Monday, December 07, 2009

Moominvalley November 2009 Report

As usual everything is in US Dollars unless otherwise stated. After stock market declines in October, November again saw gains in world stock markets while exchange rates were fairly stable. The Australian Dollar barely moved against the USD and the MSCI World Index gained 4.16%. We gained 2.21% in USD terms (AUD: 2.25%; Currency neutral: 2.23%).

Our spending was quite high at $5,147 ($A5,621):

Our rent is now $A1,998 per month. We spent quite a lot on travel to the Northern Territory - actual trip was in October - and the South Coast of NSW - actual trip was in December. In total, $A1,250. Net worth reached $403k ($A440k) an increase of $12k. Asset allocation changed little on last month with a slight move towards our target and a reduction in leverage. Foreign stocks did very well while Australian stocks had modest gains. The following is estimated performances for this month (net of forex movements) by asset class:

Private equity did well due to a strong move in IPE.AX. Estimated alpha fell due to the below market returns though I can't be bothered to post exact numbers :)

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