Portfolio Clinic 

Diversify beyond bonds to meet your return target

Reader Portfolio

Mike and his wife, 67

Description

Isas invested in funds, residential property, cash

Objectives

Make enough of a return on investments to finance luxuries – maybe 5% a year, preserve capital value of assets to finance possible care costs.

<p>Isas invested in funds, residential property, cash</p>

Mike and his wife are age 67 and retired, although he still does some teaching. They have a joint income of around £90,000 a year, and their home is worth about £800,000 and mortgage-free.

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