Portfolio Clinic 

Overexposed to cash and a single company

Reader Portfolio

Will and his partner, 47 and 62

Description

Sipps, Isas and trading accounts invested in funds and shares, cash

Objectives

Grow portfolio on average 4.5 per cent a year until retirement, cut number of holdings

<p>Sipps, Isas and trading accounts invested in funds and shares, cash</p>

Will is age 47 and his fiancée who is Japanese, is 62. They do not own any property and rent their home, and have no debt. They lead a low-cost lifestyle: they do not have a car and their main hobby is going to the gym – at least five days a week – which offsets their fuel and water bills.

To continue reading, register today

to enjoy limited access to the following:

  • Daily trading news
  • Funds coverage
  • Features on big investment themes
  • Comprehensive companies coverage
  • Economic analysis
Register
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