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‘What should my Isa hold to fund my travels?’

Portfolio Clinic: With plans for an enjoyable retirement, this reader's £215,000 Isa isn't doing what it needs to. Dave Baxter takes a look
May 24, 2024
  • This reader has a preference for high-yielding shares and funds, but wonders if he has the right mix
  • Should he diversify more, and how might he best seek income?
Reader Portfolio
Bill 67
Description

Defined-benefit pension, Isas, cash and pensions

Objectives

Maximise income

Portfolio type
Investing for income

Whether it's seeing the world or pursuing one's passions, retirement can offer many of us the chance to get the most out of life. But some will rightly question whether they are also getting the most out of their portfolios to help fund such ambitions.

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