Moomin Valley

Following up on my previous post where I tested the performance of an idealized portfolio, here are some more ideas about an actual impleme...

Interesting simulations of safe withdrawal rates over longer time horizons by ERN . The lowest withdrawal rate simulated is 3% p.a. Ed Thor...

On one of the many documents we've been sorting through my mother estimated her and my father's net worth in 1995. The number she ca...

We're sorting through everything in the apartment - first finding things specifically identified in the will to be given to various peop...

This weekend I am traveling to the other side of the world to visit the "home country", though it's not the country I grew up ...

I sold my 700,000 shares of IPE.AX on Friday and today at 13.5 cents each. This was after the company announced that due to a potential perf...

If a company offers shares at a discount to the market price through a dividend reinvestment plan then I participate in the plan. Not partic...

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

After eight months of gains comes a losing month. Here are our monthly accounts (in AUD): "Current other income" which is mo...

The graph shows the percentage premium over the original sales price (when the development was originally marketed) of freestanding hou...

The Australian Dollar tends to be high relative to the American Dollar during economic booms and low during economic crises. The recent lo...

We gained for the eighth straight month in a row as US stock markets went parabolic, the Australian Dollar rose, and one of our private equ...

My fair weather forecast for 2018 is a net worth gain of about AUD 250k to reach about AUD 2.3 million. It is based on expected salaries and...

Another new chart: This is based on regressing my returns in excess of the RBA cash rate on the ASX200 returns in excess of the cash ra...

So here is how the last year looks on a graph in the context of everything since 1996: The blue line is the sum of the other three l...

A new chart - monthly housing saving: It's mostly mortgage principal payments. Initially, we made our downpayment in two payments o...

This is our annual account - the sum of each of the monthly accounts I've posted - in Australian Dollars (one Aussie Dollar is curr...

The optimistic annual projection was AUD 2 million. We exceeded this, reaching AUD 2.064 million at the end of this month. I'll do an ...

This month we hit $A2 million net worth for the first time. We reached $A1 million in September 2013. How did net worth increase that much i...

Stock markets rose again this month and our net worth went over the AUD 2 million mark. I am wondering how sustainable that is going to tur...

The Australian stock market rose strongly for a change this month and the Australian Dollar fell a little. As a result, our net worth incre...

I was surprised to hear that TFS Capital is closing its three mutual funds . I have about USD 14k invested in the TFS Market Neutral Fund. I...

It was another relatively quiet month financially. Here are our monthly accounts (in AUD): "Current other income" was $14....

I've filed Moominmama's tax return for this tax year. The tax year runs from 1st July to 30th June in Australia. The figures ignore ...

I have now completed my tax return. Looks like I should get a $2,870 refund. This huge increase in refund compared to last year is mainl...

Interactive Brokers have set up a subsidiary in Australia and are requiring all clients resident in Australia to move their account to the...

My employer announced the pay deal for the next 5 years. For the average academic it will be a 9.1% increase (less for me), which is less th...

Today is the 10th anniversary of us arriving together in Australia . A lot has happened but in another way not much has happened. We live in...

  Ron Brierly is a famous New Zealand investor, now based in Australia. He is chairman of MVT . This company is Gabriel Radzyminski and...

It was a relatively quiet month financially. Here are our monthly accounts (in AUD): "Current other income" was $14k which...

Our "rates" or property taxes are up 30% from last year! Presumably this is partly because of the shift in this state from stamp d...

Here are our monthly accounts (in AUD): "Current other income" was very high at $26k due to a lot of money coming in from a co...

This month we spent a lot of money. We went on vacation to Singapore - our first trip overseas with little Moomin. Since last year there ar...

Another month flies by. Financial markets were mixed, falling in Australia and rising globally. We earned a lot of extra income this month....

The house 2 doors away from us was auctioned today. It sold for $801,000 (AUD). Initially it passed in at $785,000 after one bid at that lev...

Yet another positive month for the markets and us. Here are our monthly accounts (in AUD): Spending (not counting mortgage) was high at...

It was another positive month for the markets and us. Here are our monthly accounts (in AUD): Spending (not counting mortgage) was high...

As I mentioned in the monthly report we did a big asset reallocation recently.You can see the step down in the allocation to large cap Au...

It was another positive month for the markets and us. We did a big restructure of some of our investments, which I'll discuss after thi...

This month was fairly quiet though there was a strong rise in the Australian Dollar, which boosted our US Dollar returns. Here are our mont...

So here is how the last year looks on a graph in the context of everything since 1996: The blue line is the sum of the other three lin...

This is our annual account - the sum of each of the monthly accounts I've posted - in Australian Dollars. First a reminder about ho...