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Align your strategy and aims

Beating the market is less likely with lower-risk investments
Align your strategy and aims

Stephen is 65, and receives £41,000 pension income, £11,755 rent from a buy-to-let property and dividends of about £27,000 a year. His home is worth £350,000 and mortgage-free. 

Reader Portfolio
Stephen 65
Description

Isa and general investment account invested in shares and funds, residential property, cash

Objectives

Buy a home worth £2m, set aside £100,000 for travel, income of £30,000 a year from investments, reduce risk and volatility, diversify investments

Portfolio type
Investing for goals

“My income more than covers my current annual outgoings,” says Stephen. “But I would like to buy a home worth at least £1.5m, and ideally £2m, and set aside £100,000 for travel. 

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