Moomin Valley

Personal Finance, Investing, and Economics

Thursday, December 30, 2010

US Tax Return Done

›
Well, there's still some printing, copying, and mailing to do. I wrote a check for $30.10. I had $98 withheld from dividends in 2008 but...
2 comments:
Wednesday, December 29, 2010

Working on my 2008 US Tax Return

›
So, I'm finally working on my 2008 US tax return in the Christmas break. The main reason why I have put this off is that it is going to...

Advantages of Closed End Funds

›
A nice piece on the advantages of closed-end funds . The downsides include: 1. If you need to sell but the fund is trading at a discount to...
Monday, December 27, 2010

Hedge Fund ETF

›
UBS and HFR have launched an ETF that tracks the HFRX Global Hedge Fund Index . Prices are available on Yahoo . These seem to indicate that ...
Thursday, December 23, 2010

Good Procrastination

›
I wish I could be better at this . I accused Timothy Ferriss of being too good at it.

Another Interview

›
This time in the nearest big city in a month and a bit...
Tuesday, December 21, 2010

Two Months to Go

›
Two months to go from today until I teach my first class. Three months till the next deadline for grant applications - though the real deadl...
Sunday, December 19, 2010

How Accurate are Rich Lists?

›
I always wondered how accurate lists such Forbes are. The payout to the Madoff trustee that Jeffrey Picower's widow is making shows that...
Monday, December 13, 2010

Annual Summary and Forecast for 2011

›
The chart breaks down net worth into four components - net money saved in retirement and non-retirement accounts and the profits on both tho...
Wednesday, December 08, 2010

HFRI Performance November 2010

›
HFRI came in with a preliminary 0.26% gain for November compared to a small loss for HFRX . Most of the results for the different hedge fund...

Career Update

›
I am still waiting to get a formal contract, but this is based on what has been discussed. I should have a job for one year doing teaching a...
Sunday, December 05, 2010

HFRX Performance for November 2010

›
The HFRX daily hedge fund index lost 0.27% for November. Systematic diversified was particularly bad with losses of 3.47% (which explains Mo...
Saturday, December 04, 2010

Moominvalley November 2010 Report

›
As usual some data will lag for a month or more but here are the accounts based on the information I have at the moment. And as usual everyt...

Small Cap Stocks are Doing Well

›
As I'm working on November's accounts I was checking out which of our investments are at all time highs in profits gained: CFS Devel...
Friday, December 03, 2010

Career Update

›
I finally got answers on the two jobs I interviewed for at the beginning of November. I didn't get either. So looks like I will be takin...
Wednesday, December 01, 2010

Moominmama Portfolio Performance November 2010

›
Moominmama lost 2.51% this month against a 2.80% loss in the MSCI World Index. The US Dollar strengthened causing losses in terms of US Doll...
Tuesday, November 23, 2010

Can't Invest in new TIAA-CREF Funds

›
It's good I didn't do too much research on the new funds available from TIAA-CREF . It turns out that, because I don't live in t...
Sunday, November 21, 2010

Career Update

›
So I had two interviews and haven't heard back yet. I have now sent 4 applications out to the US - 2 on the West Coast and two on the Ea...
Tuesday, November 09, 2010

Tax Refund

›
It came in pretty close to my estimate at $A 4231.81. The money will go towards reducing margin debt and maintaining my monthly $A500 inves...
Saturday, November 06, 2010

Interviews/Applications

›
I had the interview I mentioned before on Thursday. It went OK. It wasn't my best performance in an interview but I wasn't horrible...
Tuesday, November 02, 2010

US IRS Again

›
I got a rather threatening sounding letter today from the IRS regarding my 2008 tax return. But they did invite me to phone them to discuss ...
1 comment:
Monday, November 01, 2010

Moominvalley October 2010 Report

›
As usual some data will lag for a month or more but here are the accounts based on the information I have at the moment. And as usual everyt...
Sunday, October 31, 2010

Moominmama Portfolio Performance July-October 2010

›
I haven't updated Moominmama's portfolio for a while due to my world travels . So this update covers the months of August, September...
Friday, October 29, 2010

Investment Allocation

›
Following my new investment I thought I'd update our allocation to stocks and funds: Where possible I have given the ticker code. But a...

