Moomin Valley

Personal Finance, Investing, and Economics

Saturday, March 31, 2018

Target Portfolio

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Following up on my previous post where I tested the performance of an idealized portfolio, here are some more ideas about an actual impleme...
Wednesday, March 28, 2018

Safe Withdrawal Rates

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Interesting simulations of safe withdrawal rates over longer time horizons by ERN . The lowest withdrawal rate simulated is 3% p.a. Ed Thor...
Thursday, March 22, 2018

Art and Net Worth

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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...
Tuesday, March 20, 2018

Sorting Things Out

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We're sorting through everything in the apartment - first finding things specifically identified in the will to be given to various peop...
Friday, March 16, 2018

My Mother

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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 ...
Monday, March 12, 2018

Out of IPE

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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...
Saturday, March 10, 2018

Dividend Reinvestment Policy

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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...
Sunday, March 04, 2018

Optimal Portfolios

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I have been doing some experimentation with designing optimal portfolios, something which I last looked at in 2011. I have the monthy rates ...
Friday, March 02, 2018

February 2018 Monthly Report

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After eight months of gains comes a losing month. Here are our monthly accounts (in AUD): "Current other income" which is mo...
Sunday, February 25, 2018

Rising Local House Prices

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The graph shows the percentage premium over the original sales price (when the development was originally marketed) of freestanding hou...
Saturday, February 24, 2018

Long Term Investing Trends

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The Australian Dollar tends to be high relative to the American Dollar during economic booms and low during economic crises. The recent lo...
Thursday, February 01, 2018

January 2018 Report

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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...
Thursday, January 11, 2018

Projection for 2018

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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...
1 comment:
Tuesday, January 09, 2018

ASX200 Alpha and Beta

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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...
Saturday, January 06, 2018

Annual Report 2017: Graphs

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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...
Friday, January 05, 2018

Housing Saving

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A new chart - monthly housing saving: It's mostly mortgage principal payments. Initially, we made our downpayment in two payments o...
Thursday, January 04, 2018

Annual Accounts 2017

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This is our annual account - the sum of each of the monthly accounts I've posted - in Australian Dollars (one Aussie Dollar is curr...
Tuesday, January 02, 2018

December 2017 Report

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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 ...
Sunday, December 03, 2017

How Did We Get to AUD 2 Million?

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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...
Saturday, December 02, 2017

November 2017 Report

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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...
Thursday, November 02, 2017

October 2017 Report

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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...
Thursday, October 05, 2017

TFS Capital Closes Its Mutual Funds

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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...
2 comments:
Tuesday, October 03, 2017

September 2017 Report

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It was another relatively quiet month financially. Here are our monthly accounts (in AUD): "Current other income" was $14....
Monday, October 02, 2017

Moominmama's Taxes 2016-17 Edition

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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 ...

Moominpapa's Taxes 2016-17 Edition

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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...
1 comment:
Sunday, September 24, 2017

Interactive Brokers Australia

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Interactive Brokers have set up a subsidiary in Australia and are requiring all clients resident in Australia to move their account to the...
2 comments:
Saturday, September 23, 2017

Pay Offer

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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...
1 comment:
Friday, September 15, 2017

10 Years in Australia

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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...
Saturday, September 02, 2017

Ron Brierley and IPE

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

August 2017 Report

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It was a relatively quiet month financially. Here are our monthly accounts (in AUD): "Current other income" was $14k which...
Sunday, August 20, 2017

Property Taxes

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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...
3 comments:
Thursday, August 03, 2017

July 2017 Report

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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...
Sunday, July 02, 2017

June 2017 Report

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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...
Saturday, June 03, 2017

May 2017 Report

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Another month flies by. Financial markets were mixed, falling in Australia and rising globally. We earned a lot of extra income this month....
Saturday, May 27, 2017

Another Very Local Auction

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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...
Monday, May 01, 2017

April 2017 Report

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Yet another positive month for the markets and us. Here are our monthly accounts (in AUD): Spending (not counting mortgage) was high at...
Wednesday, April 05, 2017

March 2017 Report

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It was another positive month for the markets and us. Here are our monthly accounts (in AUD): Spending (not counting mortgage) was high...
Saturday, March 11, 2017

Asset Allocation Update

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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...
Friday, March 03, 2017

February 2017 Report

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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...
Thursday, February 02, 2017

January 2017 Report

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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...
Saturday, January 07, 2017

2016 Annual Accounts: Graphs

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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...
Wednesday, January 04, 2017

2016 Annual Accounts

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