Moomin Valley

This is the action plan resulting from the Investments Review : Immediate Action 1. Stop re-investing distributions at Winton Global Alpha. ...

The last installment of the Investments Review, though, actually, there will be an action plan coming up! Bitcoin Portfolio share: 11.9% IR...

The smaller investments have done better here, which is not optimal... TIAA Real Estate Portfolio Share: 3.3% IRR: 4%.  I don't have ...

Because of the delay in completing this review, the last of these is now an unprofitable investment! WCM Global (WCMQ.AX): 1.7% of net worth...

I decided to rename this category "developing" as opposed to the mature investments we considered earlier. This section covers fiv...

We usually classify the first of these investments as a hedge fund and the rest as stock investments, but here we can bundle them together a...

3i (III.L) is one of our more successful and larger investments with an IRR of 24% and a net worth share of 4.4%. Note that the scale on th...

We start with our best investment ever in dollar terms: gold.  I first invested in gold back in 2006. Then there was a long period where th...

We each have an employer superannuation fund. Moominpapa has Unisuper (Sustainable Balanced Option) and Moominmama PSS(AP) (Balanced). Each ...

We have six unprofitable investments: Tribeca Global Resources Fund (TGF.AX) Unpopular Ventures Aura VF2 Dash Technologies/IPS Domacom (DCL....

I have been closing some investments that I wasn't happy with, but it's several years since I systematically reviewed my investment...

The company announced the result of its strategic review : They will merge the listed investment company PMC.AX and their ETF PIXX.AX. The p...

I invested in the APSEC hedge fund back in 2020 just after they outperformed strongly in the COVID19 crash. They have managed to about matc...

Also sold out of The China Fund (CHN) at a huge loss for this account (SMSF) though we only lost a little (USD -1.7k) in the long-term as we...

I sold my 100 shares of BRK/B. The last earnings report raised questions about the performance of several major Berkshire businesses. My t...

Managed futures have not performed well in recent years, but I am betting that they will make a bit of a comeback. Macquarie Winton Global A...

MCP Income Opportunities Fund (MOT.AX). Share of net worth: 1.75%. IRR: 14.8%. This fund invests in Australian private credit. It yields ar...

In my usual reporting, gold is a separate category from real assets. I plan to put 10% of gross assets into gold and 15% into real assets. 1...

The private equity category includes both venture capital, buyout funds, and SPACs, which acquire private companies to take them public. W...

Regal Funds (RF1.AX). Share of net worth: 5.63%. IRR: 45.7%. This is a multi-strategy hedge fund listed on the ASX that has performed very w...