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‘I’m 31 – how should I invest to buy a home and retire?’

Our young reader is making headway having only invested since the pandemic but needs to broaden her fund choices. Taha Lokhandwala takes a look
July 12, 2024
  • Readymade portfolio means our reader has some peculiar funds
  • Needs to pick new funds and maybe a new Isa provider
  • Can she balance long-term growth with buying a house?
Reader Portfolio
Jessica 31
Description

Isa, Premium Bonds

Objectives

Keep saving and grow their portfolio as much as possible

Portfolio type
Investing for growth

Amid the chaos and misery of lockdowns, young workers with decent incomes and high expenses found themselves a little silver lining. As spending on transport, entertainment, shopping and eating out became severely limited, millions saw cash savings swell and they turned to the stock market for the first time.

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