Moomin Valley

Here we have one index fund (FUSEX) and four actively managed funds: FDGRX (Fidelity Growth Company) appears to be an excellent fund. It has...

Hopefully this series isn't too much like water-torture :) I just don't feel like looking up more than 3 or 4 funds at a time and an...

1. Choosing high probability entry points to trades (and executing them well). 2. Getting out of losing trades fast. 3. Hanging on to winnin...

I took more profits (in XLF and in HCBK which was downgraded) and opened small short positions in GLD and SPY. I'm expecting a lot more ...

I noticed yesterday that Babcock and Brown had set up a new prime broking arrangement with Deutsche Bank . I didn't look into the detail...

Roger Nusbaum often talks about "smoothing the ride" - trying to get stock like returns (or better) in the long run with a little...

This project is becoming bigger than I expected :) I want to keep things down to writing about 3 or 4 funds a day and so I'm going to ha...

On to Madame X's international stock funds and a hopefully interesting lesson in passive vs. active management: (something seems to be s...

I bought some CHN - the China Fund - and CNY - a new RMB ETF. The latter should appreciate against the USD in the long-term as the Yuan is ...

There are two bond funds in the portfolio : CGFIX and FTHRX . Neither is particularly good, nor particularly bad. Both have been near the m...

Wealth appears to be much more evenly distributed in Australia than the US. The lowest 10% of households have a median net worth of $A175k,...

These form a very small part of the portfolio but maybe it's useful as an example to show what I look at when first thinking about a sto...

I've done a rough computation of Madame-X's allocation by asset class. This is by no means precise, but my errors probably cancel ea...

Madame-X has been discussing the performance of her portfolio . The data she has shows that her 401k and Roth IRA are both worth less than t...

I showed in a previous post that many of the investors in the TFS Market Neutral Fund were poor market timers. I just received the CREF An...

Following up on my recent post on market timing, I thought I'd give you some evidence of the real-world market-timing abilities of mutu...

Social class is a tricky concept to get a handle on. For one thing, class definitions vary quite a bit around the world. The "middle cl...

There are lots of ways to lose :) Right after the FOMC announcement I did a nice winning trade. Then my next trade was clearly a loser I was...

This is the target portfolio I hope to get to by next month or so by continuing to switch funds and invest: I classify our portfolio three w...

Here is a longer term Elliott Wave Count for the S&P 500 Index. Elliott Wave, in my opinion is rather subjective and interpretative - it...

Adding another 4% to stocks. Old stalwarts: NNDS, BWLD, RICK and SHLD a new one. Have mixed thoughts on that latter one but fits my LTR, LUK...

Made new investments in PowerShares WilderHill Clean Energy ( PBW ) and 3SBio ( SSRX ). The former is an ETF seemed the easiest way of buyin...

Rob Hanna's CBI indicator is now above 15 a level only seen previously in September 01, July 02, and August 98.... It means a bottom at...

One of my investments, Challenger Infrastructure Fund has received a takeover offer . The offer is from Arkmile Investments who already own ...

I often read in the PF blogosphere or personal finance websites: "It's impossible to time the market, so you shouldn't try...

USA Today has a nice map of economic conditions across the US - I've see a similar map somewhere else recently. Some parts of the US ec...

I'm adding $5000 from the inheritance money I received to my investment in the TFS Market Neutral Fund . It's performed very nicely...

The outstanding performance of Berkshire Hathaway's stock price and book value over time is well known as is more anecdotally the perfor...

I just noticed that Ameritrade upped my fees from $7 per trade to $9.99 at the start of this month without any notification. I queried wheth...

I switched 1/3 of my Australian superannuation account from the CFS Conservative Option to the CFS Geared Share Option and 1/2 of a non-marg...

I was surprised by today's fall in US markets - the forecast of an uptrend over the next few days remains intact for the NDX but the SPX...

I've now done the computations for my NYS tax. I'm filing as a part year resident as I moved to Australia on 13th September. However...

In my ongoing evaluation of my Mom's portfolio I've calculated some annualised rate of return * performance figures: I don't hav...

Each morning I sketch out a game plan for what I think the Australian Share Price Index will do in the first part of the day. I am getting g...

I did all the calculations for my US federal taxes yesterday for 2007. I owe them $556 which is below the $1000 threshold where a penalty ap...

The chart shows the composition of my Mom's portfolio over the last 5 years. The main trend has been a reduction in the allocation to ca...

This is a synopsis of the key data I received on the three potential international equity managers . In a "wrap account" of this t...

With the NDX up today, we don't look like getting to oversold in this round and with Thursday still forecast as an up day and the Wedne...

Occasionally , I've mentioned that I advise my Mom on investing. We've now completed our allocation of funds to the Aletheia separat...

I planned to do live trading again today. My idea about what would happen at the open was correct - A pop up followed by a decline, but I mi...

All figures are in US Dollars (USD) unless otherwise stated. Performance this month was more mixed than in recent months - net worth rose in...

My first trade today was successful. $A140 profit. Not a bad start. I was profitably stopped out of the trade. I noticed I was a bit more ag...

We're back from our "honeyweek" in Sydney (we stayed at this nice bed and breakfast place in Glebe) and there is lots to do. ...

This is my equity curve from simulated trading of the Australian share price index futures since the beginning of the year. It's looking...

Digital Look is a great source for research on UK stocks. Far better than Yahoo's offering . I haven't invested in the UK yet, but ...

As you'll see from Net Worth IQ , our net worth has been falling in the last few months, despite a small bounce this month in US Dollar ...