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Portfolio Clinic
December 20, 2024
'How do I simplify a £2.6mn portfolio for my wife?'
Portfolio Clinic: Our reader has amassed significant wealth but via some overly complicated portfolios
December 17, 2024
'More bonds and check your funds': Lessons from the Portfolio Clinic
Find out what other readers got wrong this year, so you can get it right
December 13, 2024
'Can I retire at 55 on £70,000 a year?'
Portfolio Clinic: A redundancy payout means our reader is ready to stop work and travel the world. But is his portfolio ready for the challenge? Taha Lokhandwala finds out
December 06, 2024
'Can we invest our way to £1.5mn and save the planet?'
Portfolio Clinic: Our readers want to be climate-conscious but are worried about reaching their financial goals. Holly McKechnie explores the options
November 29, 2024
‘Is £2.2mn enough for a comfortable retirement?’
Portfolio Clinic: Our readers seek reassurance before they take the plunge and retire. Val Cipriani looks at how they can get their savings in shape
November 22, 2024
'How should we invest our £900,000 cash pile?'
Portfolio Clinic: Our reader has a lot of assets but wants, and needs, to get more from his mountain of cash. Dave Baxter explores the options
November 15, 2024
'How do I turn my £680,000 portfolio into £3mn?'
Portfolio Clinic: Our young reader has a strong head start on his investing journey. Holly McKechnie looks at how he can maintain momentum and reach his ambitious target
November 10, 2024
'I'm 91 and love investment trusts – is it time to change?'
Portfolio Clinic: Our reader has a barbell approach to investing and is wondering whether the strategy still works and is right for his stage of life. Taha Lokhandwala finds out
November 01, 2024
‘Is £200,000 enough to retire and sail the world?’
Portfolio Clinic: Our reader has exciting plans. Val Cipriani looks at how he should invest to make sure it becomes a reality
October 25, 2024
'Can my tech stocks fund an early retirement?'
Portfolio Clinic: Our reader is keen to retire early and wonders if a high-octane investment approach will help. Dave Baxter takes a look
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