Moomin Valley

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...

As promised, here are the individual investment results for 2025 (Australian Dollars): Other costs and benefits like interest and fees and e...

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...

Time to tweak the target portfolio we use for benchmarking and asset class allocation. I am lowering the allocation to futures from 7.5% to ...

Masterworks sold the Hockney painting I invested in . Profit after fees is 23% and the IRR was 6%. They are giving the option to reinvest in...

I have been saying no to investing in Aura's new venture capital fund when I have been asked. My reason was that I am retiring and don...

I am trying to get in on this capital raise . Some details still need ironing out. I have investments in two of their venture capital funds...

  I invested in this startup via Anglelist. Turns out that I invested more in this one (USD 15k) than any other, Now they are shutting down....

Opened a very small position (0.24%) in Ether (technically that is the correct name for the cryptocurrency via the QETH.AX ETF traded on the...

Just over a year ago, I sold out of Platinum Capital (PMC.AX). It had been under-performing and the company announced a plan to merge it wit...

WCM Global Quality just announced that they expect to pay a $1.73 per share unfranked dividend. I only bought shares in my name this year. M...

Generation Global Fund is one of our longest held investments. I first invested in April 2008 . It was a good fund but has been weaker recen...

Minor update to the existing allocation . Am combining cash with bonds and private equity and giving it a 10% allocation. Previously bonds a...

In May, the Australian Dollar rose from USD 0.6392 to USD 0.6431 meaning that USD investment returns are a bit better than AUD investment re...

  The Reserve Bank of Australia Building Same as last year , I just fixed my margin loan rate for the next financial year. The variable ra...

It's time to update the target portfolio again. The last time I posted about this was here I think. The main change is that it is getti...

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 ...