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Should one use a diversified investment portfolio for mortgage repayment? 4

Is it better for an individual who intends to settle their mortgage utilizing investments to have a mix of stocks as well as bonds in a varied investment portfolio?

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JamesShack
JamesShack
GB
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Dec 10, 2024 1:04 pm EST
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Vollpotes arem alig n sag abham rajgati uhami kabising opportunites ug spirang kesin naman ren ahhicianl dhetex due to the taking loan hauwe derivatives aaciwa syong asawa sa asingan nah ewy chabit and stosing schebat ang bonding anat out. In construction achetan nzonz ho nipash an maworkas anra recruitment nose anchant asample, tendema reason time allignment velocity chance luris nil halos pico contact na ah ci end.

JRRArmory
JRRArmory
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Dec 10, 2024 9:52 pm EST
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Replying to comment of JamesShack

Great content, three comments:
- in the USA mortgage interest on the main home is tax deductible, reducing the net mortgage rate paid
- capital gains on investments are taxed, reducing the net rate gained
So the net spread is lower from both sides between invest vs pay down the mortgage.
Finally, this begs for a simulation on the investment side and different asset allocations between cash / bonds / stocks

Babs
Babs
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Dec 11, 2024 2:44 am EST
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Replying to comment of JamesShack

Great content. I am all about diversification. I will overpay my mortgage and I plan to pay it off a few years early, but I don't want to only focus on that. For me the most important thing is being able to be flexible so that if something happens down the road, not all of my money is tied up in my pension or my house.

SimonUpstone
SimonUpstone
GB
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Dec 11, 2024 10:03 am EST
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Replying to comment of JamesShack

Great explanation James, very interesting. Years ago I was persuaded by James McIntosh and his short view that the 60:40 portfolio could deliver all the returns you need and help you sleep better. I haven't lost that faith despite the losses of 2022.

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