It is near the end of the year, and it is time to take stock.
a) Stock portfolio.
The portfolio has been positive so far for the year. 3 stocks have been delisted, and out of the 3, I have realized profits for 2 of them.
Frankly speaking, I would have much rather hold on to these stocks for the long term especially Nirvana Asia. Nevertheless, not a bad result overall.
b) P2P loans and Invoice Financing
This is a rather disappointing portfolio. See below.
Perhaps I was expecting better performance given the hype surrounding P2P loan platforms at the beginning of the year. Nevertheless, even after including the P2P loans defaults, the portfolio still has a net profit. Hopefully, there are no more confirmed defaults.
Moving forward, my experience with Invoice Financing has however been positive so far.