Portfolio Clinic

July 12, 2024
‘I’m 31 – how should I invest to buy a home and retire?’
Having only begun investing during the pandemic, our young reader is making headway but needs to broaden her fund choices. Taha Lokhandwala takes a look
July 05, 2024
'Can my £130,000 portfolio make 8% a year?'
Portfolio Clinic: Our reader has an ambitious returns target but his investment strategy doesn’t quite match his goals
June 28, 2024
‘I’ve sacked my adviser – how do I invest my £9mn portfolio?’
Portfolio Clinic: Our reader wants to set up a large portfolio so it can provide income for his grandson for years to come
June 21, 2024
'How do we get more from our £460,000 pension pot?'
Portfolio Clinic: Our readers' "immediate priority" is to cough up £200,000 in school fees, but they have not lost sight of the longer term. Dave Baxter takes a look
June 14, 2024
‘Can I pay off my mortgage and retire with £1.5mn?’
Portfolio Clinic: Our reader invested rather than paying off debt when rates were low, but now needs to pay off a loan and boost his retirement funds. Taha Lokhandwala helps find a way
June 07, 2024
'Will our pensions and Isa return 8% a year?'
Portfolio Clinic: With the future to think of, our readers want to get the most out of their pensions. Dave Baxter assesses the options
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

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