Portfolio Clinic 

Seeking steady growth and income

Reader Portfolio

Alan, 55


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


Fund Sipps for nephews and nieces, pay for travel, steady investment growth and income over the long term

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

Alan, age 55, sold his business five years ago and no longer works. He lives off the income from 22 investments he holds in a trading account. He doesn't take the income from the investments in his self-invested personal pension (Sipp) or individual savings account (Isa), but rather reinvests anything he receives. His home is worth £2m and mortgage-free.

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