Moomin Valley

Personal Finance, Investing, and Economics

Wednesday, October 30, 2019

Mortgage Refinancing: Reality Check

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I met today with a "Premier Relationship Manager" at HSBC . We are going ahead with the mortgage refinancing. They will send a val...
4 comments:
Monday, October 28, 2019

Capitalise

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Capitalise is an automated trading platform that uses commands written in near natural English at a very high level. I heard about it when ...
Sunday, October 27, 2019

Mortgage Inversion Complete, What Next?

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I completed the transfer of money into our brokerage accounts from the " mortgage inversion" .  That completes a major step in our...
Saturday, October 26, 2019

Silver, Six Losing Bitcoin Trades in a Row...

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I tested silver futures as a possible addition to the trading portfolio . When combined with Bitcoin, palladium, and crude oil its optimal p...
Wednesday, October 23, 2019

Five Losing Bitcoin Trades in a Row

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The bad news is that the worst historical losing run in Bitcoin is eleven losing trades in a row. The good news is that least we now have...

Mortgage Redrawn

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Just enter the amount, press the button, and: Now to transfer the money to investment. This is how I account for this re-structure: ...
Tuesday, October 22, 2019

Mortgage Almost Paid Off

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It won't be for long !
Monday, October 21, 2019

Trading and Mortgage Inversion Update

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We switched from short one contract of Bitcoin to long two this morning, booking a USD 30 loss on the short trade. We are long two as the pe...
Monday, October 14, 2019

Optimizing Trading Portfolios and Shifting to Return on Risk Metric

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I started exploring testing portfolios of trading strategies. For this, I decided that in looking at return on capital where capital is the ...
Thursday, October 10, 2019

2018-19 Income and Spending Breakdown

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After doing our tax returns I can now report the breakdown of income and spending for the 2018-19 financial year, following up on the break...
2 comments:
Tuesday, October 08, 2019

Planning the Mortgage Inversion

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I first wrote about this four years ago . I realized today that I could actually pull this off next month. At this point, I have close to...
Monday, October 07, 2019

2018-19 Taxes

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Here are my taxes for another year: On the income side, Australian dividends, capital gains, and foreign source income are all up stron...

Trading Progress

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I've now tested Bitcoin, ASX200, palladium, and crude oil futures trading using Barchart data . So far, only ASX200 futures were not pro...
Wednesday, October 02, 2019

September 2019 Report

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In September the Australian Dollar fell from USD 0.6729 to USD 0.6752. The MSCI World Index rose 2.15% and the S&P 500 1.87%. The ASX 2...
Saturday, September 28, 2019

ASX200 Futures

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I put together a dataset for the ASX 200 futures for the past 5 years - Barchart have this data. Every possible " Turtle " strate...
Monday, September 23, 2019

Data Quality Matters

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I did an analysis of the optimal trading strategy for Palladium futures using Barchart data . Previously, using free data, I had found that ...
Sunday, September 15, 2019

Variable Position Size, Again

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I signed up for the Barchart Premier subscription . Among other things, this gives access to daily open, high, low, close etc. data for all ...
1 comment:
Wednesday, September 04, 2019

Individual Investment Returns, August 2019

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Following up on the monthly report for August , here are the returns of each individual investment or trade. As usual, I have aggregated ...
1 comment:
Tuesday, September 03, 2019

August 2019 Report

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Stock markets fell in August but we did OK in Australian Dollar terms and not so bad in US Dollar terms. The Australian Dollar fell from U...
Sunday, August 25, 2019

Understanding Wills and Estate Planning

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As we don't yet have a will, I have been reading this book , which is a simple guide to this topic with plenty of examples. I now see...
2 comments:
Sunday, August 18, 2019

Individual Investment Performance, July 2019

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In July, generally alternative investments and small cap stocks did well and gold and our trading did poorly. Some things were just bo...
Monday, August 12, 2019

Trading Back on Track

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After suffering some losses , it looks like I've got our trading back on track for the moment: We were stopped out of Bitcoin this ...
Sunday, August 04, 2019

Designing a Portfolio for Baby Moomin

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I decided that the best provider of investment bond s is Generation Life . This is mainly because they seem to be scandal free, not about to...
1 comment:
Friday, August 02, 2019

July 2019 Report

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July was another pos itive month for long term investments, but we lost money trading. In July the Australian Dollar fell from USD 0. 7012...
Wednesday, July 31, 2019

Australian Investment/Insurance Bonds

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Investment/insurance bonds are an Australian investment vehicle, which is a bit like a superannuation fund but actually is formally a typ...
Tuesday, July 30, 2019

Stopping Daytrading

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Well, that didn't last long. I think it is definitely possible to make money using this daytrading method, but it is definitely not for ...
Monday, July 29, 2019

Long Only Bitcoin Trading

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I continue to struggle psychologically with shorting Bitcoin futures and as a result make mistakes and lose money. So, I investigated how ta...
Saturday, July 27, 2019

Trading Account Equity Curves

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Thought I'd just post the "equity curves" from our three trading accounts. Moominpapa: There is trading in the first half...

Trading the SPI

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The graph compares idealized trading of the ASX200 futures contract, known as the "SPI" (share price index) vs. buy and hold. T...
Tuesday, July 23, 2019

Worst Loss on Bitcoin

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Just got stopped out for a 7.06% loss on Bitcoin trading. That is the worst loss that the Bitcoin model has suffered so far. So, most losses...
Monday, July 22, 2019

New Macro Trade

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I've started another long-term macro trade by buying a treasury note futures spread . The spread is short one ten year treasury note ...
Thursday, July 18, 2019

Systematic Day Trading

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I figured out a way to adapt the turtle trading method to systematic day-trading. I plan to apply it to markets which tend to move strong...
Monday, July 15, 2019

Trading Bitcoin Futures over the Weekend or Not

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Because recently Bitcoin rallied strongly over weekends, I decided to close any Bitcoin futures short position at the end of trading on Frid...
Sunday, July 14, 2019

Individual Investment Returns for June 2019

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I finally got around to doing this analysis for June: It's not as straightforward as my other reporting and probably takes 20 minut...
Friday, July 12, 2019

Distribution of Income and Wealth in Australia in 2017-18

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The latest survey results have been released by ABS. To be in the top 1% in Australia you need to have a household net worth of about AUD...
Wednesday, July 03, 2019

June 2019 Report

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Because the financial year has just ended in Australia, this report has more estimated figures than normal. June was another pos itive mont...
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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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