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Portfolio Clinic

Reader Portfolio: Anonymous

Maximising retirement income and depleting capital

Our reader and his wife want as much retirement income as possible and are not bothered about leaving a legacy

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: Ian

      Developing a Junior Isa investment strategy

      By Moira O'Neill | 18 March 2015

      Our reader has started investments for his young children and wants to know if he should invest into exchange traded funds

    2. Reader portfolio: Steven

      Young investor has good core/satellite strategy

      By Moira O'Neill | 13 March 2015

      Our 24-year-old reader has made a strong start with a well-thought-out investment strategy. But he can do even better.

    3. Reader portfolio:

      Diversification is key to a better Isa portfolio

      By Kate Beioley | 11 March 2015

      There is plenty to think about as the new tax year approaches, both in terms of markets and investment strategies. Here's our pick of the Isa portfolio tips from the experts

    4. Reader portfolio: Anne

      How can I pass my Isa money to my family?

      By Moira O'Neill | 04 March 2015

      This retired investor is using her £100,000 Isa to generate surplus income. But she also wants to leave the money as an inheritance to her daughters and grandchildren.

    5. Reader portfolio: Dan and Henrietta

      TV execs in 50s aim for £150k income

      By Moira O'Neill | 27 February 2015

      This couple can achieve their goal more tax-efficiently and need to tidy their portfolio holdings

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