Moomin Valley

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

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...

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...

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...

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

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

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

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...

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...

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

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...

The Australian reports on superannuation funds' performance for calendar year 2025. Neither of our employer funds - Unisuper and PSS(AP...

Little My (our second child) had a good year investment-wise: His estimated pre-tax return was 20.8%.* The ASX200 had a gross return includi...

December was the first post-retirement month. I am changing the layout of these reports to remove investment performance over the last five ...

A couple of changes to the target portfolio.  There are really two target portfolios. One is our desired asset allocation and the other is t...

  From this video . Growth is relatively low currently. This explains why the Fed is cutting rates. The most bullish region for stocks is ...

In November, the Australian Dollar rose very slightly from USD 0.6542 to USD 0.6550 meaning that USD investment returns are slightly better ...

Time to tweak the target portfolio we use for benchmarking and asset class allocation. I am lowering the allocation to futures from 7.5% to ...

Moominmama is a Chinese Mum who stereotypically thinks you should sacrifice anything for your children's education. Her friend from uni ...

Masterworks sold the Hockney painting I invested in . Profit after fees is 23% and the IRR was 6%. They are giving the option to reinvest in...

I have been saying no to investing in Aura's new venture capital fund when I have been asked. My reason was that I am retiring and don...

In October, the Australian Dollar fell from USD 0.6613 to USD 0.6542 meaning that USD investment returns are worse than AUD investment retur...

As part of participating in the Aura Group capital raise , I had to get a new wholesale investor certificate. You have to do this every 2 ye...

Following up from the discussion on the safe withdrawal rate  here is the history of our required withdrawal rate. This is the past twelve m...

So, I now have a copy of the contract for my retirement and severance package, following it previously being approved . I will hand in the d...