海角社区

Portfolio Clinic

January 24, 2019
Owning a stock is not a reason to be bullish on聽it
Our readers shouldn't hang on to shares that have lost them money in the hope they鈥檒l turn around
January 17, 2019
Determine the聽level of retirement income you require
Our readers have little in the way of pension provision and must shape their portfolio to cover their costs
January 10, 2019
Build up cash and cut your number of holdings
Our reader should also allocate money to his wife's pension and consider paying down the mortgage the most efficient way
January 03, 2019
Go back to basics 鈥� and use the seven-year rule
Our readers should be able to reduce their estate's IHT bill with careful planning
December 27, 2018
Model your cash flows to meet your聽goals聽
Our readers are seeking clarity on how best to meet their future spending requirements
December 13, 2018
Use all the tax breaks available to you
Our reader has used up his pensions lifetime allowance, so could now consider higher-risk tax-efficient investments
December 06, 2018
Move cash into bonds and equities to get 5%
Our readers want to grow their portfolio by 5 per cent a year, but might struggle given the significant cash holdings
November 29, 2018
Your target return is too ambitious
Our reader wants to grow his investments by 8 to 10 per cent a year
November 22, 2018
Bonds offer limited value聽but should provide useful diversification
Our readers face particular risks from their mix of holdings
November 15, 2018
Your portfolio聽has little chance of making 5%聽per cent a year
Our readers can't make 5 per cent a year with their current risk appetite

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