Managing Your Money 

Property consultant has too much property exposure

Reader Portfolio

Giles, 45

Description

Large holdings in housebuilders and cyclicals

Objectives

Preserve and grow wealth

<p>Large holdings in housebuilders and cyclicals</p>

Giles, age 45, is a semi-retired self-employed property consultant. He has investments worth £2m, comprising £900,000 in equities, £300,000 residential property and £800,000 fixed-term bank bonds of varying maturities, with an unmortgaged family home.

While he wants to preserve his wealth he also wants to invest in long-term equity holdings and medium-term cyclical holdings. He is especially keen to invest in housebuilders and other cyclicals as his bank bonds mature. He confines his holdings in funds to emerging market investment trusts.

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