Moomin Valley

I stopped reporting these five year performance figures in my monthly reports , but I'm still tracking them, and I've added the targ...

This was a down month across most assets as the Iran War intensified. On the final day of the month, US markets and gold rallied, causing a ...

Currently our portfolio is down about 6.5% this month compared to the ASX 200 down 7.5%. The 60/40 benchmark is down 4.5% and the target por...

The Australian Dollar rose from USD 0.6989 to USD 0.7116 meaning that USD investment returns are better than AUD investment returns. Stock m...

In May last year, I switched from the Aspect Diversified Futures Fund to the Acadian Global Long Short Fund in our SMSF.* Since then Aspect...

I went to the auction of a townhouse within my data catchment that I use to estimate the value of our home:   It sold for AUD 920k with two ...

I recently reported that my investment in the Aura VF2 fund was now in profit. Now, our Angellist investments through Unpopular Ventures ha...

After looking over some of my previous annual report posts, I realised that I haven't posted long-term graphs of net worth in recent ann...

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

All $ signs in this report indicate Australian Dollars. I'll do a separate report on individual investments. I do a report breaking down...

I just updated this graph, which breaks net worth down into savings, inheritance, and investment profits.  Savings are from salaries etc a...

We had very strong investment performance in January, especially in USD terms. The Australian Dollar rose from USD 0.6674 to USD 0.6989 mean...

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...

I recently reported how well Little My's portfolio did in 2025. I was pretty pleased with his performance for the year. Today, my broth...

The Australian reports on superannuation funds' performance for calendar year 2025. Neither of our employer funds - Unisuper and PSS(AP...

Little My (our second child) had a good year investment-wise: His estimated pre-tax return was 20.8%.* The ASX200 had a gross return includi...

December was the first post-retirement month. I am changing the layout of these reports to remove investment performance over the last five ...

A couple of changes to the target portfolio.  There are really two target portfolios. One is our desired asset allocation and the other is t...

In November, the Australian Dollar rose very slightly from USD 0.6542 to USD 0.6550 meaning that USD investment returns are slightly better ...

In October, the Australian Dollar fell from USD 0.6613 to USD 0.6542 meaning that USD investment returns are worse than AUD investment retur...