Find (and fix) the fatal flaws and hidden weaknesses wrecking the results of your investment portfolio
Uncover the root causes of high-costs, low-returns, and poor performance in your investment portfolio
We grade investment portfolios held at these and many other financial institutions.
The Portfolio Report Card is the first and only investment portfolio grading service in the world that will:
THINK YOUR INVESTMENT PORTFOLIO IS SAFE? NOT IF YOU’RE MAKING ONE OF THESE 3 COSTLY MISTAKES
1. You don’t get your investment portfolio reviewed
There are two kinds of everyday investors:
Those that manage their own investment portfolio.
And those that let their advisor manage it for them.
If you have a financial advisor managing your investments, you may have put a little too much stock in their “expertise.” You may not even know about every investment in your portfolio.
“My advisor knows what they’re doing,” you protest, “so I’m probably safe and sound.”
But here’s the thing…
Blindly trusting your advisor is like allowing a domesticated wolf to guard the henhouse. Most of the time they’re well-behaved…but there is enormous potential for things to go terribly wrong and for you to be taken advantage of without knowing it.
Reviewing everything in your portfolio is your obligation as a responsible investor.
But if you manage your own investments, it’s even more important to have them reviewed by a professional. Without professional eyes scanning your investment choices, you’ll miss key areas for improving returns and maximizing profits.
2. You rely solely on your financial advisor to review your portfolio
Even if you stay on top of your investments and sit down with your advisor regularly to review your portfolio, they won’t tell you the hard truths you need to hear.
No offense to advisors, most of them are good people, but they’re financially incentivized to make sure you keep paying their fees and letting them manage your wealth…
…rather than telling you uncomfortable truths that may hurt their bottom line.
They’re not going to suggest financial moves that could disrupt their income.
They’re motivated to make you believe their insights will get you the best results (even if they won’t).
Of course, you could try and get a second opinion from a different advisor, usually for “free,” but this leads to a host of other problems.
3. You resort to “free” portfolio reviews from random financial firms
You’ve probably seen these “free portfolio review” offers online.
Maybe that’s how you got started with your current advisor.
The truth is…
These “free” portfolio reviews are just thinly-veiled sales pitches.
They’re a great way for financial advisors to generate new clients…
…but a TERRIBLE way for you to get a thorough, honest analysis of your investments.
Your portfolio might be examined in a few basic areas, but you won’t be given an official diagnosis and you’ll have to endure one sales speech after another.
Which is why Ron left his position as a registered investment advisor to create a new solution for helping everyday investors get the “whole truth and nothing but the truth” about the profit potential, safety, and performance of their portfolio.
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.
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?”
Ron set out to create a new tool that could independently verify the investment strategies you’re following and steer you away from financial disaster instead of being led into it like so many are today, just like they were back in 2008.
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.
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:
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:
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.
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.
How 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
Here’s everything you get with the Portfolio Report Card
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:
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.
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:
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:
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:
Plus much more.
THE REAL GAME-CHANGER WAS THE PORTFOLIO REPORT CARD
Let’s sum up everything you get with the Portfolio Report Card today:
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.
Get Your Portfolio Graded Today with One of These 2 Affordable Options
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) ***|
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.
About Ron DeLegge II
Ron DeLegge II (pronounced DEE-LEDGE-EE) is the inventor of the Portfolio Report Card™, which has been used to analyze and diagnose over $200 million of investment and retirement accounts.
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).