It has been a while since I wrote about my whacky alternative investments. Two things happened in the past: P2P Lending I am left with some boomer platforms in this area. Maybe some of these names would generate a bit of nostalgia in the reader; what impressed me the most Read more…
Last week I read a well-done research piece. It is about illiquid alternative investments, a topic that I find really interesting (I wrote about alternatives here and here). The underlying idea is to look for investments that added to a traditional stock and bond portfolio can lower its drawdowns without Read more…
I was thinking about the pros (or not) of having p2p investments in my portfolio during the recent stock market downturn and recovery, in the end they performed as truly alternatives: meaning it is really hard to say how they performed. Like an investment in a private equity fund, you Read more…