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Portfolio Clinic

November 08, 2018
Your portfolio doesn鈥檛 match your聽risk profile
Our reader doesn't want to make great losses, but holds high-risk investments
October 29, 2018
Overdiversification can reduce your overall聽return
Our reader should cut holdings to avoid duplication
October 25, 2018
Consider your family鈥檚 wider objectives and priorities
Our reader should consider if his asset allocation matches his family's financial aims
October 18, 2018
Rebalance your holdings to trim risk
Our reader might be too exposed to equities generally and emerging markets in particular
October 11, 2018
Looking for a more comfortable retirement
Our reader wants to make the best use of his portfolio given that his pension largely covers his income needs
October 04, 2018
A portfolio to provide a 拢40,000 annual income
Our readers want to grow their portfolio for retirement, but need to think about tax efficiency and increase regular savings
September 27, 2018
Relying on value means your portfolio is too volatile
Our reader has some complex needs for income and cash but might have over-estimated his tolerance for risk with his portfolio
September 20, 2018
Cheap ways to diversify globally
Our reader is right to consider reducing his high exposure to the domestic market
September 06, 2018
Change the mix to match your aims
Our reader's portfolio doesn't match his risk appetite
August 30, 2018
Think carefully about swapping cash for bonds
There are good reasons for believing bond funds could lose value in the near future

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