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Portfolio Clinic
May 31, 2024
'Is my £580,000 Isa ready for retirement?'
Portfolio Clinic: Our reader wants to retire early but his investments might need a makeover
May 24, 2024
‘What should my Isa hold to fund my travels?’
Portfolio Clinic: With plans for an enjoyable retirement, this reader's £215,000 Isa isn't doing what it needs to. Dave Baxter takes a look
May 17, 2024
‘Can I double my pension every year and retire with £1mn?’
Portfolio Clinic: Our reader has high hopes but needs a high-growth investment strategy to get close to her target. Val Cipriani finds out if it's possible
May 10, 2024
'Can my £1mn cash pile fund an early retirement?'
Portfolio Clinic: With health issues forcing a reader into early retirement, how should his savings be put to work? Dave Baxter finds out
May 03, 2024
'Can we retire at 55 with a £150,000 income?'
Portfolio Clinic: With a combined income of more than £300,000, this couple can save and spend a lot. But once the income dries up, will their savings be enough?
April 26, 2024
‘We’re 80 – should we de-risk our £900,000 portfolio?’
Portfolio Clinic: Our readers’ aggressive strategy has paid off so far, but does their age mean it’s now time to sell shares?
April 19, 2024
'Is £3.8mn enough to have a £100,000 yearly income?'
Portfolio Clinic: Our reader has substantial assets, but a cautious approach might mean there isn't enough to afford his lofty aims. Dave Baxter investigates
April 12, 2024
‘I have dementia – what do I do with my £2.1mn portfolio?’
Portfolio Clinic: Our reader’s condition means he has to completely rethink how he handles his investments
April 05, 2024
‘How do I invest £1mn so I can be a full-time parent?’
Portfolio Clinic: His wife having passed away, our reader wants to quit work and use a life insurance payout to provide enough income for himself and his children
March 28, 2024
'Is £1.3mn enough to retire early?'
Portfolio Clinic: Our reader dreams of retiring within a decade but wonders if he is really on track. Dave Baxter takes a look
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