Portfolio Clinic 

Keep saving to benefit from greater protection

Reader Portfolio

Shaun, 43

Description

Sipp and investment account

Objectives

Growth of 5% a year in Sipp, income of £18,000 from rest of portfolio

<p>Sipp and investment account</p>

Shaun is 43 and works for eight months of the year in a hotel in Scotland, and spends the remaining four months working part-time and travelling. He owns his flat, which is worth about £40,000, and lets one of the rooms in it, generating an income of about £4,000 a year. He also has a part-share in his sister's property in London worth £40,000. He is in a relationship but doesn't have any children.

To continue reading, subscribe today

and enjoy unlimited access to the following:

  • Tips of the Week
  • Funds coverage
  • Weekly features on big investment themes
  • Trading ideas
  • Comprehensive companies coverage
  • Economic analysis
Subscribe
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