New Investment

›
I have been a follower of Mebane Faber's blog World Beta for a while. Mebane is chief investment officer at Cambria Investment Managem...
2 comments:
Tuesday, October 26, 2010

TIAA-CREF Changes

›
Two of the TIAA-CREF funds I am invested in are being frozen which means that I can't transfer money into them in future. I am not clea...
1 comment:
Sunday, October 24, 2010

Why Don't Operating Systems Save a Buffer of Deleted Files?

›
After accidentally overwriting a file with an older version that was inside a newer version of a folder that I was backing up I wondered why...
5 comments:
Sunday, October 17, 2010

Maps to Show Where You Have Been in the World

›
Revanche posted a link to a website where you can produce maps of the countries and states you have visited. Here is my world map: visited ...
1 comment:
Saturday, October 16, 2010

Moom's Taxes 2009-2010

›
I'm going to give up waiting for a tax statement from EAIT . It's not like I've received the distribution itself either and my g...

Career Update

›
I now have an interview lined up here for early next month. The original deadline for the job was early this year but they advertised for a ...
Wednesday, October 13, 2010

Thai Food

›
The main venues to eat out in Bangkok are in waitered restaurants, food courts in malls, and in the street. Upscale malls might have waiters...

Israeli Food

›
Snork Maiden tells me she has more pictures of Israeli food. Maybe they will follow. There are a few main influences on Israeli food: Centra...
Tuesday, October 12, 2010

Moom's Draft Australian Tax Return 2010

›
I've just completed drafting my tax return for this year. Our tax year ends on June 30. That's presumably because the agricultural y...
1 comment:
Sunday, October 10, 2010

Moominvalley September 2010 Report

›
As usual, not all the final numbers are in but this is roughly what the accounts for September look like. Also, as usual, everything is in U...

Hedge Funds: Preliminary Performance for September 2010

›
Preliminary performance figures for HFRI show an overall gain of 3.37% for hedge funds in September, which is very strong: There was strengt...
Saturday, October 09, 2010

August 2010 Report

›
I'm gradually digging out of the financial mess that awaited me here in Australia. The most worrisome thing is that the US IRS is still ...
1 comment:

Commonwealth Bank International ATM Fees are Extremely High

›
We found during our trip that Commonwealth Bank charges enormous fees for using ATM's overseas. Anything from AUD 6 to 14 depending on t...
Thursday, October 07, 2010

Home

›
We're finally back from our "World Tour" and now into getting back up to speed mode here. Last stop was Bangkok. At some point...
Wednesday, September 22, 2010

German Food

›
The best food to be had in Germany, in my opinion, are the cakes and breads: This is a cherry cake at a café on Marienplatz in München. On t...
Monday, September 20, 2010

Swiss Food: Breads and Desserts

›
Chocolate for sale: This bread is called "Zopf": We bought a 700g loaf. I thought it might be a bit sweet like some hallah but it ...
2 comments:
Sunday, September 19, 2010

Swiss Food: Savory Dishes

›
The traditional Swiss dish, Rösti, at the Altestramdepot restaurant in Bern: This is basically a lot of grated potato plus heaps of cheese. ...

French Food

›
Two salads ordered by Snork Maiden in Paris. This was called an "Italian Salad": at a café near the Arc de Triomphe called "L...
2 comments:
Wednesday, September 15, 2010

Why is Canned Fish in the Fridge in Swedish Stores?

›
Well at least in the store next to the hotel I stayed in. Jars of pickled herring too. As well as the notorious fermented herring. By Austra...
2 comments:
Saturday, September 04, 2010

HFRX Performance for August 2009

›
HFRX results are in for August. The overall hedge fund index was only up 0.17%. Equity market neutral performed particularly poorly and syst...
Wednesday, September 01, 2010

Preliminary Report August 2010

›
The MSCI World Index lost 3.46%. We seem to have lost roughly 3% slightly ahead of the market.

