Moomin Valley

In September, the Australian Dollar rose from USD 0.6540 to USD 0.6613 meaning that USD investment returns are better than AUD investment re...

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

In August, the Australian Dollar rose from USD 0.6433 to USD 0.6540 meaning that USD investment returns are better than AUD investment retur...

I waited for all investment returns for the financial year to be in before posting this report, though, in the end, it didn't make much ...

I was wondering how much each asset class has contributed to our total profits to date. It was easy to compute this number using the spreads...

In June, the Australian Dollar fell from USD 0.6559 to USD 0.6433 meaning that USD investment returns are worse than AUD investment returns....

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...

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...

April was our third down month in a row, though the loss was less than in the previous two months. I also went through something of a mental...

March was a second down month in a row. The Australian Dollar rose from USD 0.6208 to USD 0.6240 meaning that USD investment returns are a b...

February was the first down month after positive months. In dollar terms it was our third worst investment result after June 2022 and March ...

In January, the Australian Dollar rose slightly from USD 0.6196 to USD 0.6237 meaning that USD investment returns are a little better than A...

This post breaks down the investment returns for 2024 at a very granular level. Other costs and benefits like interest and fees and exchange...

I said that I would update the annual performance numbers after receiving all private investment returns for the year. The final number for ...

The Australian r eports on the best performing super funds for 2024 . They focus on lifecycle, balanced, and sustainable options. I am sure ...

We are still waiting for the Aura venture funds to report, but I am guessing their values will be unchanged. So, now we can compute reasonab...

A year ago, we reconfigured Big Moomin's portfolio, which is managed by my brother, to provide better investment returns. This really p...

The numbers in this report may change a little once all data on private investments becomes available. I will write an annual report after a...