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Savings and Investments thread

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  • Jon_CAFC_ said:
    Huskaris said:
    mendonca said:
    Are you thinking of BTL as an additional investment after using your £20k ISA allowance, or instead? 
    It would be taking the cash out of ISAs and going down that route instead. 

    In answer to @golfaddick's question, not really interested in an income, would probably just use the cash to buy more BTLs. I've watched lots of the bad tenant programmes!!!

    The aim would be capital growth in the long term, I understand it's all illiquid, but illiquid assets should come with a premium as a consequence. 

    And thanks @Rob7Lee I think you've probably all managed to talk me out of it. 

    Probably one for consideration once all other tax efficient schemes have been rinsed through, and definitely not worth pulling cash out of an ISA to do this with. 

    Annoyingly I've also seen that the entire rental income counts as contributing to your income, meaning I would step over into the dreaded 60% marginal tax bracket. 
    I wouldn't rule out buy-to-let, as it diversifies your investments, but I wouldn't do it by taking money from my ISA.

    Someone mentioned charging fair rent. Your tenants, if chosen well, will appreciate it. This is my experience anyway. But I agree one bad tenant could wipe out months of income. Ask for a good deposit that covers at least six weeks, ideally three months worth of rent, as it may take you that long to kick them out.

    If you like DIY and know good trades people for stuff you can't do, it's a big advantage.

    I wouldn't start with three houses, buy only one to test it out. I would buy somewhere I would like to live myself, rather than second guess what tenants would like, but that's just my preference.

    Finally, at some point you could sell your main residence tax free, move to your rental property, note the capital appreciation at that point, and take the leverage from then on. 
    I hope you're not a landlord as your "advice" breaches a couple of laws for starters.

    You cant take 3 months rent upfront as a deposit - I think the max is 5 or 6 weeks. And it then has to go into a recognised Deposit Scheme which is controlled when & how it is returned to the tenant upon leaving. And you cant "kick them out" - you have to apply for a Section 21 if they dont leave when asked & that might take 6 months before it goes before the Court. The only legal way a tenant has to move out is by a baliff. 

    And you cant move into your rental property & start the Residential Nil Rate band from that point. Upon selling a property that has been rented out a calculation is made based on the number of months it has been rented to the number of months you've lived there, minus the last 9 months. 
    Relative lived in uk, but Irish roots and his investments included share holdings in bank of Ireland priced in euros. But UK for tax purposes.

    Rob - solicitors keep saying it’s a complex case and to wait - distributions have been in dribs and drabs over the five years to myself and two other recipients- have never been able to get clear picture of what’s left to distribute or a realistic timeline to conclude 

    since of course August 2019 when distributions there’s been numerous market impacts potentially impacting share price - although seemingly learned from here that share prices would have been value as at date of probate 

    Unsure where to go next - executor isn’t approachable, solicitors seem indifferent, had perhaps thought would all been done and dusted by now 

    Write to the solicitors and ask for a statement and breakdown of paid and outstandings. Something doesn't seem right. For them to have paid something 5 years ago means they had probate, no reason post that to take this long however complicated it may be. 
  • TelMc32 said:
    Anyone been tempted to take 25% tax free from their SIPP since announcements in the budget? 
    Yes, I did last month.
    I’d add @Mendonca In Asdas that, since the budget, I would now be taking from my pension pot if I have any projects (kitchen, garden) that need funding. I’d probably have used non-pension savings previously. 
    Why would you take money from your (tax efficient) pension instead of your savings ?

    It all forms part of your Estate on death. Might be worth putting money into Business Relief schemes as they are IHT free after 2 years. 
    I’m not talking big amounts here. Non-pension savings are mostly in shares which I’ll manage in terms of sales/CGT over the coming years. The pension pot has shown very good growth recently and, as many have said recently, I’d rather start spending it and enjoying it a bit more. 
  • I don’t pay tax on any of my savings either.
    Tax free, not subject to tax (PSBs) or in wife’s name who has no income so can earn £6K pa in interest tax free.
  • I’ve watched this thread with interest but also with trepidation 

    I’ve done pretty well money wise through the job the last couple of years but genuinely I wouldn’t have a clue how to invest properly or do  a proper tax return (other than p60)

    Lots of really good advice but im a safe investor would love some advice as to how to possibly be a bit more risk taking 

    Do people get accountant to do a tax return?

