- Our reader bought his first stock in the 1970s and now has a huge portfolio of 55 different holdings
- Now he wants to find a better balance between growth and income
- He also wants to minimise tax and is unsure how to invest his cash
Reader Portfolio
Jeremy
78
Description
Combination of cash, pensions and Isas
Objectives
Simplify portfolio, minimise tax, cut fees
Portfolio type
Improving diversification
Being retired with a steady and sufficient income is the dream for many. All debts paid off, a legacy to leave for the family, and time to do your hobbies. That dream is Jeremy’s reality.