portfolio.
- A detailed breakdown of the exact causes of high-costs, unnecessary risks, and lousy performance of your investments so you know how to fix the issues in your portfolio.
- Ron’s 5-star rated book, Habits of the Investing Greats.
- The simple but powerful infographic, 3 Cornerstones of a Well-Built Portfolio.
- The critical guide on The 10 Commandments for Trading ETFs
What will it cost you to get all of this right now?
According to NerdWallet, the average fee for a financial advisor can cost between $2,000 and $7,500 a year. And that’s just the average…many unsuspecting investors are paying substantially more.
For the breadth and depth of the portfolio diagnosis you receive with the Portfolio Report Card, plus all the investment knowledge you’re receiving as a bonus, we could easily charge a minimum of $699.
But we want to give EVERY investor the chance to optimize the performance of their portfolio regardless of their net worth.
That’s why the Portfolio Report Card doesn’t cost $699…nor $599…nor even $499.
Instead…
Get Your Portfolio Graded Today with One of These 2 Affordable Options
Premium
-
This membership plan is a great choice for investors that require no face-to-face consultation and want an annual re-grade.
Premium+
-
This is our best membership plan built for investors with multiple investment accounts that want a face-to face consultation plus an annual re-grade.
And as a special add-on bonus, you can run a background check on your financial advisor for just $99!
The Securities and Exchange Commission (SEC) has issued warnings to individual investors to conduct regular background checks on their financial advisor.
For only $99, we’ll perform an extensive background check on your advisor to keep you abreast of any disciplinary problems, customer complaints, or legal problems they’ve encountered.
| Choose Your Portfolio Report Card Plan | Premium | Premium+ |
|---|---|---|
| Limit on number of portfolios graded * | 1 | 3 |
| Limit on size of portfolios we grade: Minimum $25,000 up to $10 billion | ||
| Initial and ongoing investment diagnosis provide | ||
| Secured e-delivery of your final grade | ||
| Continuous investment monitoring and annual grading | ||
| Annual background check on your financial advisor ** | ||
| Number of grading factors analyzed | 5 | 7 |
| Free storage of your Portfolio Report Card to track your historical progress | ||
| One-on-one consultation with human grader (via phone or video) *** |
- * Each additional portfolio you want graded beyond the limit is a flat cost of $200 per portfolio.
- ** Additional fee of $99 applies.
- *** Time spent with you is strictly limited to your Portfolio Report Card diagnosis.
Frequently Asked Questions
The Portfolio Report Card is not investment advice, a financial plan, or an offer to buy/sell securities. Moreover, we are not owned or affiliated with any broker/dealers, money managers, or registered investment advisors.
We are strictly focused on diagnosing your portfolio's health, thereby providing you with a clear picture of what's needed to improve your investment results and future grade.
The Portfolio Report Card uses proprietary software specially-designed by Ron Delegge II and a team of data scientists to analyze your investments using the combined research of some of the greatest investors who have ever lived. The results from our grading engine are examined by a team of human analysts before they're delivered to you.
We grade taxable brokerage accounts, traditional IRA, Roth IRA, SEP IRA, Simple IRA, 401(k), 403(b), 457(b), profit sharing, trust accounts, UGMAs and variable annuities.
We only grade investments from U.S.-based investors.
We do not grade portfolios containing collectibles, futures brokerage accounts, cryptocurrency accounts or any assets that aren’t listed or traded on a public stock exchange.
We do not grade back-tested or theoretical portfolios, portfolios without a minimum one-year performance history, portfolios without documentation or portfolios submitted by a financial advisor or another third-party on behalf of their investment clients.
The strategies, principles, and proprietary grading system we use works the same on portfolios with $25,000 up to $10 billion.
Grade A is the best score and it indicates you have a perfect portfolio across all grading categories, while B indicates minor flaws.
Grades C to F indicate major structural flaws with your investment portfolio’s overall design and architecture. Rest assured, the Portfolio Report Card will explain every aspect of your grade in explicit detail.
Your investment data is used for grading and educational purposes only. Your data is never leased, sold, or identifiably shared.