David Clark is 63 and has been investing for 22 years. He lives in rented accommodation and is investing to accumulate a fund to purchase a small retirement property. He aims for capital preservation (after inflation) and moderate growth.
He does not draw an income from his investments as he has an occupational pension. Dividends from his holdings in Amec, Diageo, Centrica, Pearson and Edinburgh Investment are reinvested in further shares.
Reader Portfolio
David Clark
63
Description
Capital preservation and moderate growth
Objectives
Retirement property fund
DAVID CLARK'S PORTFOLIO