Post by amphoria on Nov 5, 2017 18:09:27 GMT
I have been meaning to post this analysis for a month. I got the idea of analysing Z+ by market from another forum member.
The Collections and Arrangement columns are the total arrears. The Default column is the total amount outstanding. Total Not Paid is the sum of these 3 columns and Gain/Loss is the delta to the Interest repaid. The conclusion, based on my own portfolio, is that the C1 to E markets do not make money. To date I have had 34 defaults from 841 loans.
The Collections and Arrangement columns are the total arrears. The Default column is the total amount outstanding. Total Not Paid is the sum of these 3 columns and Gain/Loss is the delta to the Interest repaid. The conclusion, based on my own portfolio, is that the C1 to E markets do not make money. To date I have had 34 defaults from 841 loans.
