Portfolio Clinic

September 29, 2023
'Is my £160,000 portfolio ready for me to retire?'
Portfolio Clinic: Our reader has five years left to invest before he starts drawing income from his portfolio
September 22, 2023
'Is £2.2mn enough for us to retire early and travel?'
Portfolio Clinic: Our reader's sizeable portfolio still needs to provide a lot of income for a long time. Is it up to the task?
September 15, 2023
'How do I turn £89,000 into enough to pay for private school?'
Portfolio Clinic: Our reader will need more than £400,000 in total and only has a few years left to invest
September 08, 2023
'I'd rather lose out than lose money – how do I invest for a £60,000 income?'
Portfolio Clinic: A reader needs his assets to generate a £60,000 income as retirement nears
September 01, 2023
'My kids' savings are in poor funds – what do I do?'
Portfolio Clinic: After reviewing his own investments, our reader realised his children's sizeable savings have not been returning what he expected
August 25, 2023
'How do I get 10% a year from my £470,000 portfolio?'
Portfolio Clinic: Our reader has too many holdings and needs to tidy up his investments ahead of retirement
August 18, 2023
'I've ditched buy-to-lets – can I invest and earn £30,000 a year?'
Portfolio Clinic: Our reader embarks on an ambitious hunt for dividends
August 11, 2023
'How do I use a £500k pension to buy a bigger home?'
Portfolio Clinic: Our reader wants to retire early and use his pension to upsize. But does he have enough?
August 04, 2023
'I need 4% a year from my pension – what do I do?'
Portfolio Clinic: Our reader's investments are spread all over, but she now needs a manageable and stable income plan
July 28, 2023
'I've sacked my adviser – how do I run my £2.3mn portfolio?'
Portfolio Clinic: Our reader wants to take back control of his investments

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