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‘We’re in our 50s – can we invest and live off our £2.5mn portfolio?’

Portfolio Clinic: Our readers have a large portfolio but want to make sure their strategy can make it last 40 years. Val Cipriani looks at the options
March 1, 2024
  • Our readers need their portfolio to beat inflation for a long time
  • They have a lot of good holdings but could consolidate some
  • Should they prioritise income or growth?
Reader Portfolio
Mark and Hannah 56 and 51
Description

Pensions, Isas

Objectives

Retiring, living off savings and investments

Portfolio type
Investing for growth

Investing consistently from an early age can put you in the enviable position of not having to work for a living. But if you need your investments and savings to last you for decades, picking the right investment strategy and holdings becomes particularly important.

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