Alternative Investment Portfolio-October 2021

Shiba Inu
October was a good  month for Alternative Investment .Cryptomarket has been on a crazy rollercoaster ride.Since its listing on Coinbase on January 30, 2021, a crypto memecoin Shiba Inu  has soared 7,99,900 per cent in merely nine months. Shiba Inu has turned an investment of Rs 1,000 into Rs 80 lakh during the period under review.

One Mysterious Shiba Inu (SHIB) Coin Investor Wallet Appreciated From $8,000 To $4.8 Billion

On the other hand “Squid token” based on the squid games turned out to be a rug pull scam.A ‘rug pull’ in crypto occurs when the creators of a project take off with investor’ funds

Squid token

Squid Token is inspired by the famous Netflix Series “Squid Game”.” Sicne its inception, the cryptocurrency jumped in value and on October 29, surged by 2,400 per cent in last 24 hours to reach the value of $4.32 – and for the next few days, it kept surging. Until, 1st November. Early on Monday morning, a Twitter user pointed out that the developers of the Squid Game project had “rug pulled” SQUID holders.  The prices for SQUID, went down nearly 99.99% to $0.002541

My Alternative Investment Portfolio Performance

This month all platforms with exposure to crypto viz. Iconomi and Hedonova  did well.

Yield Assets

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 next issuance is planned in Novemeber end with INR 10k minimum investment
  • Grip has been consistently coming up with deals every week without fail.Recently started 5k minimum deals too.
  • Klubworks had few new deals including Bewakoof etc
  • Pyse had launched the Tata deal this month.More deals expected this month
  • All my cashflow in Klubworks, WintWealth,Pyse and GripInvest are as per plan.
  • In Klub of more than 70 deals they have offered ,one deal has delay in payment till date

New Deals

Klubworks
Klubworks deal

Gripinvest october
Gripinvest

Invoice Discounting and Settlement Finance

PlatformReturnNPA
TradeCred12%Nil
Lendbox(settlement Finance + gold Loans +)11.7%Nil
  • TradeCred recntly listed many new deals as Diwali season has lot of financing requirements
  • Lendbox settlement finance returns have been in line with expectations till now. Lendbox has recently launched an interesting product Per Annum which has very cibil score borrowers

Per Annum

Global Alternative Hedge Fund- Hedonova

PlatformQuarter Returns
Hedonova~15%

Hedonova has been doing well since inception (YTD returns 100%+) and has beaten S&P by a considerable margin

Hedonova NAV

  • Current month major asset shuffle include adding unicorn startup stripe ,exiting Bitcoin and exploring race horse investment

Race horse

International Real Estate and P2P

PlatformReturnCurrent NPA
Heavyfinance12%
Crowdestor(Stopped)14%4.7%
EstateGuru11%
PeerBerry10.50%
Evostate (Aggregator Platform)12%
Bulkestate12%
Lendermarket14%
RealT US High Yield Property(crypto based)11%Rental yield
Reinvest2411.5%Rent+capital gain
  • Use Winvesta  multicurrency for managing a global portfolio
  • Reinvest24 is doing great. Will be doing a post on the platform performance very soon

International Equity

  • Tesla hit a $1 trillion market cap on Monday following news that Hertz is ordering 100,000 vehicles to build out its electric vehicle rental fleet by the end of 2022.The company joins trillion-dollar market cap companies like Apple, Amazon and Microsoft.
  • Volatility in US bonds is surging in stark contrast to the relatively placid run for equities, leading some analysts to warn over the danger that central banks trigger a spasm of volatility in Wall Street’s stock market

Tesla

Crypto Lending Investing

PlatformReturn
KuCoin20%(market dependent 10-60%)
Celsius Network11.5%
BlockFi8.6%
Youhodler12.7%
Vauld12.6%
  • Kucoin is giving 15-20% yield currently due to bull run
  • Celsius is offering 40$ for depositing USDT (code 133908fe3e)
  • Youhodler Paxg (Gold backed coin) offering 8.2% yield over gold returns

Crypto Investment

PlatformQuarter Return
Crypto Hedge Fund Iconomi45%
Crypto Hedge Fund Ember
Crypto Hedging Deribit3%
Bitcoin Trading(Wazirx/Binance)10%
  • I have my investment split across 2 Iconomi funds  :1) Crush Crypto Core and 2)  Carus-AR ,both have done phenomenolly well

Crush Crypto

P2P Investment

Current allocation:

  • Rupeecircle- 5%
  • I2IFunding- 20%
  • Finzy- 25%
  • Lendbox-30%
  • Faircent-20%
PlatformLoans SelectedYieldNPA
I2IFundingCooperative banks backed loans,E-Rickshaw backed loans,education loan,NBFC backed loans(Monedo etc) Group loans13.7%5%
Rupeecircle (paused till clarity on new management performance)Small business/salaried loans to people with own house and low EMI to Earning Ration14%5.5%
FINZYPrime Borrowers,High Salary ,A category14.2%3.6%
Faircent ( Only Pool Loans)Only Systematic Investment plan with 12% Interest12%0%

Faircent Loans

Other Alternative Assets

legalpay deals

PlatformAssets
Legalpay (Promo code FV48G4)Litigation Funding
GoldFinXGoldMines
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.
  • I got a Diwali gift from Legal Pay as token for Investment!

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