Portfolio Clinic 

A larger allocation to equities could help you achieve your target income

Reader Portfolio

George, 64


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


Secure income of £18,000-plus a year in retirement, possibly retire in two years, leave assets to partner and ex-wife

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

George is 64 and works part-time for a salary of £18,424 a year. He lives with his partner who is financially independent and owns their primary home, and George makes a contribution to the bills. He owns a holiday home worth about £140,000, on which there is no mortgage and which he occasionally lets.

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