Joe P.
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.
Response from Portfolio Report CardJun 10, 2021
Thank you Joe for the feedback! I'm glad the Report Card has been able to help you identify the trajectory of your investments. Your next grade will tell us how much progress you've made since your initial grade. Keep up the good work! Warm regards, Ron D.