Moomin Valley

My call for a continued bull market in stocks is looking a bit crazy at this point, but note the drawdown at the beginning of 1997. Nothing...

Not sure why the calculation I posted here showed positive tax, but both the ATO and my own calculation show that Moominmama's tax asses...

I'm making an investment in a pre-IPO company alongside a venture capital fund and other investors. I valued the company based on their ...

Investment Returns In Australian Dollar terms we gained 2 . 3% for the year while the MSCI gained 0.9% and the ASX200 lost 1.1% (all pre-ta...

At the moment I am still in the experimental phase of the trading program. A 1 contract S&P or NASDAQ position either adds or subtracts ...

In a few months we will reach "financial independence" - our annual spending will be feasible with a l ittle less than a 3% p.a...

Following up on my previous post where I tested the performance of an idealized portfolio, here are some more ideas about an actual impleme...

I have been doing some experimentation with designing optimal portfolios, something which I last looked at in 2011. I have the monthy rates ...

My fair weather forecast for 2018 is a net worth gain of about AUD 250k to reach about AUD 2.3 million. It is based on expected salaries and...

Now the house purchase is complete * and we are starting a new financial restructuring plan I thought of drawing up a balance sheet as a sn...

Today is my fiftieth birthday. It feels like quite a milestone. This morning I was sitting in a presentation with a colleague from a u...

As the Australian Dollar has risen strongly in the last few days, it has pushed us over the 1 million US Dollar mark, at least intra-month,...

We reached the long-awaited million Australian dollar net worth level. We aren't quite at a million US Dollars yet. It was back in 2007...

We came in near the top of 2012's predicted range for net worth . For this year, the optimistic forecast is $A975k or just over $USD 1 m...

This was the 6th month of positive investment returns in Australian Dollar terms (7th in USD terms). We yet again hit new net worth highs i...

We pretty much achieved our goal of accumulating $A150k in cash to buy a house: Now it's time to adjust savings plans again. For the ...

This was the 5th month of positive investment returns. We hit new net worth highs in both Australian and US Dollar terms of $A716k (+$A15k)...

No, we haven't reached millionaire status yet but gross underlying assets do now exceed a million US Dollars: This is gross assets...

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...

As you can see, I removed all the goals from the sidebar. We are so far from them there is little point in tracking them. When I went into t...