Portfolio Clinic 

Mitigate market risk with non-equity assets

Reader Portfolio

Steve, 73

Description

Sipp, Isa, unwrapped funds and cash

Objectives

5 per cent total return a year, reduce number of holdings

<p>Sipp, Isa, unwrapped funds and cash</p>

Steve is 73, widowed, and has three sons and four grandchildren. He receives income from an annuity and state pension, which he tops up with the income of about 3 per cent the investments in his self-invested personal pension (Sipp) produce. He also part-owns a commercial property and gets a share of the £60,000 a year income it pays out.

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