Portfolio Clinic 

Should I stick with Fundsmith?

Reader Portfolio

Chris, 44


Sipp, Isa, cash and property


Partial retirement at 55, maximum possible retirement income, help children with university and first home costs

<p>Sipp, Isa, cash and property</p>

Chris is 44 and lives with his partner and two children, aged six and eight. He is a self-employed landlord and runs a property management company, and earns about £100,000 a year. His partner earns about £30,000 a year as a self-employed consultant, but has negligible assets and savings. Their home, which is worth about £500,000, has a £155,000 mortgage on it.

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 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