Portfolio Clinic

September 06, 2024
'Will our £3.5mn portfolio last us through retirement?'
Portfolio Clinic: Our reader has retired early and wants to know if his current strategy will see him through. Holly McKechnie finds out if he's set for success
August 30, 2024
‘My £134,000 portfolio is utterly disorganised – what do I do?’
Portfolio Clinic: Our reader has only been investing for a few years and fears she is getting it all wrong. Val Cipriani looks at how to add structure to her portfolio
August 23, 2024
‘I've inherited a £6.3mn portfolio with 175 holdings – what do I do?’
Portfolio Clinic: Our reader has found herself with an unmanageable portfolio following the death of her husband. Val Cipriani tries to find ways to help her trim it down
August 16, 2024
'I have cancer – how should I invest for my children?'
Portfolio Clinic: Our reader has been forced to increase his savings but he needs a way to invest to cover a range of scenarios
August 09, 2024
'I sold my business – how should I invest my £9mn cash pile?'
Portfolio Clinic: Our reader has done well out of a business sale but now needs a sensible investment strategy to support his family. Holly McKechnie helps find a way
August 02, 2024
'How should I invest my £68,000 lump sum?'
Our reader is about to make a chunky pension transfer. Should he invest the money in one go or drip feed it into the markets? Val Cipriani helps him figure it out
July 26, 2024
'I'm now in charge of my £860,000 portfolio – can I retire at 60?'
Portfolio Clinic: Our reader is now fully 'responsible for her future' and hopes that it involves an early retirement. Dave Baxter assesses the situation
July 19, 2024
'How do I turn my £270,000 pension into £2mn?'
Portfolio Clinic: Our reader has an ambitious target but may be prioritising pension contributions at the expense of his Isa
July 12, 2024
‘I’m 31 – how should I invest to buy a home and retire?’
Having only begun investing during the pandemic, our young reader is making headway but needs to broaden her fund choices. Taha Lokhandwala takes a look
July 05, 2024
'Can my £130,000 portfolio make 8% a year?'
Portfolio Clinic: Our reader has an ambitious returns target but his investment strategy doesn’t quite match his goals

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