Moomin Valley

Inspired by Financial Samurai's latest post , I am updating my post on the Yale Endowment . They have released preliminary results for t...

 Here is the average asset allocation of family offices a couple of years ago according to UBS: It's odd that they count commodities ...

The portfolio charts website, I wrote about before , now lets you do analysis using Australian assets, inflation etc! It turns out that the...

Just following up on Financial Independence 's comment on my post linking David Svensen's 2008 lecture . How has Yale done since Sve...

Svensen is the manager of Yale's endowment. He also gives occasional lectures at Yale. My investment strategy is strongly influence...

A topic I haven't covered for a while - endowments . The Yale portfolio is the most dissimilar to our own portfolios of those I tra...

I blogged that we wanted to buy shares in the Cambria GTAA ETF for my Mom among other investments we were making in the portfolio. But the ...

Following up on the post on changes to my Mom's portfolio . The bank suggested some more investments. Two funds of REITs: UBS Global Rea...

I've been thinking whether anything needs to be done with Moominmama's portfolio and benchmarked the broad asset allocation against ...

Barrons' has updated the portfolio allocations for Yale, Princeton, and the average US educational endowment: Compare these to a previo...

This post follows up with the performance in the last 4 month of the asset classes I discussed in the context of endowment style portfolios ...

In this final post in this series I'm going to look at the investment choice in my super fund. You can either choose a preset mix of a...

When I tried to optimize the performance of the asset mix used for the portfolios in my post about endowment style portfolios by maximizing...

CALPERS (the California state retirement fund) provides detailed information on their asset allocation. CALPERS has much more of a traditio...

Unlike previous years I'm not going to set any quantitative financial goals for this year as there is too much uncertainty. On the inves...

In the final post of this series I look at the performance of an endowment type portfolio over the last 12 years. 10% is invested in the CR...

In recent posts I have looked at the optimal allocation between stocks and managed futures and between stocks and a composite hedge fund in...

The Australian Government has a sovereign wealth fund known as the Future Fund. The Commonwealth Government has run budget surpluses for man...

Following up on my recent post about endowment asset allocations I've updated Moom's and Moominmama's numbers for November and ...

Interesting article in Barrons this week on the performance of U.S. college endowments. In recent years endowments have increased exposure t...