Moomin Valley

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...

  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'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...

At the moment I am still in the experimental phase of the trading program. A 1 contract S&P or NASDAQ position either adds or subtracts ...

I have been doing some experimentation with designing optimal portfolios, something which I last looked at in 2011. I have the monthy rates ...

A topic I haven't covered for a while - endowments . The Yale portfolio is the most dissimilar to our own portfolios of those I tra...

We have now made a bunch of moves in my Mom-s portfolio. First we sold down two bond funds and increased our investment in the Man-AHL diver...

More interesting statistics from the US IRS . 34,000 estates needed to pay estate tax in 2009 and the average value of these estates was $5....