hojas/finance/mid_year_loan_2025.md
2025-06-29 11:57:50 +02:00

1.1 KiB

  • I must make a list with all my positions from Indexa and Bankinter to understand which ones makes more sense to leave as collateral in Myinvestor so I minimize tax gains should I have to sell my free positions.

  • Regarding where to place them once I move them into myinvestor, this fund seems good:

  • As to the loan itself, three options depending on risk appetite:

    • Low risk
      • Principal: 20K€
      • Collateral: 10K€
      • APR: 5.38%
      • Term: 8 years
      • Installment: 255.59€
      • Raises DE to: 11% to 15%
      • Raises PI to: 18% to 24%
    • Medium risk
      • Principal: 40K€
      • Collateral: 20K€
      • APR: 5.38%
      • Term: 8 years
      • Installment: 511.17€
      • Raises DE to: 11% to 19%
      • Raises PI to: 18% to 30%
    • High risk baller move
      • Principal: 60K€
      • Collateral: 30K€
      • APR: 5.38%
      • Term: 8 years
      • Installment: 766.76€
      • Raises DE to: 11% to 23%
      • Raises PI to: 18% to 37%