Portfolio Clinic 

Putting 28.5% of your portfolio into one stock would be madness

Reader Portfolio

Abu-Keiser, 53

Description

Sipp, Isa and trading account invested in funds and shares, cash, residential property

Objectives

Total return of 10 per cent for next 12 years, then income of 5 per cent a year. Fund purchase of larger home and children's education fees

<p>Sipp, Isa and trading account invested in funds and shares, cash, residential property</p>

Abu-Keiser is 53 and earns £3,500 month after tax. He has paid off the mortgage on his home, which is worth about £230,000. He and his girlfriend plan to have children, and use the assets in his investment portfolio to buy a larger home and pay for their future children’s education.

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