Monday, May 03, 2010

Moominvalley April 2010 Report

As usual, everything is in USD unless otherwise stated. I've estimated returns for hedge and commodity funds that haven't reported yet. The monthly income/expenditure report follows:



Our spending was low at $3,257 ($A3,501). $1,860 of this is rent. The rate of return in USD terms was 0.10% vs. 0.22% for the MSCI World Index. In AUD terms we lost 1.17% as the Aussie Dollar rose against the US Dollar. Aussie small cap stocks, hedge funds, and commodities gained this month, while Aussie large caps dragged down returns:



These figures are currency neutral. There were no big shifts in allocation apart from about a 1% decline in Aussie big cap stocks and leverage. Net worth reached $448k (AUD 481k) an increase of $3k.

On the whole it wasn't a very eventful month.

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