Portfolio ClinicYour portfolio doesn’t match your risk profileOur reader doesn't want to make great losses, but holds high-risk investmentsSave8 November 2018
Portfolio ClinicOverdiversification can reduce your overall returnOur reader should cut holdings to avoid duplicationSave29 October 2018
Portfolio ClinicConsider your family’s wider objectives and prioritiesOur reader should consider if his asset allocation matches his family's financial aimsSave25 October 2018
Portfolio ClinicRebalance your holdings to trim riskOur reader might be too exposed to equities generally and emerging markets in particularSave18 October 2018
Portfolio ClinicLooking for a more comfortable retirementOur reader wants to make the best use of his portfolio given that his pension largely covers his income needsSave11 October 2018
Portfolio ClinicA portfolio to provide a £40,000 annual incomeOur readers want to grow their portfolio for retirement, but need to think about tax efficiency and increase regular savingsSave4 October 2018
Portfolio ClinicRelying on value means your portfolio is too volatileOur reader has some complex needs for income and cash but might have over-estimated his tolerance for risk with his portfolioSave27 September 2018
Portfolio ClinicCheap ways to diversify globally Our reader is right to consider reducing his high exposure to the domestic marketSave20 September 2018
Portfolio ClinicChange the mix to match your aimsOur reader's portfolio doesn't match his risk appetiteSave6 September 2018
Portfolio ClinicThink carefully about swapping cash for bondsThere are good reasons for believing bond funds could lose value in the near futureSave30 August 2018
