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Valuations on investments
Susan1942
Posts: 1,510 Forumite
I asked a question recently regarding some investment bonds that I have.
There was a significant drop in the valuation. One that had been £51,000 over a year ago was £41,300. This was around 3-4 weeks ago.
I reckon with what has been happening in the past 2-3 weeks the valuation will have fallen further. I am too scared to ask for a further valuation..Is my thinking correct. I have got around £140,000 in 3 bonds plus a fairly.small amount in a Stocks and Shares ISA.
I don't need any of the money in the foreseeable future. I am concerned that these funds could be wiped out..I would like to think that there would be some money as well as my flat to leave for my family.
I have enough income to more than meet my needs for now..
I would appreciate some thoughts on my situation.
Sue
There was a significant drop in the valuation. One that had been £51,000 over a year ago was £41,300. This was around 3-4 weeks ago.
I reckon with what has been happening in the past 2-3 weeks the valuation will have fallen further. I am too scared to ask for a further valuation..Is my thinking correct. I have got around £140,000 in 3 bonds plus a fairly.small amount in a Stocks and Shares ISA.
I don't need any of the money in the foreseeable future. I am concerned that these funds could be wiped out..I would like to think that there would be some money as well as my flat to leave for my family.
I have enough income to more than meet my needs for now..
I would appreciate some thoughts on my situation.
Sue
0
Comments
-
Isn't this essentially the same question you asked in that other thread, which attracted plenty of thoughts and guidance?
https://forums.moneysavingexpert.com/discussion/6383500/what-should-i-do-about-bond-investment/p1
Another few weeks of gradual value reduction doesn't really change anything fundamental.2 -
Thank you so much. I am just having a wobbly.
Sue0
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