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Portfolio Clinic

Reader Portfolio: Peter

Peter's passive portfolio

An investor in his early 30s is relying heavily on low cost exchange traded funds to build up his pension

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: Sanj

      I want to draw 3 per cent from £450k at age 60

      By Moira O'Neill | 07 November 2014

      Our reader has an equity heavy investment portfolio but needs to put this in the context of his total wealth in order to make better decisions for his retirement.

    2. Reader portfolio: Anonymous

      75-year-old aims to minimise inheritance tax

      By Moira O'Neill | 31 October 2014

      Our reader wants to generate income from his investments but also leave a legacy to his children and grandchildren

    3. Reader portfolio: Allan

      Seeking income from IT dividends

      By Moira O'Neill | 22 October 2014

      Our reader wants to retire in four years' time and needs to make up a shortfall in income via investment trust dividends. Our experts recommend that he diversify his portfolio further

    4. Reader portfolio: Sophie

      32-year-old wants to "retire" at 45 by maximising Isa

      By Moira O'Neill | 17 October 2014

      Our reader is investing the maximum £15,000 Isa allowance in exchange traded funds. But she needs to take on higher levels of risk.

    5. Reader portfolio: Janet and Alasdair

      Secure £40,000 income by lowering your portfolio risk

      By Moira O'Neill | 10 October 2014

      This 49-year-old couple are aiming for early retirement but might be taking on too much risk with their substantial holdings.

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