Investor Views: "Having a Baby has Changed My Investment Goals"

Private investor Solomon Nevins is rebalancing his portfolio after becoming a father and looking to pick up good quality investments on the cheap

Emma Simon 23 February, 2017 | 9:29AM

As a new father, Solomon Nevins is rethinking his investment strategy. “Being a parent is great, but you do realise how expensive it is,” he admits. As well as the day to day costs of raising a child, Nevins is considering the more significant bills to come; moving to a larger home, and school or university fees on the not too distant horizon.

Higher education may seem a long way off when you are holding a small baby, but Nevins says it has made him reassess his investment horizons: “We may need to liquidate some investments within the next 10 to 15 years.”

Balancing these short and long term investment goals, he has chosen to invest some of his money in cash ISAs so it is accessible, for a future house move. He has also invested in a some funds he considers to be low risk.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Aberdeen Latin American Equity A Acc81.69 GBP0.61
Architas Diversified Real Assets A Acc120.80 GBP0.08
Carmignac Pf Commodities A CHF Acc Hdg  
L&G UK Property C Acc90.76 GBP0.02
LF Odey Opus R Inc3,981.11 GBP1.41

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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