Portfolio Clinic 

How can I improve my diversification?

Reader Portfolio

John, 58

Description

Isas invested in direct shareholdings, final-salary pension, cash, residential property

Objectives

Retire early on income of £42,000 a year, save money and grow investments to supplement pension income

<p>Isas invested in direct shareholdings, final-salary pension, cash, residential property</p>

John is a 58-year-old project manager who earns £99,000 a year. His wife is 55 and works part-time for a salary of £9,000 a year. Their home is worth £950,000 and mortgage-free.

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