    Who are the best financial advisers?

  • I’ve watched this thread with interest but also with trepidation 

    I’ve done pretty well money wise through the job the last couple of years but genuinely I wouldn’t have a clue how to invest properly or do  a proper tax return (other than p60)

    Lots of really good advice but im a safe investor would love some advice as to how to possibly be a bit more risk taking 

    Do people get accountant to do a tax return?

    Who are the best financial advisers?

    If you are PAYE then you should only need to complete a tax return (Self Assesment) if you have any other taxable income (second job or rental income) that you need to declare or if you have to pay tax on savings. 

    If you seek advice from a financial adviser then they should talk to you about risk & ascertain your appetite to risk (usually by a set questionnaire). 

    As to who are the best financial advisers - I'll leave others to answer that one 😇. 
  • I’ve watched this thread with interest but also with trepidation 

    I’ve done pretty well money wise through the job the last couple of years but genuinely I wouldn’t have a clue how to invest properly or do  a proper tax return (other than p60)

    Lots of really good advice but im a safe investor would love some advice as to how to possibly be a bit more risk taking 

    Do people get accountant to do a tax return?

    Who are the best financial advisers?

    I've always done the return myself. Unless you have complicated investments (which it sounds like you don't) it's very straightforward.

    When you say a bit more risk taking, that really depends on your own view of risk. Mine may be completely different to yours. As a start taking out a stocks and shares ISA is probably the first step on the risk ladder after cash.

    Financial advisors, make sure they are an independent, as you may have sussed, @golfaddick is one, I have used him before and have no complaints!
  • I’ve watched this thread with interest but also with trepidation 

    I’ve done pretty well money wise through the job the last couple of years but genuinely I wouldn’t have a clue how to invest properly or do  a proper tax return (other than p60)

    Lots of really good advice but im a safe investor would love some advice as to how to possibly be a bit more risk taking 

    Do people get accountant to do a tax return?

    Who are the best financial advisers?

    If you are PAYE then you should only need to complete a tax return (Self Assesment) if you have any other taxable income (second job or rental income) that you need to declare or if you have to pay tax on savings. 

    If you seek advice from a financial adviser then they should talk to you about risk & ascertain your appetite to risk (usually by a set questionnaire). 

    As to who are the best financial advisers - I'll leave others to answer that one 😇. 

    There is also the need to do a self-assessment if your total taxable income is above £150k irrespective of the things you list. But I would agree with others that as PAYE it is very easy to do yourself - P60, P11D, total up your taxable non-taxed interest and away you go. Don't forget to include your pension contributions to a company approved scheme (with the 20% relief at source added) so you can get the extra relief if you are a 40/45% tax payer.
  • edited December 2024
    I don’t pay tax on any of my savings either.
    Tax free, not subject to tax (PSBs) or in wife’s name who has no income so can earn £6K pa in interest tax free.

    We pay tax on some savings other than ISAs and PBs but I spread our investments out between my wife and I, and keep her below the 40% threshold. Her only income other than interest is State Pension which is below the £12,570 personal allowance - so that £6k tax free interest is a nice bonus!
  • Huskaris said:
    I’ve watched this thread with interest but also with trepidation 

    I’ve done pretty well money wise through the job the last couple of years but genuinely I wouldn’t have a clue how to invest properly or do  a proper tax return (other than p60)

    Lots of really good advice but im a safe investor would love some advice as to how to possibly be a bit more risk taking 

    Do people get accountant to do a tax return?

    Who are the best financial advisers?

    If you are PAYE then you should only need to complete a tax return (Self Assesment) if you have any other taxable income (second job or rental income) that you need to declare or if you have to pay tax on savings. 

    If you seek advice from a financial adviser then they should talk to you about risk & ascertain your appetite to risk (usually by a set questionnaire). 

