Moomin Valley

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...

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 ...

  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...

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...