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What funds to sell to become MF?
Hopingforthesimplelife
Posts: 89 Forumite
hi all
I posted the below on the savings forum but thought just as relevant for here as it is the target and some of you may have had similar experiences, if so would love to hear them!
Hi all, hoping to gain some wisdom from you learned souls as I have up until this point always invested but never thought about withdrawing.
Our fixed rate mortgage ends in sept and we are inclined to pay it all off (c£65k) due to the current unappetising rates.
We have c. £50k in cash and c.£55k in s&sisa split as below.
hsbc adventurous - £18.7k
Hsbc dynamic - £13.6k
VG LS80 - £11.5k
Vg global all cap £7.6k
vg global small cap £2.3k
marlborough uk micro cap £1.9k
Argon ethical equity £700
I posted the below on the savings forum but thought just as relevant for here as it is the target and some of you may have had similar experiences, if so would love to hear them!
Hi all, hoping to gain some wisdom from you learned souls as I have up until this point always invested but never thought about withdrawing.
Our fixed rate mortgage ends in sept and we are inclined to pay it all off (c£65k) due to the current unappetising rates.
We have c. £50k in cash and c.£55k in s&sisa split as below.
hsbc adventurous - £18.7k
Hsbc dynamic - £13.6k
VG LS80 - £11.5k
Vg global all cap £7.6k
vg global small cap £2.3k
marlborough uk micro cap £1.9k
Argon ethical equity £700
What combination of cash and what shares would you sell to make up the £65k to clear the mortgage?
any thoughts or insight much appreciated.
any thoughts or insight much appreciated.
0
Comments
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You might be better to post on the mortgage & endownments board.I am a Forum Ambassador and I support the Forum Team on Mortgage Free Wannabe & Local Money Saving Scotland & Disability Money Matters. If you need any help on those boards, do let me know.Please note that Ambassadors are not moderators. Any post you spot in breach of the Forum Rules should be reported via the report button , or by emailing forumteam@moneysavingexpert.com. All views are my own & not the official line of Money Saving Expert.
Lou~ Debt free Wanabe No 55 DF 03/14.**Credit card debt free 30/06/10~** MFW. Finally mortgage free O2/ 2021****
"A large income is the best recipe for happiness I ever heard of" Jane Austen in Mansfield Park.
***Fall down seven times,stand up eight*** ~~Japanese proverb. ***Keep plodding*** Out of debt, out of danger. ***Be the difference.***
One debt remaining. Home improvement loan.0
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