    As to who are the best financial advisers - I'll leave others to answer that one 😇. 
    St James's Place isn't it? ;-)
    I’ll be going to SjP Christmas party tonight.
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  • Thanks for the advice

    I have done my own tax return for the last few years but have literally just used the numbers from my P60

    I was thinking about things like tax on savings dividends etc which are one of the questions on the form and I’ve never put anything in for that

    As for my comment on higher risk strategy I have various stocks and shares ISA’s via Hargreaves Lansdown but am in a position to possibly do higher risk investments for a hopefully better return just don’t know what sectors to invest in

    Im also unsure of tax implications on my pension as I’m sure I’m now paying enough into one via work pension that’s probably costing me and does that need to go on the tax return

    Time to get some proper professional advice i think 
  • Thanks for the advice

    I have done my own tax return for the last few years but have literally just used the numbers from my P60

    I was thinking about things like tax on savings dividends etc which are one of the questions on the form and I’ve never put anything in for that

    As for my comment on higher risk strategy I have various stocks and shares ISA’s via Hargreaves Lansdown but am in a position to possibly do higher risk investments for a hopefully better return just don’t know what sectors to invest in

    Im also unsure of tax implications on my pension as I’m sure I’m now paying enough into one via work pension that’s probably costing me and does that need to go on the tax return

    Time to get some proper professional advice i think 
    think you have answered your own question

  • edited December 2024
    Would welcome opinions, please.

    My wife and I have both got fixed rate bonds maturing in a week's time (they were at 5.3%!) - have been offered 4.5% by the same provider to fix again for 2 or 3 years, and we are thinking of rolling over one of each, just banking the interest earned. We've got others that mature in 12 months time so it will give us a nice 1,2,3 roll.

    I've said before that based on our ages I won't take any undue risk and ISAs are maxed every year so it won't impact on that. Based on this, would you see it as sensible to fix for 2 and 3 years at 4.5% based on expectations of likely interest movements, or would you fix for a shorter period?
  • bobmunro said:
    Would welcome opinions, please.

    My wife and I have both got fixed rate bonds maturing in a week's time (they were at 5.3%!) - have been offered 4.5% by the same provider to fix again for 2 or 3 years, and we are thinking of rolling over one of each, just banking the interest earned. We've got others that mature in 12 months time so it will give us a nice 1,2,3 roll.

    I've said before that based on our ages I won't take any undue risk and ISAs are maxed every year so it won't impact on that. Based on this, would you see it as sensible to fix for 2 and 3 years at 4.5% based on expectations of likely interest movements, or would you fix for a shorter period?
    It’s a coin toss quite frankly, because rates could go any which way.
  • bobmunro said:
    Would welcome opinions, please.

    My wife and I have both got fixed rate bonds maturing in a week's time (they were at 5.3%!) - have been offered 4.5% by the same provider to fix again for 2 or 3 years, and we are thinking of rolling over one of each, just banking the interest earned. We've got others that mature in 12 months time so it will give us a nice 1,2,3 roll.

    I've said before that based on our ages I won't take any undue risk and ISAs are maxed every year so it won't impact on that. Based on this, would you see it as sensible to fix for 2 and 3 years at 4.5% based on expectations of likely interest movements, or would you fix for a shorter period?
    I’d lock in for 3. I don’t think rates are going up anytime soon, another cut probably Feb. Monthly interest to your bank to spend!!
  • Thanks for the advice

    I have done my own tax return for the last few years but have literally just used the numbers from my P60

    I was thinking about things like tax on savings dividends etc which are one of the questions on the form and I’ve never put anything in for that

    As for my comment on higher risk strategy I have various stocks and shares ISA’s via Hargreaves Lansdown but am in a position to possibly do higher risk investments for a hopefully better return just don’t know what sectors to invest in

    Im also unsure of tax implications on my pension as I’m sure I’m now paying enough into one via work pension that’s probably costing me and does that need to go on the tax return

    Time to get some proper professional advice i think 
    You say you’ve never put interest, capital gains etc on your return. In reality you have, you’ve just put zero!!

    these things have a habit of catching up with you, HMRC get a feed from most major banks.

    speak to an independent advisor, ask for a fixed fee for x number of hours for a drains up review.
  • Thanks guys - I'll probably fix one for 2 and one for 3. It's annual interest only but that's fine.
  • bobmunro said:
    Would welcome opinions, please.

    My wife and I have both got fixed rate bonds maturing in a week's time (they were at 5.3%!) - have been offered 4.5% by the same provider to fix again for 2 or 3 years, and we are thinking of rolling over one of each, just banking the interest earned. We've got others that mature in 12 months time so it will give us a nice 1,2,3 roll.

