Investing: How to Fix Hidden Flaws Inside Your Portfolio

Learn how to identify and fix what's wrong with your 401(k), IRA, or brokerage account's performance.
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53 students enrolled
Instructed by Ronald DeLegge Business / Finance
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  • Lectures 14
  • Length 1 hour
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 12/2015 English

Course Description

With stock prices stalling in 2016, THIS IS the right course at the right time!

Good news: This course has just been updated with new lessons on "My financial advisor isn't executing" and "You vs. You." Before you go any further ask: How much financial damage will you cause to yourself by not taking this course? Will it be more than the $50 enrollment fee? Stop the bleeding and learn how to eliminate the problem areas within your portfolio before they destroy your net worth.

Hidden flaws inside your portfolio are costing you thousands of dollars and possibly even more money than you think. Rising markets often mask these flaws. But falling markets expose and convert flaws in your IRA, 401(k), and other investments into major problems.

What's the problem with your investments? And why aren't you making as much money as you should be? Do you know?

Is your problem lousy performance? Excessive fees? A deadbeat financial advisor? Skyrocketing taxes? Or, is it another hidden but deadly problem that hasn't yet been found?

Whatever it is that ails your IRA, 401(k) plan, and other investments, I will help you to identify and eliminate these problems immediately*! (*This is 100% dependent upon how well you follow my instructions.) You will no longer have to worry or guess what the root cause(s) of your investment problems are and you will be able to completely avoid the common pitfalls that hurt the typical investor.

Not only will I tell you about the kind of trouble that's probably hindering your investment performance, but I'm going to do even more.

You will get a sneak peek of actual real-life investor portfolios that I've graded - a few even worth millions of dollars - to teach you the birds and bees of successful investing. With your own eyes you will see the good, the bad, and the ugly.

What this course is not:

I won't teach you anything that is theoretical, impractical, or illegal.

I won't teach you stuff that you can't execute or do inside your investment portfolio.

What you will get from me:

In this course, you will see real-life case studies of investment flaws I've successfully identified and fixed for investors just like you. I put my 20+ years of hands-on experience in the financial services industry to work for you!

As the inventor of the Portfolio Report Report Card service and as the Founder of ETFguide, I have personally helped thousands with investors.

If you want my professional insights and personal touch - remember I've already analyzed and executed more than $120 million in personalized Portfolio Report Cards for investors/students just like you - then you need to get this course right away.

Together, we're going to completely remove and conquer the obstacles that are hindering your investment progress.

Every minute you delay is COSTING you money. Enroll today!

+++++++++++++++++++

...and you also get the unconditional Udemy backed 30 day money-back guarantee PLUS my personal promise that if you apply yourself, you will succeed.

How will I benefit from this course?

  • Learn how to seek and destroy the hidden problems inside your own portfolio
  • See real-life case studies of investors with six and seven figure portfolios
  • Cut your portfolio's tax liabilities by 20% and possibly more
  • Say "good-bye" to overpaid and under-performing financial advisors
  • Take immediate steps to reduce your brokerage commissions and fees in half
  • Increase the value of your investment portfolio many times over
  • Always be in control of your investments 100% of the time
  • Eliminate the anxiety and worry of investment risk

What are the requirements?

  • No requirements, just the desire to become a better investor!

What am I going to get from this course?

  • Understand the common symptoms of a sick investment portfolio
  • Identify flaws within your own portfolio that are hindering progress
  • Use proven techniques to fix your portfolio's trouble spots
  • Have the confidence to fire incompetent financial advisors
  • Keep your investment portfolio safely toward your goals

What is the target audience?

  • Anyone who suspects problems inside their investment plan.
  • Anyone with a 401(k), 403(b), 457, IRA, Roth IRA, or another retirement plan
  • Anyone concerned about the risk level of their life savings.
  • Anyone who owns stocks, bonds, real estate, mutual funds, and ETFs
  • Anyone who has hired a financial advisor but isn't satisfied with the advice or results.
  • This course IS NOT for people who are lazy or who don't want to take responsibility for their investment results.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Introduction to Fixing Your Broken Portfolio
Preview
02:24
Section 1: Identifying the Problem
02:55

Yes, you can fix the hidden flaws inside your IRA, 401(k), and other investments! And it starts with a few simple but crucial steps.

03:31

To reach your successfully investment goals, you must avoid the hazardous traits of a sick and unhealthy investment portfolio mentioned in this lecture!

Section 2: Common Trouble Spots
04:02

Ron gives you a real life case study of a $1.31 million portfolio with excessive cost. Learn how to find the hidden fees/costs endangering your own investment portfolio's performance and health.

04:36

Ron shows you a real life case study of a $1.23 million portfolio with diversification flaws. Remember: Proper investment diversification only happens if you have the proper definition of what diversification.

03:48

Ron shares a real life case study of a $503,000 portfolio with elevated risk. Remember: Controlling investment risk is key to protecting your money.

03:53

This lesson explains what safety is and how to obtain it inside your investment portfolio.

05:17

Ron shares a real life case study of one investor with a 7-figure portfolio built on a shaky foundation. Don't make the same mistakes!

05:35

Ron shows you a real life case study of a $294,000 investment account with tax problems. Remember: Minimizing taxes is key to protecting your money and achieving satisfactory investment performance.

05:33

Ron shares a real life case study of a $863,000 IRA and brokerage account with unsatisfactory performance results - and worst of all, the account is managed by a financial advisor who hasn't been executing!

03:31

This lesson teaches you the one document that ALL investors should have regardless of how big, small, new, or old your investment portfolio is.

04:48

If you've already hired a financial advisor but aren't happy with your investment results, it might be time for a divorce. In this lecture, Ron helps you to deal with advisors that are lazy, underperforming, or overcharging for their services.

Section 3: Other Remedies
02:46

Are you your own worst enemy? In this lesson, Ron contrasts the habits of investing winners and losers.

04:55

Before you can get your investments right, you must first get your mind right. In this lesson, Ron shows you how to accomplish this critical step.

Section 4: Course Quizzes
What is your investment portfolio's GPS?
1 question
1 question

Which of these assets is OK to use for your portfolio's margin of safety?

A retirement plan with outstanding loans can still be "tax-efficient."
1 question
1 question

Which of these factors will impact the total cost of your investment portfolio?

1 question

Owning many stocks and mutual funds is the key to being properly diversified.

Which of these choices IS NOT a reason to fire your financial advisor?
1 question
Which of these choices is NOT a reason to keep your financial advisor?
1 question

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Instructor Biography

Ronald DeLegge, Lead Investor and Teacher

Financial Professional, Author, Founder @ ETFguide, and Podcast Host.

Today's uncertain investment climate requires a strategy that's truly remarkable, executable, and proven. Nobody knows this better – and no one can teach this better – than Ron DeLegge.

Ron has analyzed and graded more than $150 million in investment portfolios and he knows the essential ingredients for building, growing, and protecting a portfolio of investments. In addition to being the founder of one of the most popular ETF investing websites in the world (ETFguide) Ron is also the inventor of the Portfolio Report Card grading system and host of the Index Investing Show.

With more than 25 years in the financial services industry, Ron's real-world investing experience is what makes him the ideal teacher for those who want to build and manage their own investment portfolios.

Ron has joined Udemy's roster of talented instructors to share his wealth of knowledge and experience with people who are already investing or who want to get started.

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