Snork Maiden: ATO Refund

›
I expected that Snork Maiden would have to pay an extra $A13 in tax for the 2009-2010. In fact, she got a $A203 refund. So that's nice!
Tuesday, August 17, 2010

Credit Suisse/Dow Jones Hedge Fund Index Performance July 2010

›
Credit Suisse have now reported for July 2010: They report an average return of 1.59%, a bit below HFRI's preliminary 1.82% .

Recommend Books on Investing in Australia for My Reader

›
A reader commented on my last post: "Hi I have a question for you. After 2 years of travelling I am coming back to Australia and I want...
4 comments:
Sunday, August 08, 2010

Hedge Fund Index Performance July 2010

›
Preliminary results for the HFRI index: Overall, hedge funds gained 1.82% vs. a 8.17% gain in global equities. As a result of the latter, sh...
2 comments:
Saturday, August 07, 2010

Moominvalley July 2010 Report

›
Everest Financial still hasn't reported fund results for May let alone June so the numbers are getting fuzzier... As usual everything is...
Saturday, July 31, 2010

Moominmama Portfolio Performance July 2010

›
A nice portfolio performance this month but the MSCI World Index rose 8.2% in USD terms. European and Brazilian equities made gains in that ...
Tuesday, July 27, 2010

Permanent Residency

›
Congratulations to Snork Maiden who got her her permanent residency in Australia today! We've been here just over 2.5 years. So in 1.5 y...
Monday, July 26, 2010

Snork Maiden's Taxes 2009-2010

›
It's tax time again down under. The tax year ends on 30th June here and the deadline for submission is 15th October. It will be a while ...
3 comments:
Sunday, July 18, 2010

›
The NYT follows up their recent article on how it is illegal to rent an apartment for less than a year in Paris with one about doing just t...
Sunday, July 11, 2010

Early View: HFRI and Credit Suisse Dow Jones

›
HFRI is reporting a -0.81% return for hedge funds in June while Credit Suisse Dow Jones is reporting -0.88% with 77% of assets reporting. T...
Thursday, July 08, 2010

›
Snork Maiden got her second visa today. Where to? There is a clue in the picture. So things should all go smoothly now :)
Wednesday, July 07, 2010

June 2010 Report

›
The true numbers for this month will be slower to arrive than ever. Everest Financial still hasn't reported fund results for May . So I ...

In France it is Illegal to Rent an Apartment for Less than One Year!

›
This New York Times story stunned me with how stupid regulation can be. So the government prefers wealthy people to leave their apartments ...
1 comment:

HFRX Indices June 2010 Performance Notes

›
The HFRX Global Hedge Fund Index declined by -0.94% for the month of June, bringing the YTD 2010 performance to -1.20%. The weakest area of ...
Friday, July 02, 2010

Cambria Investments Plans GTAA ETF

›
I have long been a follower of Mebane Faber's blog World Beta . Quite a few of the ideas I have presented were influenced by my reading ...
2 comments:
Thursday, July 01, 2010

Moominmama Portfolio Performance June 2010

›
Moominmama's portfolio actually saw gains this month despite the 2.95% fall in the MSCI World Index in USD terms. As always I report Moo...
Monday, June 28, 2010

Everest Financial to Wind Up Business

›
Following a strategic review, Everest Financial Group is to wind up the business, return capital to shareholders and transfer the funds und...
3 comments:
Wednesday, June 23, 2010

"Dow Jones" Replaces "Tremont"

›
CREDIT SUISSE AND DOW JONES INDEXES JOIN FORCES ON HEDGE FUND INDEXES Former Credit Suisse/Tremont Hedge Fund Indexes To Be Rebranded Dow Jo...
Sunday, June 20, 2010

Got Schengen Visa

›
Snork Maiden got her Schengen visa which allows travel to most European Union countries apart from Britain: I thought that it was strange t...
Monday, June 14, 2010

A PF Blog with a Difference

›
This guy lives in a van while doing a masters degree at Duke University. I read an article by him before but just discovered he now has a b...
‹
›
Home
View web version

About Me

My photo
mOOm
I'm an economist and an active investor and currently live in Australia. I'm a global investor though I focus on investments in the Anglophone world and particularly in Australia. This blog tracks investment performance and discusses personal finance, investing, and trading from an economic perspective. In the picture, Moomin is looking for treasure.
View my complete profile
Powered by Blogger.