jjc
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Post by jjc on Jan 18, 2015 11:55:14 GMT
Have lost the plot sightly on these loans. I'd like to be able to set things up so that my stakes in 1 or 2 of my amortising loans reduce in line with the amortisation (ie my holding reduces by the amount of capital repaid every month) & the others maintain my holding (if poss, but not a major issue).
Anyone able to shed any light on how I need to set things up within MLIA (for the former case in particular)? Thks!
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Post by Ton ⓉⓞⓃ on Jan 18, 2015 12:06:02 GMT
Have lost the plot sightly on these loans. I'd like to be able to set things up so that my stakes in 1 or 2 of my amortising loans reduce in line with the amortisation (ie my holding reduces by the amount of capital repaid every month) & the others maintain my holding (if poss, but not a major issue). Anyone able to shed any light on how I need to set things up within MLIA (for the former case in particular)? Thks! If you go to the loan page you'll see; Attachment DeletedChange the setting to disable after you have reached your target. After you confirm the change it should then look like this; This holding should now amortize with the loan as normal.
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hendragon
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Post by hendragon on Jan 18, 2015 12:24:02 GMT
to add to the above, once you have disabled the MLIA, and you go into your loan book under your loans you should see a grey tag stating "manual investment disabled" underneath the loan title.
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jjc
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Post by jjc on Jan 18, 2015 13:14:33 GMT
Thanks Ton & Hendragon. If I wanted to be a bit more sophisticated on a loan & look to have my holding amortise down until it reaches a certain level & then from that point onwards hold onto my stake, is there a way I can do this now in one fell swoop?
Or would I need to amortise it down (disabling MLIA) & then remember to re-enable my MLIA target when it reaches the level desired?
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Post by pepperpot on Jan 18, 2015 14:01:16 GMT
Thanks Ton & Hendragon. If I wanted to be a bit more sophisticated on a loan & look to have my holding amortise down until it reaches a certain level & then from that point onwards hold onto my stake, is there a way I can do this now in one fell swoop? Or would I need to amortise it down (disabling MLIA) & then remember to re-enable my MLIA target when it reaches the level desired? No easy way I don't think, you could work out exactly when you holding will reach the desired level by subtracting capital payments and mark it in your calendar... I'm presuming your last sentence should read;
"Or would I need to amortise it down (enabling MLIA) & then remember to disable my MLIA target when it reaches the level desired?"
Edit: Ignore the last bit
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mikes1531
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Post by mikes1531 on Jan 18, 2015 18:25:22 GMT
Or would I need to amortise it down (disabling MLIA) & then remember to re-enable my MLIA target when it reaches the level desired? I'm presuming your last sentence should read; "Or would I need to amortise it down (enabling MLIA) & then remember to disable my MLIA target when it reaches the level desired?"
I thought the sentence was correct as written, with AutoInvest being disabled until the amortisation had reduced jjc's holding down to the desired lower amount, and then re-enabling AI at that point to attempt to maintain the investment at that level by buying parts after each subsequent capital payment was received.
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Post by pepperpot on Jan 18, 2015 19:13:12 GMT
Yeah, what he said. I put my jumper on back to front this morning, maybe I should start being superstitious.
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ilmoro
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'Wondering which of the bu***rs to blame, and watching for pigs on the wing.' - Pink Floyd
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Post by ilmoro on Jan 18, 2015 19:44:36 GMT
Yeah, what he said. I put my jumper on back to front this morning, maybe I should start being superstitious. Tried to put my trousers on inside out this morning and had a great day. Might be something to this supersition lark
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Post by yorkshireman on Jan 18, 2015 19:46:51 GMT
Yeah, what he said. I put my jumper on back to front this morning, maybe I should start being superstitious. Tried to put my trousers on inside out this morning and had a great day. Might be something to this supersition lark Were you both on the sherbet last night?
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ilmoro
Member of DD Central
'Wondering which of the bu***rs to blame, and watching for pigs on the wing.' - Pink Floyd
Posts: 11,329
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Post by ilmoro on Jan 18, 2015 19:51:29 GMT
That would be telling! Now how do I stop Google from revealling my location as the pub. Edit: Doh
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