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Portfolio Clinic

Reader Portfolio: Anonymous

Isa portfolio needs focus on allocation

This investor in his 30s needs to establish an asset allocation model for his individual savings account to avoid duplication of investments

Free expert advice

Submit your portfolio and have it audited by Chris Dillow, Investors Chronicle economist, and other selected top industry experts.

Recent portfolio reviews

    1. Reader portfolio: Anonymous

      Annuity dilemma and individual share portfolio tidy

      By Moira O'Neill | 05 September 2014

      Our reader is approaching retirement and considering buying an annuity with his pension savings. But he also needs to rationalise his individual share portfolio to get the most out of it.

    2. Reader portfolio: Anonymous

      Getting ready for retirement in the UK

      By Jason Hollands and Lee Robertson | 29 August 2014

      Our reader hopes to retire in five years, so to be able to finance this, our experts suggest he diversifies his portfolio and increases the risk/return profile.

    3. Reader portfolio: David Cresswell

      Building up a sufficient retirement pot

      By David Meckin & Justin Modray | 20 August 2014

      Moving out of cash into higher-yielding investments and diversifying his portfolio should help our reader to achieve his desired level of retirement income

    4. Reader portfolio: NAME David Hunt

      Preparing for retirement with patient value

      Preparing for retirement with patient value

      By Chris Dillow & Helal Miah | 15 August 2014

      Our reader can continue with his patient value strategy for the time being but he could consider some government bonds, US equities or small caps

    5. Reader portfolio: Ron

      Investment trust portfolio with high growth expectations

      By Moira O'Neill | 08 August 2014

      Will our reader be able to double his investment trust-focused portfolio in 7 years? Our experts disagree on whether this is possible

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