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Portfolio Clinic

Reader Portfolio: Marjorie

Set some investment objectives and an asset allocation

Our reader is wondering whether to manage her own investments, so our experts tell her what she needs to consider

Free expert ideas

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: Martin Holborow

      Preserving assets and mitigating risk

      By Chris Dillow, Paul Derrien & Rick Landucci | 12 April 2017

      Our reader wants to pass his investments onto to his children so should mitigate IHT and reduce risk

    2. Reader portfolio: Robert and Elizabeth Wood

      Reassess your risk appetite and asset allocation

      By Chris Dillow, Gavin Haynes and James Norrington | 06 April 2017

      Our readers need to reassess their risk tolerance

    3. Reader portfolio: Linda

      Work out your future costs and don't fret about an ideal

      By Chris Dillow, Tanya Pein and Rebecca Taylor | 03 April 2017

      Our reader wants to ensure she can fund care later in life, so should try to calculate how much she needs

    4. Reader portfolio: Diane/John

      Covering a £10k care cost shortfall

      By Chris Dillow, Martin Bamford and Rachel Winter | 23 March 2017

      Our reader needs to cover a £10,000 shortfall in the cost of care for his mother, but as her cash savings will more than cover this he could reduce the allocation to it

    5. Reader portfolio: Winston

      Plan for tax and don't hoard so much cash

      By Chris Dillow, Greg Crawford & James Norrington | 16 March 2017

      Our reader should consider reducing cash and do some tax planning

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