    I've said before that based on our ages I won't take any undue risk and ISAs are maxed every year so it won't impact on that. Based on this, would you see it as sensible to fix for 2 and 3 years at 4.5% based on expectations of likely interest movements, or would you fix for a shorter period?
    It’s a coin toss quite frankly, because rates could go any which way.
    Even though inflation had nudged up recently,  interest rates are only coming down. 3 out of the 9 BOE rare setters voted for a 0.25% cut today and more will vote for cuts next year. The markets are expecting 4 x 0.25% reductions next year and the Fed have said they will be doing 2 next year themselves (after cutting rates yesterday).

    Take the 4.5% & run. You'll be thankful in 2 & 3 years time.  
  • bobmunro said:
    Would welcome opinions, please.

    My wife and I have both got fixed rate bonds maturing in a week's time (they were at 5.3%!) - have been offered 4.5% by the same provider to fix again for 2 or 3 years, and we are thinking of rolling over one of each, just banking the interest earned. We've got others that mature in 12 months time so it will give us a nice 1,2,3 roll.

    I've said before that based on our ages I won't take any undue risk and ISAs are maxed every year so it won't impact on that. Based on this, would you see it as sensible to fix for 2 and 3 years at 4.5% based on expectations of likely interest movements, or would you fix for a shorter period?
    It’s a coin toss quite frankly, because rates could go any which way.
    Even though inflation had nudged up recently,  interest rates are only coming down. 3 out of the 9 BOE rare setters voted for a 0.25% cut today and more will vote for cuts next year. The markets are expecting 4 x 0.25% reductions next year and the Fed have said they will be doing 2 next year themselves (after cutting rates yesterday).

    Take the 4.5% & run. You'll be thankful in 2 & 3 years time.  
    I agree that that is the most likely outcome, but it doesn't mean that will happen.
    It was only 18 months ago when everyone thought rates had peaked at 4.25% and people were locking in for 1,2,3 years and got caught out as inflation stayed high and rates kept increasing to 5.25%.

    My reason for saying they could go either way is, as you say, inflation went up this month and with plenty of companies needing to pass on NI hikes, I think it's feasible inflation could continue to rise, thanks to the budget. If inflation keeps going up it's possible that rates could go up again.
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  • edited December 2024
    bobmunro said:
    Would welcome opinions, please.

    My wife and I have both got fixed rate bonds maturing in a week's time (they were at 5.3%!) - have been offered 4.5% by the same provider to fix again for 2 or 3 years, and we are thinking of rolling over one of each, just banking the interest earned. We've got others that mature in 12 months time so it will give us a nice 1,2,3 roll.

    I've said before that based on our ages I won't take any undue risk and ISAs are maxed every year so it won't impact on that. Based on this, would you see it as sensible to fix for 2 and 3 years at 4.5% based on expectations of likely interest movements, or would you fix for a shorter period?
    It’s a coin toss quite frankly, because rates could go any which way.
    Even though inflation had nudged up recently,  interest rates are only coming down. 3 out of the 9 BOE rare setters voted for a 0.25% cut today and more will vote for cuts next year. The markets are expecting 4 x 0.25% reductions next year and the Fed have said they will be doing 2 next year themselves (after cutting rates yesterday).

    Take the 4.5% & run. You'll be thankful in 2 & 3 years time.  
    I agree that that is the most likely outcome, but it doesn't mean that will happen.
    It was only 18 months ago when everyone thought rates had peaked at 4.25% and people were locking in for 1,2,3 years and got caught out as inflation stayed high and rates kept increasing to 5.25%.

    My reason for saying they could go either way is, as you say, inflation went up this month and with plenty of companies needing to pass on NI hikes, I think it's feasible inflation could continue to rise, thanks to the budget. If inflation keeps going up it's possible that rates could go up again.

    Yes, entirely possible. Prices will definitely rise as a result of the NI increases being passed on to consumers but to a large degree I think that is already factored in to the Monetary Policy Committee's thinking, and I don't believe they will want to heap too much more pressure on mortgage payers who will continue to see shock increases when existing fixed rate deals end (there is still a fair bit of that in the system).

