Moomin Valley

Maybe you have heard that returns from venture capital are governed by a " power law ". But what exactly is that? When I first rea...

Reading Sam's  post on 17 years  of Financial Samurai, I realized I missed the 20th Anniversary of Moomin Valley! These were the first t...

I brought my gold exposure back up to 10% of gross assets. But instead of investing in the PMGOLD ETF I invested in the L1 Gold Fund.  This ...

I have been discussing retirement planning with my brother who is two years younger than me. As a result of these discussions, I have added...

For every investment I do make , there are a lot that I look at and decide against. A recent example that I blogged about is the Pabrai Fund...

Two days after I bought into Treasury Wine Estates (TWE.AX), the company had an investor day where they announced that they would focus on ...

International stock markets gained, but the Australian market lagged, presumably in response to the tax changes. The Australian Dollar was l...

I did well on my trade last time . Stock is beaten down but rebounding a little. I sold 50 shares of Berkshire Hathaway to fund this.  Daou ...

A year ago, I fixed most of my CommSec margin loan at a constant rate for the year ahead. The rate I got was 7.54% compared to a variable r...

Our SMSF provider only completed our 2024-25 financial year accounts at the end of April. I check these carefully before signing off and pay...

The Liberman Family ended up liquidating their property fund as a result of developing this office building. And ASA Diversified Property Fu...

The budget speech was tonight, and all of the worst stuff that was leaked in the lead up to the budget appears to be in it. The worst is a m...

Monish Pabrai is a well-known value investor who is often interviewed. He recently launched an actively managed ETF: WAGN listed on NASDAQ. ...

I've now done some spreadsheet simulations of education bonds . Assuming that our marginal personal tax rate will be 30%, the goal is to...

I just discovered an investment structure I had never heard of: Education Bonds. These are an Australian investment structure that is simila...

Markets rebounded this month, but they rebounded a lot less in Australia than in the rest of the world. This was partly because of a strong ...

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

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

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...

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

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...

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...

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

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 ...

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...

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...

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 ...

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...

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

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

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...

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...