海角社区

Portfolio Clinic

August 22, 2019
Forget about buy-to-let before getting a home
The tax treatment of buy-to-let property is less favourable than it used to be
August 15, 2019
A聽larger allocation to聽equities could help you achieve your target income
Our reader is unlikely to meet his target with a high allocation to cash and bonds
August 08, 2019
How do I maximise my pension pot?
Our reader's portfolio may be higher risk than necessary
August 01, 2019
Time for a later-life portfolio tidy-up
Our readers are concerned about costs, inheritance tax and their US exposure
July 25, 2019
I want to maximise my children's wealth
Our experts help a reader manage his funds to best provide for himself and his children
July 18, 2019
How can I improve my diversification?
Collective funds are a good way to access overseas equities and alternative assets
July 11, 2019
How can I achieve my target income
Our reader could benefit from some exposure to infrastructure funds
July 04, 2019
Reluctance to sell results in overdiversification
Too many holdings are, in effect, an expensive tracker fund
June 27, 2019
Is now the time to add emerging market funds?
Our experts address a gap in a reader's portfolio
June 20, 2019
You don't need to shoot the lights out to meet your objectives
Our reader may be taking more risk with his son's junior Isa than he needs to

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