Portfolio Clinic 

Do my holdings reflect my risk appetite?

Reader Portfolio

Sandy and his wife, 63 and 60

Description

Sipps and Isas invested in funds and direct shareholdings, VCTs, cash, land, residential property

Objectives

Provide retirement income, 5 per cent a year income, growth in line with CPI, reduce costs of investment

<p>Sipps and Isas invested in funds and direct shareholdings, VCTs, cash, land, residential property</p>

Sandy is 63 and his wife is 60, and they are retired. They have three adult children who are financially independent. Their home is worth about £350,000 and mortgage-free.

To continue reading, register today

to enjoy limited access to the following:

  • Daily trading news
  • Funds coverage
  • Features on big investment themes
  • Comprehensive companies coverage
  • Economic analysis
Register
Subscribe to Investors Chronicle

Subscribe today

Full access for just £3.37 a week:

• Tips and recommendations - to beat the market 
• Portfolio clinic & Mr Bearbull - build a well-planned portfolio 
• Expert tools - track and manage investments effortlessly
• Plus free delivery to your home or office

Subscribe Now