Moomin Valley

Personal Finance, Investing, and Economics

Saturday, August 30, 2014

Auction Day

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So today was the auction day for the house we were interested in buying . At this point we haven't bought it... So we got a valuation ...
1 comment:
Saturday, August 16, 2014

Independent Valuers

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So, we are thinking of getting a valuation on the house. The price of this service varies widely. These local guys charge $330. Herron T...
Monday, August 11, 2014

Gearing Up for Housebuying Again

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So, this weekend we went to see several houses in different parts of the city. We are following up in more detail on the one in the pictur...
5 comments:
Saturday, August 02, 2014

Monthly Spending

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The graph shows our monthly spending each month since moving to Australia. I've taken out some business related expenditures that get ...
5 comments:
Friday, August 01, 2014

Moominvalley July 2014 Report

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Another monthly report... Much of this month was spent travelling and then catching up on work when I got back. I don't post here much ...
Thursday, July 24, 2014

Moomin Valley Monthly Report June 2014

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A belated monthly report. As June is the end of the financial year for tax purposes in Australia a lot of data only comes in a few weeks af...
Monday, June 02, 2014

Moomin Valley Monthly Report May 2014

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The Australian Dollar barely changed this month. The MSCI World Index rose 2.21%, the S&P 500, 2.35%, and the ASX200 0.68%. We gained ...
2 comments:
Friday, May 30, 2014

Man 3 Eclipse Update

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Back in 2008 I invested in a capital guaranteed managed futures fund called Man 3 Eclipse . This didn't turn out to be a great investme...
2 comments:
Monday, May 05, 2014

New Investment

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A new investment - Cadence Capital Limited - another Australian listed investment company that basically runs a hedge fund in listed struct...
Thursday, May 01, 2014

Moomin Valley Monthly Report April 2014

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I was just thinking this morning that we need to increase net worth by $3,000 each month now just to compensate for inflation.  The Austr...
2 comments:
Thursday, April 03, 2014

Moominvalley March 2014 Report

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I am wondering whether to continue this blog as the only thing I have posted recently are these monthly reports and now we are above US$1 m...
3 comments:
Monday, March 03, 2014

Moominvalley February 2014 Report

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The Australian Dollar rebounded this month from $US0.8742 to $US0.8933. This depressed gains in net worth in Australian Dollar terms. Stock...
Monday, February 03, 2014

Moomin Valley January 2014 Report

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As I said in the annual report, the data in these monthly reports will be by default in Australian Dollars from now on. The Australian Doll...
Thursday, January 02, 2014

Moomin Valley Annual Report 2013

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This year was much like 2012 career- and personal life-wise. Financially, the main difference is that the Australian Dollar fell from $US 1...

Moomin Valley December 2013 Report

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The Australian Dollar fell further this month from $US0.9124 to $US0.8928. This depressed gains in net worth in US Dollar terms. Net worth ...
Wednesday, January 01, 2014

Managed Accounts Finally Above their Pre-GFC Investment Values

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Two of my Mom's managed accounts - one in US stocks and one in international stocks are finally worth a bit more than the amounts we inv...

2013 Outcome and 2014 Forecast

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In Australian Dollar terms we came in above the top of 2013's predicted range for net worth of $A700k-$A1 million with a final net wort...
Monday, December 23, 2013

Predicting Stock Market Returns

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This correlation is pretty amazing. It is also pretty clear that there is causation here too or both variables are driven by the same other...
Monday, December 02, 2013

Moominvalley November 2013 Report

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Turns out that I miscalculated and we didn't quite reach USD 1 million last month. This month due to the fall in the Australian Dollar ...
Sunday, December 01, 2013

Investments Update

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Stock markets remained very strong globally, and particularly in the United States, this month, but not so much in Australia. The ASX 200 ac...
Tuesday, November 26, 2013

Second Investment in Managed Futures

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I have long seen the advantages of managed futures funds . The best of managed futures funds companies seems to be Winton . I previously ma...
1 comment:
Friday, November 01, 2013

Moominvalley October 2013 Report

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Following hitting one million Australian dollars net worth last month , this month we reached a million US Dollars . $US1.008 million to be...
3 comments:
Friday, October 18, 2013

And in US Dollars Too

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As the Australian Dollar has risen strongly in the last few days, it has pushed us over the 1 million US Dollar mark, at least intra-month,...
Saturday, October 12, 2013

Moom's Taxes 2012-13 Edition

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My taxes are not so much changed from last year as things have settled down a lot now, compared to our first few years in Australia: Sal...

Snork Maiden's Taxes 2012-13 Edition

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I've finally done our tax returns for this year. First, is Snork Maiden's taxes. Blogpost on last year's taxes in order to compa...

Update on Interactive Brokers

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E-mail from IB this morning telling us Australian investors who have margin loans with them that we have to close out our margin loans by 11...

