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Portfolio Clinic

Reader Portfolio: Winston

Plan for tax and don't hoard so much cash

Our reader should consider reducing cash and do some tax planning

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: Stephen Cox

      Add some UK and US to your EM and Asia

      Add some UK and US to your EM and Asia

      By Chris Dillow, Rob Morgan & Phil Wong | 09 March 2017

      Our reader should consider reducing his Asia and emerging markets exposure in favour of the UK and the US

    2. Reader portfolio: Don Kingston

      Temper your expectations, and get a strategy and process

      Temper your expectations, and get a strategy and process

      By Chris Dillow, James Norrington & Steve Wilson | 02 March 2017

      Our reader wants a return of 10 per cent a year, but he needs to temper his expectations and reduce risk

    3. Reader portfolio: Thomas

      Reflect your aims and objectives in your strategy

      By Chris Dillow, Rob Burgeman & Dennis Hall | 23 February 2017

      Our reader wants his portfolio to cover retirement costs but should cut his emerging markets exposure to help achieve his aims

    4. Reader portfolio: Mark Bolton

      Cut your losses and spread your risk

      By Chris Dillow, Paul Derrien and Colin Low | 16 February 2017

      Our reader needs to spread his assets more evenly and cut his losers

    5. Reader portfolio: Suresh

      Don't trade away long-term gain

      By Chris Dillow and Paul Taylor | 09 February 2017

      Our reader wants to achieve long-term growth but needs to stop making trading mistakes if he want to achieve this

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