Moomin Valley

Personal Finance, Investing, and Economics

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

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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...
Wednesday, January 21, 2026

How Well Did Your Super Fund Do in 2025?

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The Australian reports on superannuation funds' performance for calendar year 2025. Neither of our employer funds - Unisuper and PSS(AP...
Monday, January 12, 2026

Little My 2025 Investment Performance

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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...
Tuesday, January 06, 2026

December 2025 Report

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December was the first post-retirement month. I am changing the layout of these reports to remove investment performance over the last five ...
Saturday, January 03, 2026

A More Realistic Target Portfolio

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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...
2 comments:
Thursday, December 11, 2025

Effects of Inflation Versus Growth on Stock Returns

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  From this video . Growth is relatively low currently. This explains why the Fed is cutting rates. The most bullish region for stocks is ...
Monday, December 01, 2025

November 2025 Report

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In November, the Australian Dollar rose very slightly from USD 0.6542 to USD 0.6550 meaning that USD investment returns are slightly better ...
Saturday, November 22, 2025

Update to the Target Portfolio

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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 ...

Private vs. Public School

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Moominmama is a Chinese Mum who stereotypically thinks you should sacrifice anything for your children's education. Her friend from uni ...
1 comment:
Thursday, November 13, 2025

Hockney Sold

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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...
Friday, November 07, 2025

FOMO-ing In

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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...
Thursday, November 06, 2025

October 2025 Report

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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...
Tuesday, October 21, 2025

Wholesale Investor Certification

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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...
Sunday, October 19, 2025

Required Withdrawal Rate

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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...
Friday, October 17, 2025

Retirement Update

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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...
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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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