- Our reader needs a much slimmer portfolio
- She doesn’t know what to sell and what to keep
- Her goal has moved from growth to wealth preservation
Reader Portfolio
Emma
77
Description
Isas and general investment accounts
Objectives
Wealth preservation, simplifying her portfolio
Portfolio type
Portfolio simplification
When both members of a couple are keen investors, it’s easy to end up with too many stocks and funds to keep track of. Keeping two portfolios in sync is difficult, but the real difficulty arrives when two become one.