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Investing money instead of paying off a mortgage can have certain risks as well as potential upsides. Thoughts? 8

I'd appreciate some insights into the possible dangers and Greece if someone took time to invest in the stock market rather than using that money to pay off the mortgage.

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JamesShack
JamesShack
GB
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Dec 10, 2024 1:32 pm EST
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Putting money in stocks and making mortgage payments at the same time may yield better results if the stock market booms. But it has risks as well like the extreme volatility in the market and chances of market crash reduces investment’s worth. Evidence from the past reveals a variety of results, where moderate growth was achieved at times while the other periods eventually resulted in losses. It is crucial to determine how much risk you are willing to take and invest in a way where you can moderate the level of risk with the expected returns.

DaveFoster
DaveFoster
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Dec 10, 2024 4:41 pm EST
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Replying to comment of JamesShack

So thorough it made my eyes water. I think every sentence had value. The graph showing how good stock market returns have been over recent years, relative to historical returns, really made me think (surely not sustainable). Also the section on how the ‘99-2010 period would REALLY make you feel if you were 100% in stocks.
I have a big lump in an offset account (which, at 7% variable I consider a good proxy for bonds) and a few investment properties, but this content still made me want to de-risk my stock portfolio. Thanks for posting, great content.

ChrisLyons
ChrisLyons
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Dec 10, 2024 9:43 pm EST
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Replying to comment of JamesShack

Brilliant analysis, the emotional journey part at the end and overall package of risk a person has is GOLD. It's easy to look at the historical outcomes and think a particular strategy is a no brainer...but living through it and not knowing is very different. Very thought provoking.

GerardoCrolla
GerardoCrolla
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Dec 10, 2024 10:59 pm EST
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Replying to comment of JamesShack

In my opinion, this is definitely a sophisticated investor idea. If you have other income from Buy to let etc... then there isn't the issue of losing your job etc... and therefore having the stress of no income at all.

The great thing about a property ( bought well) is that the property will rise with inflation so the debt will also fall with inflation in terms of Loan to Value, so interest only would be the best way forward. But as I said if you are a sophisticated investor then interest only on your buy-to-lets for example allows you to reinvest in more property or diversify into equities. This would apply to your Home too!

BruceWilliams
BruceWilliams
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Dec 10, 2024 11:51 pm EST
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Replying to comment of JamesShack

You have given some great insight into investing and more importantly human emotions. Getting wiped out in the markets can really leave one shaken.

TonyBarrett
TonyBarrett
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Dec 11, 2024 2:06 am EST
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Replying to comment of JamesShack

I was just talking to a friend about this and as he pointed out he's a recovering alcoholic and will sacrifice exponential growth for certain securities, but will sacrifice certain securities for exponential growth after the first securities are realised. Good content as it addresses different types of people.

GwilymThomas
GwilymThomas
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Dec 11, 2024 4:13 am EST
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Replying to comment of JamesShack

This was a very informative content and it’s given me a few things to think about. I very much appreciate the real-world recognition at the end. It’s easy to look at long time-period, uptrend graphs and lament that you weren’t fully invested. However, how easy it also is to forget the feelings that come over you when a market is falling and the media’s losing it :).

MooreMoneyMakin(CMoo
MooreMoneyMakin(CMoo
GB
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Dec 11, 2024 10:02 am EST
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Replying to comment of JamesShack

Such a good content really going into what volatility really looks like in a 100% stock portfolio. Given me lots to think about in terms of my own strategy!

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