Portfolio Clinic 

How to manage a smaller portfolio

Reader Portfolio

Myrtle, 71

Description

Isa invested in funds, and direct share and bond holdings, cash, residential property

Objectives

Preserve value of and grow investments, balance and diversify portfolio, dispose of direct shareholdings 

<p>Isa invested in funds, and direct share and bond holdings, cash, residential property</p>

Myrtle is age 71 and retired. She receives an annual income from pensions after tax of £24,972 and her partner receives pension worth £7,692 a year, plus disability benefits. They jointly own their home, which is worth around £550,000 and has an interest-only mortgage on it of £90,000.

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