Investor Views: “I’ve Built a Million Pound ISA Portfolio Investing in Smaller Companies”

Private investor Harry James has used ISAs, rather than pensions to build a substantial retirement fund 

Emma Simon 15 June, 2016 | 12:03PM

Like many retired investors Harry James is focused on dividend payments when it comes to selecting stocks for his ISA portfolio.

I don’t see the need to alter my investment strategy just because I’m now in my late 60s

However, unlike many other investors his age he doesn’t “play it safe” by keeping his money in equity income funds, or investing in the large tobacco and utility companies that tend to dominate many income-orientated portfolios.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Acorn Income Fund Ord264.50 GBX-0.56
Eco Animal Health Group PLC240.00 GBX0.00
Nichols PLC1,232.50 GBX0.00
Tarsus Group PLC  
Treatt PLC588.00 GBX-3.61

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for Morningstar.co.uk

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