Uncover poor performance in your investments
Take control of the root causes for low returns, high costs, and risk factors in your portfolio.
the first and only
investment portfolio grading service
IN THE WORLD THAT Delivers:
Smarter Investing
In under 5 minutes, you can ensure your investments for your family are working for you. We check your entire portfolio to find what is not working for retirement, taxes, and more.
Reduce your risk factors, grow your wealth, and safeguard your assets. Our secure, confidential Portfolio Report Card can save you thousands, and analyze the best strategy for your future.
Comprehensive Analysis
Identify 5+ vital portfolio mistakes that may be costing you thousands, and learn how to fix them.
Identify Risk & Leverage
Double-check your financial advisor’s recommendations to reveal whether they’ll deliver the results you expect.
Personalized Blueprint
Give you a proven blueprint for fixing the “architecture” of your portfolio to reach your financial goals.
low cost portfolio analysis
improve instantly. get your results today.
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.
saving our customers thousands
Smart Investors Best Kept Secret
expose the missing gaps in your portfolio
A complete analysis of your investment portfolio
Minimize costs, taxes, and mistakes
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.
Discover:
- Every financial “leak” costing you thousands of dollars in fees and taxes.
- Every faulty wire “short-circuiting” your financial growth and profit potential.
- Every cracking, rotting, broken part of your investment “foundation.”.
- Expose every factor subjecting 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.
grade your invesements in these
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.
Get your portfolio graded today
Affordable Options for success:
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!
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.
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.
Get your portfolio graded today
Affordable Options for success:
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.
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.