    The rapid increases in inflation we saw in 2022 as a result of the Russian invasion of Ukraine pushing up energy prices so dramatically was (hopefully) a one-off and a major Middle East war covering the whole region is the only risk of a repeat. Trump's trade tariff threat will likely not materialise as it would impact the US economy too much. The only other one I can think of is a global war and none of us will have anything to spend money on anyway if that happens!

    So I'm guessing on balance that rates will reduce - but I may just fix both at 2 years!

    *I'll caveat all of the above with the admission that I aint no economist!

  • edited December 2024
    bobmunro said:
    bobmunro said:
    Would welcome opinions, please.

    My wife and I have both got fixed rate bonds maturing in a week's time (they were at 5.3%!) - have been offered 4.5% by the same provider to fix again for 2 or 3 years, and we are thinking of rolling over one of each, just banking the interest earned. We've got others that mature in 12 months time so it will give us a nice 1,2,3 roll.

    I've said before that based on our ages I won't take any undue risk and ISAs are maxed every year so it won't impact on that. Based on this, would you see it as sensible to fix for 2 and 3 years at 4.5% based on expectations of likely interest movements, or would you fix for a shorter period?
    It’s a coin toss quite frankly, because rates could go any which way.
    Even though inflation had nudged up recently,  interest rates are only coming down. 3 out of the 9 BOE rare setters voted for a 0.25% cut today and more will vote for cuts next year. The markets are expecting 4 x 0.25% reductions next year and the Fed have said they will be doing 2 next year themselves (after cutting rates yesterday).

    Take the 4.5% & run. You'll be thankful in 2 & 3 years time.  
    I agree that that is the most likely outcome, but it doesn't mean that will happen.
    It was only 18 months ago when everyone thought rates had peaked at 4.25% and people were locking in for 1,2,3 years and got caught out as inflation stayed high and rates kept increasing to 5.25%.

    My reason for saying they could go either way is, as you say, inflation went up this month and with plenty of companies needing to pass on NI hikes, I think it's feasible inflation could continue to rise, thanks to the budget. If inflation keeps going up it's possible that rates could go up again.

    Yes, entirely possible. Prices will definitely rise as a result of the NI increases being passed on to consumers but to a large degree I think that is already factored in to the Monetary Policy Committee's thinking, and I don't believe they will want to heap too much more pressure on mortgage payers who will continue to see shock increases when existing fixed rate deals end (there is still a fair bit of that in the system).

    The rapid increases in inflation we saw in 2022 as a result of the Russian invasion of Ukraine pushing up energy prices so dramatically was (hopefully) a one-off and a major Middle East war covering the whole region is the only risk of a repeat. Trump's trade tariff threat will likely not materialise as it would impact the US economy too much. The only other one I can think of is a global war and none of us will have anything to spend money on anyway if that happens!

    So I'm guessing on balance that rates will reduce - but I may just fix both at 2 years!

    *I'll caveat all of the above with the admission that I aint no economist!

    Agreed, (but I and the experts thought rates had peaked 18 months ago and were wrong).
  • edited December 2024
    bobmunro said:
    Would welcome opinions, please.

    My wife and I have both got fixed rate bonds maturing in a week's time (they were at 5.3%!) - have been offered 4.5% by the same provider to fix again for 2 or 3 years, and we are thinking of rolling over one of each, just banking the interest earned. We've got others that mature in 12 months time so it will give us a nice 1,2,3 roll.

    I've said before that based on our ages I won't take any undue risk and ISAs are maxed every year so it won't impact on that. Based on this, would you see it as sensible to fix for 2 and 3 years at 4.5% based on expectations of likely interest movements, or would you fix for a shorter period?
    It’s a coin toss quite frankly, because rates could go any which way.
    Even though inflation had nudged up recently,  interest rates are only coming down. 3 out of the 9 BOE rare setters voted for a 0.25% cut today and more will vote for cuts next year. The markets are expecting 4 x 0.25% reductions next year and the Fed have said they will be doing 2 next year themselves (after cutting rates yesterday).

    Take the 4.5% & run. You'll be thankful in 2 & 3 years time.  
    I agree that that is the most likely outcome, but it doesn't mean that will happen.
    It was only 18 months ago when everyone thought rates had peaked at 4.25% and people were locking in for 1,2,3 years and got caught out as inflation stayed high and rates kept increasing to 5.25%.

