Alternative Investment Portfolio -November 2021

Avatar wearing goggles with the "Metaverse" overlayed in text.
Bitcoin had its worst-performing week since May as it slumped below 57k while Ethereum also struggled dipping below 4k. The steep sell-off — without a clear catalyst aside from technical factors — drove $883 million in liquidations on Wednesday. Most alts followed suit to fall over 10%, with the notable exception of some metaverse tokens like SAND and MANA continuing their relentless growth.

The Sandbox is an Ethereum-based blockchain project that has gained tremendous attention for its ties to the metaverse. On The Sandbox platform, users can create their own virtual worlds, interact with others, and create digital assets like non-fungible tokens (NFTs). These can either be integrated into this online game or added to the platform’s marketplace. Interest in the metaverse has spiked, following a series of high-profile moves from big tech players in recent weeks. Most readers know about the high-profile renaming of Facebook to Meta Platforms.

One trader on Iconomi Platform killed the Sandbox and Shiba Inu euphoria by generating 600000% returns over a year giving me major FOMO ! Back home panic around the upcoming crypto bill shook the Indian crypto prices compared to the global peers.

My Alternative Investment Portfolio Performance

This month have added a new product – Cashkumar Elastic Run Asset

Alternative

Portfolio October

Structured Lending Investment

PlatformReturnNPA
GRIP Invest12-13% (post tax)Nil
Klubworks20-23%Nil
GrowFix(Wealth Wint)10%-11.00%Nil
Pyse10%-11%(post tax)Nil
  • Wealth Wint Issue for Senior bond is live with INR 10k minimum investment
  • Grip has recently launched a 1.5 Month deal with Bewakoof with 10.5% yield!
  • Klubworks had few new deals including Bewakoof etc
  • All my cashflow in Klubworks, WintWealth,Pyse and GripInvest are as per plan.

New Deals

Bewakoof klubworks
Klubworks deal

Gripinvest Bewakoof

Wintwealth deal
Invoice Discounting and Settlement Finance
PlatformReturnsNPA
TradeCred12%Nil
Lendbox(settlement Finance + gold Loans + Per Annum)11.70%Nil
Cashkumar(Elastic Run)11.50%Nil
  • TradeCred listing frequency has increased considerably for investment tickets
  • Lendbox settlement finance returns and Per Annum returns are as per expectations
  • Have invested in Cashkumar Elastic Run Product which gives fixed yield.
cashkumar
Cashkumar

International Real Estate and P2P

PlatformReturnCurrent NPA
Heavyfinance12%
Crowdestor(Stopped)13%5.5%
EstateGuru11%
PeerBerry10.50%
Evostate (Aggregator Platform)12%
Bulkestate12%
Lendermarket14%
RealT US High Yield Property(crypto based)11%Rental yield
Reinvest2412.5%Rent+capital gain

Equity Market

  • Highly-vaccinated Austria has imposed a new COVID lockdown in response to increasing case numbers .Other european countries also saw an uptick in cases.These events have driven some risk-off sentiment, with tech stocks outperforming the broader market .
  • IPO Frenzy in India met with a rude shock when Paytm tanked 25% on listing day. People expecting IPO listing to be free lunch can relook their opinion

Paytm IPO

Crypto Lending Investing

PlatformReturn
KuCoin20%(market dependent 10-60%)
Celsius Network11.5%
BlockFi8.6%
Youhodler12.7%
Vauld12.6%
  • Coindcx is also offering 14% return on USDT
  • Celsius is offering 40$ for depositing USDT (code 133908fe3e)
  • Youhodler Paxg (Gold backed coin) offering 8.2% yield over gold returns

People who bought Tether at 60 when it crashed on rumours of crypto ban ,got a great deal. Others can wait before fresh investment as volatility can be high due to upcoming bill

Crypto Investment

PlatformQuarter Return
Crypto Hedge Fund Iconomi55%
Crypto Hedge Fund Ember
Crypto Hedging Deribit6%
Bitcoin Trading(Wazirx/Binance/CoinDCX)10%
  • A trader on ICONOMI generated 600000% returns in a year.Which means if someone invested 1000 USD in the strategy he would have made  6 Million USD!!

ICONOMI

P2P Investment

Current allocation:

  • Rupeecircle- 5%
  • I2IFunding- 15%
  • Finzy- 20%
  • Lendbox-25%
  • Faircent-20%
  • Cashkumar-15%
PlatformLoans SelectedYieldNPA
I2IFundingCooperative banks backed loans,E-Rickshaw backed loans,education loan,NBFC backed loans(Monedo etc) Group loans13.6%5%
CashkumarElastic Run Product11.5%0%
FINZYPrime Borrowers,High Salary ,A category14.2%3.5%
Faircent ( Only Pool Loans)Only Systematic Investment plan with 12% Interest12%0%

Other Alternative Assets

legalpay deals

PlatformAssets
Legalpay (Promo code FV48G4)Litigation Funding
RaisonTokenized Pre IPO stocks
METEXPalladium/Platinum
VinovestExotic Wines
  • There is an upcoming deal on Legalpay. Prebook and get 1000 cashback! We will get the status of the first investment by January 2022.
  • Some of the investment in Raison have done well!

Leave a Comment