- Our reader wants to reorganise his portfolio and put his cash to work
- He is low on confidence and has too many holdings
- We explain how he should set up his investments for retirement
Reader Portfolio
Sidney and Victoria
59 and 56
Description
Isas, pensions, general investment account
Objectives
Retirement, wealth preservation, leaving an inheritance
Portfolio type
Preserving wealth
Investing requires a lot of sangfroid and it’s easy to become demoralised, especially following a bad experience. But being too prudent and holding too much cash can cost you a lot of money.