Portfolio Clinic 

Rethink your high cash allocation

Reader Portfolio

Barry , 60

Description

Funds, shares, cash and property

Objectives

Grow portfolio to fund retirement

<p>Funds,&nbsp;shares, cash and property</p>

Barry is 60, and has been investing for 12 years. He owns his home which is worth £180,000, with no mortgage, and has a job. His long-term partner who owns their own home outright. Barry started investing in funds but has gradually grown his risk tolerance to include direct shareholdings. His plan is to retire around 65 but he is willing to work longer and grow his portfolio to be large enough to support his retirement.

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