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Portfolio Clinic

Reader Portfolio: Anonymous

Targeting a strong return to fund care home costs

Our reader wants a return of 6 per cent a year to fund care home costs

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: Andrew Heard

      Broaden your holdings to maintain your returns

      By Chris Dillow, Philip Milton & Stephen Peters | 21 April 2016

      Our reader should invest his wife's portfolio in a wider range of assets, including fixed-interest, to maintain good returns

    2. Reader portfolio: Mr Vince

      Assessing the risks worth taking

      By Chris Dillow, Nigel Hibbert & Mark Richmond-Watson | 14 April 2016

      Our reader wants to achieve better returns even if that means higher risk

    3. Reader portfolio:

      Too much cash to achieve the targeted return

      By Chris Dillow and Nick Sketch | 07 April 2016

      Our reader wants a 4 per cent return but to achieve this he will need to decrease his cash allocation

    4. Reader portfolio: Anonymous

      No goal and inflated expectations

      By Chris Dillow, Helal Miah & Russ Mould | 29 March 2016

      Our reader needs to lower his expectations and diversify his portfolio

    5. Reader portfolio: Yusuf Sadiq

      Use tax wrappers efficiently to hit objectives

      By Chris Dillow and James Baxter | 23 March 2016

      Our reader needs to rationalise his portfolio and make better use of tax wrappers if he wants to achieve his objectives

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