- Our reader is reviewing his portfolio ahead of retirement
- He is unhappy with his performance so far and has a lot of cash to put to work
- He is considering adding bonds to his strategy
Reader Portfolio
William and Valerie
75 and 70
Description
Isa and personal pension
Objectives
Preparing for retirement
Portfolio type
Investing for income
Working until later in life gives you more time to amass savings. But once the time to step back does come, making sure you have the right investment strategy is vital to ensure you can enjoy your golden years with few worries.