Moomin Valley

When I opened my account with Interactive Brokers I signed up to trade all electronically accessible US markets. But in fact one can trade m...

The earnings of Australian retirement accounts, known as superannuation accounts, are taxed by the Australian government at 15%. Contributio...

I paid off my balance transfer on my Amazon.com Chase credit card. I've had a balance transfer for the last couple of years and have bee...

Just before the close and going to my meeting of Graduate Porgram Directors I bought one Apple June $90 call. Looks like it worked out well....

The money arrived in my HSBC savings account today, even though 25 April is a public holiday in Australia (ANZAC Day). HSBC charge another $...

The "token" arrived from Commonwealth Bank in a bright yellow box with real Australian stamps stuck to it. Inside is this tiny ele...

The Money Diva tagged me to write about my obsessions, obsessive thoughts etc: 1. Obviously investing and especially trading. Even though I...

In the last couple of days I've wanted to place trades but just can't do it. Partly due to being up and then back to zero for April ...

I just placed a couple of bids in the IB IPO. Very simple. I bid to buy 200 shares if the IPO price is $27 and below and 100 shares if it is...

That's the theme of the moment. 1. Have everything I need to fax in the stuff to set up the transfers from my Australian account to my U...

I still need to cover the trading, liquidity, and borrowing categories in my asset allocation series. Liquidity is pretty boring - I have ch...

More dumb trading moves today and back to pretty much zero for the month. The chart is a regression of my monthly trading rate of return aga...

Today I received a letter from my Dean. The annual pay raise letter. This year's pay raise was 1.75% which is slightly better than last ...

I have an opportunity to participate in an IPO , in this case the IPO of Interactive Brokers - one of my US stockbrokers. When I lived in Au...

This is the kind of problem that people that move internationally have. A little while ago I began to receive most distributions and divide...

Yes, I'm going to file an automatic extension. I just printed out the form. I think I am probably quite close to break even on my taxes....

This part of my portfolio is where I hold traditional long-only mutual funds invested in stocks and bonds, I do modify my exposure to the st...

As I've mentioned many times, my investment style doesn't depend on being able to pick individual stocks which aren't in fact co...

Snork Maiden sent in the paperwork for setting up her Roth IRA :) The plan is to use these Roth IRAs a few years down the road to maybe buy ...

Continuing in the "passive alpha" theme we get today to my real estate investments. These include the TIAA Real Estate Fund, Newca...

I just saw an interesting post on levels of competence in investing. In this passive alpha section of my portfolio I am being an evaluator ...

Another pair of fabulous twins today - Clime Capital ( CAM.AX ) and Clime Investment Management ( CIW.AX ). Clime Capital is the closed-end ...

This is my first post on a specific investment in my asset allocation series. Well, actually two investments: Everest Brown and Babcock ( EB...

That's the reason for the halt in trading in EBI.AX: "Everest Babcock & Brown Alternative Investment Trust (EBI) requested a tr...

I promised a series on asset allocation, here is the next installment. I'll cover the investments I call passive alpha first. As I ment...

All figures are in US Dollars unless otherwise stated. Income and Expenditure Expenditure was $2625 - 80% of take home pay ($3,299). Spendi...

Back at the Moominhouse after a visit to Snork Maiden. I helped her open an Online Savings Account with HSBC. We got everything ready to set...

Crazy day... Can't tell you all the craziness or I'd blow my cover as it's out there in the news media :) On top of that, Snork ...

I have a whole list of planned posts on investment performance and asset allocation - but they can wait. This is a great post . Yes, it'...

In response to Finance Girl 's request I'm going to do a series of posts on my asset allocation. Today's post will look at how I...

I've been teaching Yoyo and you, the reader, how to compute your investment performance. In today's class we'll compare our resu...

Once you have your total return index computed it's real easy to compute your annual rate of return for any period you choose. Here is m...

Yoyo the green rabbit can help cheer me up this morning :) I get upset when I make stupid trading mistakes, primarily because I see my goal ...

I did what must be some of my stupidest trades ever today. I did nothing until the FOMC announcement. Then when the market began to rise whe...

Following up from trainee investor 's question on my previous post I made a jpeg of the Excel Chart that I maintain on the relative con...

Yes my net worth is now above $400,000. But there are no guarantees that I'll still be here at the end of the month for the reasons I di...

Following up on Enough Wealth's comments on my previous post, I'm going to do an example here where Yoyo has borrowed money to inves...

I've been posting a lot of different analyses of investment performance recently. They all rely on the same underlying data which are in...

It hasn't been above 80 cents in a long while. My Aussie Dollar model gave a sell signal yesterday. It's good I'm not trading fo...

Looked this morning to me that the major indices were going to try to close the opening gap. So I closed all my long trading positions. I go...

When estimating alpha and beta , a big question is how much data to use? 36 months? 60 months? Different periods will result in different es...

Following on from my previous post, one of the uses that this alpha/beta analysis can be put to is estimating your future expected rate of r...

We hear a lot about "alpha" - the risk-adjusted average rate of return for an investment portfolio such as a mutual or hedge fund....