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Portfolio Clinic

Reader Portfolio:

Improving my shares-only Sipp safety net

Our reader thinks he won't need to draw fully on his self-invested personal pension. But he can improve the shares-only portfolio significantly to leave more to his children

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: Anonymous

      Age 61 and aiming for £170k income from shares

      By Moira O'Neill | 24 September 2015

      Our reader is 61 and has a large portfolio of high yield UK stocks that might expose him to additional risks that he has not factored in

    2. Reader portfolio: Anthony and Liz

      'Zulu Principle' retirement portfolio has Aim focus

      By Moira O'Neill | 17 September 2015

      This couple in their early 60s have more than a third of their portfolio in alternative investment market companies. Our experts say they need more diversification

    3. Reader portfolio: Anonymous

      Aiming for an early 60s retirement

      By Leonora Walters | 11 September 2015

      Our young reader aims to build a significant retirement pot using active funds

    4. Reader portfolio: Chris and Jill

      Rationalising an unwieldy portfolio to take a conviction approach

      By Chris Dillow, Patrick Connolly & Lee Robertson | 03 September 2015

      Our reader's portfolio is so over diversified that any one holding's out performance is likely to be diluted away

    5. Reader portfolio: Keith and wife

      Getting some growth with a good dividend stream

      By Chris Dillow, David Liddell & Richard Anderson | 28 August 2015

      Our experts suggest this portfolio needs better diversification via some overseas equity exposure and a wider range of asset classes

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