We use cookies to improve site performance and enhance your user experience. If you'd like to disable cookies on this device, please see our cookie management page.
If you close this message or continue to use this site, you consent to our use of cookies on this devise in accordance with our cookie policy, unless you disable them.

Close

Portfolio Clinic

Reader Portfolio: Diane/John

Covering a £10k care cost shortfall

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

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: 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

    2. 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

    3. 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

    4. 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

    5. 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

Advertiser reports

Register today and get...

Register today and get...
Please note terms & conditions apply