    My reason for saying they could go either way is, as you say, inflation went up this month and with plenty of companies needing to pass on NI hikes, I think it's feasible inflation could continue to rise, thanks to the budget. If inflation keeps going up it's possible that rates could go up again.
    It's not just the budget that's increased inflation. Sterling's dropped against the US Dollar from $1.34 to $1.25 over the last couple of months. That's pushing up import prices and there's no sign of things flattening out yet either. I can see the BoE being forced to raise interest rates to reverse the trend.
  • Huskaris said:
    I have a chunk of cash currently in S&S ISAs and in a GIA account, totaling around £150k, with another £100k potentially coming my way from an investment I made in a company I used to work for. 

    Can someone let me know if I'm off my rocker thinking of doing buy to let? I know landlords always plead poverty I'm just trying to work out of that's actually true...

    With £150k, I could get hold of 3 buy to let properties at around 3.99% interest only, with the properties being worth under £200k each.

    I know about the 5% stamp duty etc, just wondering how crazy I am thinking this might be a good idea. 

    My S&S ISA has earned 12% since I opened it in Feb 2024. But obviously none of that is leveraged whereas property is. 
    Some empirical 'data' (anecdotes):

    I have three friends that are amateur landlords, with 1-3 properties each.  They're all selling as they're all costing them money (in terms of cash flow), but I think they also have mortgage costs.

    I have a friend who is a professional property developer, with about 30 properties and he's sticking.  He cleared his debt in order to retire, which helps that he's then only dealing with maintenance costs and taxes.  His main advice, made by others on here: he sets his rents comfortably below the market (20%?) to avoid churn and voids.
  • The woes of the FTSE100.........

    Just doing a bit of number crunching having seen the FTSE100 turn tail over the past couple of weeks & scuppering my chance of winning the competition 😡.

    Dec 24th 1999 the index stood at 6806. Today it stands at 8137. A rise of approx 20%.......over 25 years.

    In comparison the index stood at 1225 on 28th Dec 1984......a rise of 550% over 15 years to Dec 1999.

    Although the US is overperforning I do think the UK has seriously undeperforned since the Millennium.
  • Yes but what do we do?
    Invest in the ever upward over priced S&P 500 or in the ever sideways very undervalued UK?
  • Well, baring a miracle rally, looks like we all over egged it! @PragueAddick actually was the most pessimistic yet still by yesterday's standing 150 points over. Think it's all over........

    FTSE100 Level8,121.01  
        
    NameLevelVariance% Variance
    PragueAddick8270148.991.83%
    fat man on a moped8301179.992.22%
    Lenglover8301179.992.22%
    Solidgone8323201.992.49%
    Pedro458325203.992.51%
    Rob7Lee8350228.992.82%
    thecat8380258.993.19%
    blackpool728390268.993.31%
    holyjo8398276.993.41%
    CAFCWest8399277.993.42%
    Jamescafc8401279.993.45%
    Redman8409287.993.55%
    CharltonKerry8410288.993.56%
    StrikerFirmani8410288.993.56%
    Housty8424302.993.73%
    Bangkokaddick8425303.993.74%
    BalladMan8443321.993.96%
    Carter8455333.994.11%
    golfaddick8484362.994.47%
    Addickinedi8491369.994.56%
    RalphMilne8494372.994.59%
    Covered End8512390.994.81%
    LargeAddick8513391.994.83%
    valleynick668526404.994.99%
    meldrew668540418.995.16%
    wwaddick8555433.995.34%
    cafcpolo8562440.995.43%
    TheGhostofTomHovi8567445.995.49%
    aitchyaddick8585463.995.71%
    bobmunro8598476.995.87%
    WHAddick8602480.995.92%
    Arsenetatters8615493.996.08%
    Addick Addict8642520.996.42%
    Hornchurch8667545.996.72%
    Thread Killer8681559.996.90%
    Er_Be_Ab_Pl_Wo_Wo_Ch 8687565.996.97%
    IdleHans8697575.997.09%
    Salad8710588.997.25%
    HardyAddick8722600.997.40%
    guinnessaddick8769647.997.98%
    Jon_CAFC_8783661.998.15%
    @TelMc328800678.998.36%
  • Every bear has its day 🤣
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