Moomin Valley

Personal Finance, Investing, and Economics

Thursday, April 30, 2026

I Was Never Paid Back My Security Deposit?!

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Gradually, over time I am fixing errors in my old accounts. I want to have a reasonably accurate record of investment performance and spendi...
Wednesday, April 15, 2026

Masterworks Reverses Changes to Secondary Market

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I recently reported that Masterworks had redesigned their secondary market . How exactly the new market would work was unclear, but you need...
Sunday, April 12, 2026

Tax Credit Update

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I just updated my tax credits chart to include last year's tax returns and expected tax credits on this year's returns: This doesn...
Monday, April 06, 2026

Performance Update

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I stopped reporting these five year performance figures in my monthly reports , but I'm still tracking them, and I've added the targ...
Saturday, April 04, 2026

USVC

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AngelList have announced a new mutual fund investing in venture capital called USVC . You can invest as little as USD 500. I have been think...

ASA Podcasts

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Two of the partners of ASA who managed the Diversified Property Fund we are invested in have been on podcasts recently. Here are the links f...
Friday, April 03, 2026

Closing US Bank Accounts

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Keybank are increasing the security precautions on their bank accounts. You will need either a US phone number or a "passkey" to l...
1 comment:

March 2026 Report

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This was a down month across most assets as the Iran War intensified. On the final day of the month, US markets and gold rallied, causing a ...
Saturday, March 21, 2026

Intra-Month Portfolio Update

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Currently our portfolio is down about 6.5% this month compared to the ASX 200 down 7.5%. The 60/40 benchmark is down 4.5% and the target por...
2 comments:
Monday, March 16, 2026

Almost 40 Years of Spending

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I am helping a friend make a move from New York to Texas with financial advice and a small loan. Talking about budgeting got me to go look a...
1 comment:
Friday, March 13, 2026

Masterworks "Redesigns" Secondary Market

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I recently invested USD 5,000 in paintings I bought at large discounts on the Masterworks secondary market. I was thinking to do more such ...
Tuesday, March 03, 2026

February 2026 Report

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The Australian Dollar rose from USD 0.6989 to USD 0.7116 meaning that USD investment returns are better than AUD investment returns. Stock m...
Sunday, March 01, 2026

Just Cancelled My Life and Disability Insurance

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I hadn't realised I was still paying life and disability insurance premia post-retirement. I just cancelled them online, saving about AU...
Friday, February 27, 2026

Switching to Gold in Little My's Portfolio

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  Little My (our younger child) has an investment bond managed by Generation Life . Now and then I decide to tweak the portfolio allocation...
Monday, February 23, 2026

Alerian Master Limited Partnership ETF

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I made a small investment of 500 shares of this ETF in the SMSF. It is an ETF of master limited partnerships, which are entities owning pipe...

Bad Timing Switching Funds

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In May last year, I switched from the Aspect Diversified Futures Fund to the Acadian Global Long Short Fund in our SMSF.* Since then Aspect...
Saturday, February 21, 2026

Local Auction Boosts Our Estimated Net Worth

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I went to the auction of a townhouse within my data catchment that I use to estimate the value of our home:   It sold for AUD 920k with two ...
Wednesday, February 18, 2026

ZIM

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  I bought 2000 shares of ZIM. A takeover was announced by Hapag-Lloyd , but the shares are trading about 25% the acquisition price based o...
Saturday, February 14, 2026

More Good Venture Capital News

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I recently reported that my investment in the Aura VF2 fund was now in profit. Now, our Angellist investments through Unpopular Ventures ha...
Tuesday, February 10, 2026

How Closed-End Funds Should Trade in Theory

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An interesting post from Financial Samurai or how closed-end funds trade . A closed-end fund is one that trades on a stock exchange but...
Monday, February 09, 2026

Concentration in the Mag 7 (Updated 27 February)

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What is our exposure to the Mag 7 ? This came up in recent discussions. People are worried about being overly concentrated in a few maybe ov...
Saturday, February 07, 2026

Annual Report 2025: Long-term Graphs

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After looking over some of my previous annual report posts, I realised that I haven't posted long-term graphs of net worth in recent ann...

Annual Report 2025: Individual Investments

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As promised, here are the individual investment results for 2025 (Australian Dollars): Other costs and benefits like interest and fees and e...
Friday, February 06, 2026

Annual Report 2025

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All $ signs in this report indicate Australian Dollars. I'll do a separate report on individual investments. I do a report breaking down...
Wednesday, February 04, 2026

Where the Money Came From

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I just updated this graph, which breaks net worth down into savings, inheritance, and investment profits.  Savings are from salaries etc a...
Tuesday, February 03, 2026

January 2026 Report

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We had very strong investment performance in January, especially in USD terms. The Australian Dollar rose from USD 0.6674 to USD 0.6989 mean...
Friday, January 30, 2026

Aura VF2 Reports

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The Aura VF2 venture capital fund has reported for the final quarter of calendar year 2025 and it has jumped sharply into profit.   I now ha...
Monday, January 26, 2026

Tribeca Global Resources

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After several years of disappointing performance, Tribeca Global Resources (TGF.AX) has performed extremely strongly in recent months: My in...
Friday, January 23, 2026

Moomin's 2025 Investment Performance

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I recently reported how well Little My's portfolio did in 2025. I was pretty pleased with his performance for the year. Today, my broth...
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About Me

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mOOm
I'm an economist and an active investor and currently live in Australia. I'm a global investor though I focus on investments in the Anglophone world and particularly in Australia. This blog tracks investment performance and discusses personal finance, investing, and trading from an economic perspective. In the picture, Moomin is looking for treasure.
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