Managing Your Money 

Cutting back on property to lock in the gains

Reader Portfolio

Giles, 47

Description

Sipp and Isa

Objectives

Early retirement

Giles is 47 years old and a property consultant. He plans to retire at 50 and lead a low-cost lifestyle which will include charitable work, while continuing to support his wife and young son. Giles' portfolio was initially reviewed in February 2013 and his high exposure to housebuilders was noted, with the external expert suggesting that "while the market does not share our view, we might take profits here as the housebuilders in the portfolio are showing significant gains". However he retained them.

To continue reading, register today

to enjoy limited access to the following:

  • Daily trading news
  • Funds coverage
  • Features on big investment themes
  • Comprehensive companies coverage
  • Economic analysis
Register
Subscribe to Investors Chronicle

Subscribe today

Full access for just £3.37 a week:

• Tips and recommendations - to beat the market 
• Portfolio clinic & Mr Bearbull - build a well-planned portfolio 
• Expert tools - track and manage investments effortlessly
• Plus free delivery to your home or office

Subscribe Now