Invest Smart: Choosing the Right Fund for Your LISA
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- Опубликовано: 28 авг 2024
- Are you ready to make informed investment decisions for your Lifetime Individual Savings Account (LISA)? In this video, we guide you step-by-step on how to select the ideal fund within your LISA, specifically tailored for Hargreaves Lansdown clients.
Alan and Katie Donegan from Rebel Finance School will guide you through their thoughts on choosing a fund. We had to do this ourselves for Katie's LISA which we opened just before she turned 40.
We also mentioned our video on ESG funds: • What is an ESG Fund? Our guide to ESG funds on our website: rebeldonegans.... and the Playlist about Vanguards funds and services: • Beginners guide to Van...
All videos in the series: • Mastering LISAs: Your ...
1. Demystifying LISAs: What is a Lifetime Individual Savings Account?
2. LISAs Uncovered: The Pros and Cons of Lifetime Individual Savings Accounts
3. Choosing Wisely: How to Select the Best LISA Provider for Your Needs
4. Step-by-Step Guide: Opening a LISA with AJ Bell
5. Invest Smart: Choosing the Right Fund for Your LISA
6. The LISA Millionaire Dream: A Must-Watch for Every 16-20 Year Old
7. Unlock Your First Home: Using LISAs to Secure Your First-Time Buyer’s Deposit
8. Buying an ETF. What is a Fill or Kill Order?!
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Happy belated birthday Katie!! 🎉hope you had a great day! ❤❤❤
Thank you! I did! Alan spoiled me rotten. He took me on a trip to copper canyon which was absolutely awesome!
This was extremely helpful 👍 Especially showing how to research and choose a fund. Thank you so much 😁
Yay!! Thank you for commenting. We are so happy it helped! You rock Cheri
Loving the series! Thank you!!! ❤❤❤
You are so welcome!
Such an informative and helpful series! Thank you for the time and effort!
It’s our pleasure! Thank you for taking the time to comment. It means a lot ❤️
This is amazing! I've just opened an HL LISA account and have been going around in circles trying to make a decision on my investment.
So glad it’s helpful! What did you decide on?
Yay!!! So glad this helped! There are so many options aren’t there
@rebeldonegans Invesco FTSE All World UCITS ETF US Distribution (FTWG). Any good in your opinion?
Loving rebel finance school! I am wanting to open a LISA and choose a fund. Interested to know if you are happy with HL and your FTSE global ETF fund? Would you do anything differently? Thank you so much :)
I've also turned 39 this year and opened HL ISA. I'm a complete newbie and only found out about LISA by chance. My question is would you recommend investing in one all world ETF? So far I invested separately in one All world, European, UK, Japan and Pacific funds. Should've I just invested in one All world find and keep topping it up every year with max allowance? Completely confused about it all. Thank you for any help.
Hey Maria, nice work opening the account. YAY. We aren't trained financial advisors so can't give advice. We only invest in one global fund. If you buy a global fund and then buy Japan etc. you are doubling your interests in certain countries. Have you found our rebel Finance School course? Week 6 is the start of investing and might explain a lot of it: ruclips.net/user/liveRWh9XR7XY0w?si=DY1LKShQjhaRW_Ii
I have a LISA with Newcastle building society. I am now 42- am I able to move it? Thank you!
I think there are some providers you can move it with. best thing to do is call them! Thnk you for watching