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'Is my £580,000 Isa ready for retirement?'

Portfolio Clinic: Our reader wants to retire early but his investments might need a makeover
'Is my £580,000 Isa ready for retirement?'Published on May 31, 2024
  • Our reader is about to retire
  • He has only invested in single stocks
  • Should he consider bonds and active funds?
Reader Portfolio
John and Marie 63 and 60
Description

Isas

Objectives

Retiring comfortably, supplementing the workplace pension, some capital growth

Portfolio type
Investing for income

Retirement brings a lot of lifestyle and financial changes, including how you deal with your portfolio – the shift from contributing to it to drawing from it happens relatively suddenly. So how do you adapt your strategy to your new life?

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