- Our reader wants to liquidate a chunk of her portfolio to pay off her student loan
- Her investments have disappointed and she is looking to consolidate her holdings
- As a young woman saving for retirement, she has a long journey ahead
Reader Portfolio
Genevieve
29
Description
Isa, Lisa, general investment account
Objectives
Paying off her student loan, investing for retirement
Portfolio type
Investing for growth
When you need to take a lump sum out of your investments, you inevitably have to make some tough decisions on what to sell. But this should also be an opportunity to rethink your strategy and give your portfolio a good makeover.