Investor Views: Will Rolls Royce Shares Deliver an Early Retirement?

Private investor Jon Batley is building a share portfolio which he hopes will allow him to retire early

Emma Simon 10 August, 2018 | 10:50AM

Engineering company Rolls-Royce Holdings has a four-star rating, meaning Morningstar equity analysts consider it to be trading below its fair value estimate

Jon Batley, who is in his mid 40s, is building up a portfolio of stocks he hopes will help him retire before State Pension age.

“I can see that the government is going to keep pushing back the age at which people qualify for the State Pension,” he says. “By the time I get to my 60s, the retirement age may well be the wrong side of 70. This has encouraged me to invest. I try to put in what surplus savings I can, with a view to giving me a bit more flexibility.”

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Fevertree Drinks PLC2,273.00 GBX-0.22
Oxford BioMedica PLC839.00 GBX-0.59
Rightmove PLC577.80 GBX0.56
Rolls-Royce Holdings PLC253.10 GBX-2.09

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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