Moomin Valley

There is lots of talk about equities being in a bubble and that a stock-market crash is coming given that unemployment in the US is edging u...

Report from Morningstar on investors' returns vs. fund returns. Due to badly timed trading, investors made 1.2% less per year than the f...

I feel that 1997 might be a good analogy to 2025. After an aborted recession in 1994 (2022) the stock market went up strongly in both 1995 (...

Crazy to see an investment up by more in a day than any of my investments have been up in a month before in terms of dollars.... So far it i...

  The chart shows Bitcoin (blue) and the MSCI World Index (red) on two different scales. Major cycles in Bitcoin appear quite closely relate...

I am expecting my rate of return over the last 20 years to look bad this year because 2004 was such a good year. In 2004 I gained 42.4% comp...

EnoughWealth wonders if our investment strategy only adds value under certain market conditions. As a first step let's look at when the ...

If we create a portfolio invested 50% in VDBA and 50% in VDGR we can simulate a 60/40 passive benchmark: This requires monthly rebalancing...

Following up on my comparison of our portfolio to VDBA , here is a comparison to VDGR . VDGR is a 70/30 mix, while VDBA is 50/50 and our por...

EnoughWealth commented on my recent post on our target allocation : "Have you tried benchmarking your actual and target asset allocati...

  This chart compares the fitted investment income curve from my previous post about the "boiling point" with the monthly loss of...

Interesting post from Enough Wealth on the "boiling point" when more of your gain in net worth comes from investment returns rathe...

Following up from my post on how our SMSF is performing compared to our managed superannuation funds, here is how our superannuation in ge...

 Latest version of the famous J.P. Morgan graph: They estimate the returns for "average investors" from mutual fund flows. My retu...

The MSCI World Index fell by 2.38%, the S&P 500 by 0.69%, and the ASX 200 by 0.37%. All these are total returns including dividends. The...

Meb Faber refers to the total gain on an investment over time in terms of "baggers". If you invested $1,000 and made $9,000 then ...

A constant risk trading strategy in the day-trading context is where your maximum loss possible is a constant. There are other definitions i...

I was just listening to a pod-cast where the host asked the guest ( Karsten Jeske ) what their best investment was and they could give an an...

Financial Independence recently asked in the comments why I don't just invest in a portfolio of stock index funds. I answered that I a...

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