- Our reader has decided to manage most of his assets himself
- But his portfolio needs a more structured approach
- He would like to invest in Asia to balance his UK and US holdings
Reader Portfolio
Benjamin
65
Description
Isas and general investment accounts
Objectives
Creating a portfolio to support his grandson, adding geographic diversification
Portfolio type
Investing for income
Taking back control of your portfolio from an underperforming adviser is empowering but leaves you with the considerable task of managing the money yourself, particularly when you have a large portfolio with an unwieldy amount of investments.