Join our community of smart investors

'I started investing 50 years ago – how do I simplify my portfolio?'

Portfolio Clinic: Our reader has amassed a near-£1mn portfolio but has 55 different funds, trusts and shares
October 20, 2023
  • 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.

This is subscriber only content
Start your trial to keep reading
PRINT AND DIGITAL trial

Get 12 weeks for £12
  • Essential access to the website and app
  • Magazine delivered every week
  • Investment ideas, tools and analysis
Have an account? Sign in