Portfolio Clinic

Recent portfolio reviews

1. Reader portfolio: Alex Marshall

   Top marks for starter Isa portfolio

   By Chris Dillow and Keith Bowman | 31 January 2012

   Our young reader has already built up a diversified Isa portfolio. Our experts give him some pointers.

2. Reader portfolio: Mr Moorhouse

   Risk on, or risk off?

   By Chris Dillow | 23 January 2012

   How much risk does this reader wish to take? His holdings suggest two answers - our experts give their verdict

   "The end result is a portfolio that appears to lack a clear strategy, and it makes me wonder what your objectives are"

3. Reader portfolio: Anon

   Hard to justify Harry Browne portfolio structure

   By Chris Dillow and Keith Bowman | 03 January 2012

   Our reader is following the Harry Browne Permanent Portfolio structure, but is finding it difficult to justify large holdings in long bonds and cash when interest rates are so low.

4. Reader portfolio: Kelvin Pretty

   Asking the right questions about funds

   By Chris Dillow and Mark Dampier | 29 November 2011

   Our experts think that Kelvin Pretty needs to ask some questions about the risk factors within his portfolio of top-quality managed funds

   "The worries over sovereign debt and financial bonds have caused a contagion effect"

5. Reader portfolio: Alan Cameron

   A closet tracker with inflation insurance

   By Chris Dillow and Richard Hunter | 18 November 2011

   Our experts think that Alan Cameron's portfolio has too many large established stocks and too many holdings. But his inflation insurance and tendency towards high-yielding investments bode well

   "It's a common error to chase high returns, and in doing so take on more risk than one would like."

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