Lots of Nice Head and Shoulders Patterns in the Markets

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It looks like the US markets are expecting a US default or something despite the rise in stock prices over the last two days. Of course,...
Sunday, October 06, 2013

Investment Returns Since the Financial Crisis

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Following up on yesterday's post comparing global, US, and Australian index rates of return and my own investment performance, today...
Saturday, October 05, 2013

10 Year Rates of Return: ASX200 vs MSCI, SPX, and Moom

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Another way of showing just how extraordinary the performance of the Australian stockmarket has been in the last couple of decades. I've...
Thursday, October 03, 2013

Investment Performance Against 4 Different Indices

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BigChrisB sent me the ASX200 Accumulation Index data he had collected and I have now measured my investment performance since 1996 (month...
Tuesday, October 01, 2013

Moomin Valley September 2013 Report

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The main news this month was passing the one million Australian Dollar net worth mark . In other news, I spent two weeks this month in Nort...

One Million Australian Dollars

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We reached the long-awaited million Australian dollar net worth level. We aren't quite at a million US Dollars yet. It was back in 2007...
Sunday, September 29, 2013

Sources of Data on Stock Market Accumulation Indices

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It's easy to get real time information on a wide range of stock market indices and historical data on a daily basis from sites like Yah...
Monday, September 02, 2013

Moominvalley August 2013 Report

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We have been back home all this month and spending modestly by recent standards. This month's accounts in US Dollars, as usual: Re...
7 comments:
Saturday, August 17, 2013

More International Investing Red Tape

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It used to be that one advantage of being an Australia based investor was that you could invest in any investment product anywhere in the w...
Thursday, August 15, 2013

Ten Years of Tax Credits

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The chart shows our annual total of investment tax credits over the last ten years. These consist of credits attached to dividends for co...
Sunday, August 11, 2013

Vote Compass

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The ABC have a website called Vote Compass that is meant to help in deciding who to vote for in our upcoming federal election here in Aus...
Friday, August 02, 2013

Health Insurance, Part 2

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So the consultant I met last week didn't send me any quotes... When I phoned the company she hadn't entered any of my details into...
5 comments:
Thursday, August 01, 2013

Moominvalley July 2013 Report

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Half of this month we spent travelling. Given that, spending is fairly modest. The Australian Dollar continued to fall, boosting returns in...
Saturday, July 27, 2013

Health Insurance

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So I met with the health insurance representative on Friday and she will send me quotes next week for various plans. With a basic plan we wi...
Thursday, July 25, 2013

Excess Superannuation Contributions

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I just saw this on the Colonial First State website : "More generous rules for excess contributions : In the past, if you went over...

Blog List

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I finally upgrade Moomin Valley to a new Blogger template but in the process lost my previous blog list. A lot of the links were dead anyway...
1 comment:
Wednesday, July 24, 2013

Houses, Shares, Taxes Again

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OK, so now we are not renting a house . We looked at four. Two were acceptable. But now Snork Maiden's mom says that she won't visit...
Monday, July 22, 2013

Houses, Shares, Taxes...

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After looking at another couple of houses at the weekend and not agreeing on which we preferred we have changed direction and are now lookin...
1 comment:
Sunday, July 14, 2013

Moominvalley June 2013 Report

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Finally back in Australia after another long trip to Europe, Asia, and Africa. This month's accounts in US Dollars, as usual: Unlik...
Monday, June 03, 2013

Moominvalley May 2013 Report

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Short report this month. I am travelling, currently in Charlottesville VA and about to go out to do some shopping.... Long trip from Austral...
Wednesday, May 01, 2013

April 2013 Moominvalley Report

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Yes, I haven't posted anything since last month's report, but I didn't post much on my professional blog either. It's been a...
Tuesday, April 02, 2013

Moominvalley March 2013 Report

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Finally, we had a slightly down month in investment returns in Australian Dollar terms though the streak of gains extended to the 10th month...
Monday, March 11, 2013

Money Burning a Hole in Your Pocket

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Snork Maiden's stepfather died. He was 80 years old. Her mother is much younger. Snork Maiden has gone to China to be with her mother f...
Saturday, March 02, 2013

Auction

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Our first auction where we were actually bidding. Some guy started the bidding at $700k and then it went up in increments of $25k. It stalle...
7 comments:
Friday, March 01, 2013

Moominvalley February 2013 Report

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Yet another in 8 months of positive investment returns in Australian Dollar terms (9th in USD terms). We yet again hit new net worth highs i...

Insurance

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This afternoon I had the surreal experience of getting insurance on a house I don't own. We saw the lawyer this afternoon and she recomm...
Wednesday, February 27, 2013

Getting Ready

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We are getting ready for the auction this weekend. If we end up buying we need to give the owner a cheque for 5% on the day. So I'm mov...
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About Me

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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.
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