Moomin Valley

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...

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...

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 ...

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

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...

As there has been a lot of recent change in the SMSF portfolio allocation, I thought I would have a detailed look at it. The last time I upd...

  Not sure when I last posted about our target asset allocation, as I have tweaked it since this 2021 post . I am tweaking it again to refle...

I won't post June accounts for quite a while. There doesn't seem much point until we have all valuations for private assets for th...

 I still think it is useful to have one... Reducing the bond allocation and moving it to the equity allocation including hedge funds.

I'm making an investment in a pre-IPO company alongside a venture capital fund and other investors. I valued the company based on their ...

I realized that because the URF.AX fund, which is invested in New York and New Jersey real estate, is highly levered, my exposure to real es...

I've decided to slightly tweak the target portfolio weights to reflect a larger allocation to hedge funds. The top level allocation is 5...

About one and a half years ago I opened an account for baby Moomin with Generation Life to invest the money he inherited from my mother. For...

Inspired by Financial Samurai's latest post , I am updating my post on the Yale Endowment . They have released preliminary results for t...

Given the continued underperformance of managed futures, I think I am going to again lower my allocation to this asset class to 5% from 10%...

Since October 2018 when we nominally received the inheritance, the total allocated to cash, futures, gold, and bonds has remained fairly c...

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...

Following up on my post on the best portfolios for Australia , this post will lay out the new target portfolio allocation. The basic idea is...

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

I decided that the best provider of investment bond s is Generation Life . This is mainly because they seem to be scandal free, not about to...