Moomin Valley

Personal Finance, Investing, and Economics

Wednesday, March 27, 2019

Reduced Incentive to Access Superannuation as Early as Possible

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Currently, Australian superannuation earnings are taxed at 15% and 10% for capital gains while you are in the "accumulation" ph...

Planning Permission Refused

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I got an email today from the city planning office that the development in our neighbourhood that I had objected to was refused planning ...
Saturday, March 23, 2019

Leave Liability

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Here in Australia, employers nowadays seem to be very concerned about people not taking their annual leave entitlements. If your balance ...
2 comments:
Sunday, March 17, 2019

Pengana Private Equity

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Pengana Capital is launching a listed investment trust that will invest in global (but mostly North American) private equity funds. I a...
Saturday, March 09, 2019

Benchmarking

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As we move further away from an equities oriented portfolio , I think that benchmarking against equity indices makes increasing less sense. ...
Saturday, March 02, 2019

February 2019 Report

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In February stock markets continued their rebound. The Australian market rose especially strongly. The Australian Dollar fell from USD 0.72...
2 comments:
Thursday, February 14, 2019

Retiring in Australia and Spending Dividends Only

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Big ERN has a new blogpost about the safe rate of withdrawal in retirement. He takes on people who say that you can avoid the problem of se...
4 comments:
Wednesday, February 06, 2019

Today's Moves

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I bought more corporate bonds. This time in Royal Bank of Canada and Welltower . These were the highest yielding investment grade bonds that...
Monday, February 04, 2019

Do You Feel You are in a Lower Wealth Percentile Than What the Official Data Say?

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People tend to think they are less relatively wealthy than they are . You can check out your perceptions against reality for a number of cou...
3 comments:
Friday, February 01, 2019

January 2019 Report

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In January stock markets rebounded but because the Australian Dollar rose, we didn't gain a lot in Australian Dollar terms. The Austral...
Wednesday, January 30, 2019

Understanding Increase in Spending Better

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I wanted to understand why spending in the 2018 calendar year was up 28% on 2017. The first step was computing a spending breakdown for the...
Tuesday, January 29, 2019

Gold

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Put my toes into the water by buying a small 0.5% position using the IAU ETF. I've posted about gold previously and it is in our long-t...
Saturday, January 26, 2019

Spending Breakdown

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After a discussion with friends at lunch yesterday and some blogposts I read recently, I decided to try to find out what we are spending o...
2 comments:
Friday, January 25, 2019

New Investment: Santander UK

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Bought my first US corporate bond - a Santander UK bond maturing on 14 March. This supposedly gives a yield per annum of about 2.85%, whi...
Tuesday, January 22, 2019

Interesting Paper from GMO on Bursting Stock Market Bubbles and Anti-Bubbles

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Here is the paper . Yes, they think that we were in a bubble in 2017 and much of 2018 and the last quarter of 2018 was the beginning of the ...
Monday, January 21, 2019

Likely Political and Economic Scenario for Australia

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A couple of days ago I posted a list o f all 12 of Labor's proposed tax increases. How likely is it that these will actually be enacted?...
Sunday, January 20, 2019

How Has Yale Done Since the Financial Crisis?

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Just following up on Financial Independence 's comment on my post linking David Svensen's 2008 lecture . How has Yale done since Sve...
2 comments:

The Average Hedge Fund No Longer Produces Alpha

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I regressed the excess (above risk free rate) monthly returns of the HFRI fund-weighted hedge fund index on the excess returns of the MSCI ...
Friday, January 18, 2019

All of Labor's Tax Increases

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The Labor party is at the moment likely to win the next federal election in Australia in May. Labor has become increasingly left wing in r...
1 comment:
Thursday, January 17, 2019

David Svensen Lecture at Yale

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Svensen is the manager of Yale's endowment. He also gives occasional lectures at Yale. My investment strategy is strongly influence...
2 comments:
Wednesday, January 16, 2019

Moomin Needs a Tax File Number

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That's what the bank in Falafelland says... So, I will look today at applying for one for him. I think they should just give them out wh...
1 comment:
Saturday, January 12, 2019

Portfolio Charts

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Portfolio Charts is a really interesting website where you can do simulations of safe and permanent withdrawal rates and many other things ...

Annual Report 2018

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Investment Returns In Australian Dollar terms we gained 2 . 3% for the year while the MSCI gained 0.9% and the ASX200 lost 1.1% (all pre-ta...

New Investment: U.S. Treasury Bills

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Interactive Brokers currently pays 1.7% interest on U.S. Dollars. But U.S. government bonds pay more than that and are supposedly risk free,...
Wednesday, January 09, 2019

Investment Policy for Trust Accounts

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My brother is opening the trust accounts . They will be invested in local mutual funds. Unlike Australian or US managed or mutual funds the...
1 comment:

Target Portfoilo Performance December 2018

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In AUD terms the target portfolio lost 1.85% in December, gaining 0.3% for 2018 as a whole. The MSCI gained 0.9% for the year and I gained 2...
Friday, January 04, 2019

Crowdfunded Real Estate

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A relatively new investment concept is crowdfunding real estate investments. The idea is that an individual could directly invest small a...
Thursday, January 03, 2019

New Investment: PERLS XI

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As a place to park Australian Dollars cash until I can move it out of Interactive Brokers, I bought some PERLS XI hybrid bank securities...

Insane Moves in Australian Dollar and Yen This Morning

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Moves this big never happen in currencies. It's like one month's worth of moves in 5 minutes. Yen did the same thing in the other...
Wednesday, January 02, 2019

December 2018 Report

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You'll probably have heard that this was the worst December for US stocks since 1931. December is seasonally a positive month for stock...
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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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