Moomin Valley

Personal Finance, Investing, and Economics

Sunday, July 05, 2020

2019-2020 Spending

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Here is our spending for the Australian financial year 2019-2020. The shaded areas are sub-categories of the main categories above them. The...
Thursday, July 02, 2020

June 2020 Report

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The stock market continued to rise, though at a slower pace. Things gradually edged towards normality here in this part of Australia. Our s...
Monday, June 29, 2020

Some Updates

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Today I met on Zoom the accountant who has agreed to certify me as a wholesale investor. There are two reasons I want this certification. Fi...
Friday, June 12, 2020

Aura Venture

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I wrote a post when I first invested in the Aura Venture Fund but have only mentioned it briefly since then.  I committed to invest AUD 100...
Tuesday, June 02, 2020

May 2020 Report

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This month the stockmarket rose at a slower pace. This month, our spending was again low relative to pre-COVID-19. We spent AUD 5.3k whi...
Thursday, May 21, 2020

Margin Loan Limits

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So, Interactive Brokers finally allowed Australian clients to again borrow money . I enabled margin borrowing on both Moominmama's and m...
1 comment:
Thursday, May 14, 2020

New Investment: Atlantic Pacific Australian Equity Fund

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I made an investment in this unlisted hedge fund that is open to retail investors. Our long-term goal is to invest 10.5% of assets in Austra...
Saturday, May 02, 2020

April 2020 Report

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This month saw a rebound in the stockmarket and in Australia the rate of new COVID-19 infections and deaths fell to near zero (and zero in ...
2 comments:
Friday, April 03, 2020

March 2020 Report

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This month the financial crisis following the COVID-19 pandemic intensified. Up to around the 20th of the month there was chaos in fi...
Tuesday, March 03, 2020

February 2020 Report

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This month the whole family traveled to New Zealand for a week.This was baby Moomin's first international trip. He also started daycare...
2 comments:
Friday, February 28, 2020

Asset Allocation Since October 2018

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Since October 2018 when we nominally received the inheritance, the total allocated to cash, futures, gold, and bonds has remained fairly c...
Monday, February 03, 2020

January 2020 Report

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A relatively uneventful month. Even though I went into the branch, I still have no news from HSBC on refinancing our mortgage... The Aust...

How Well is Baby Moomin's Portfolio Doing?

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Back in August last year I designed a portfolio and invested for Baby Moomin with Generation Life . How well have his investments done? I ha...
Monday, January 27, 2020

Why Not Just Invest in Stock Index Funds?

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Financial Independence recently asked in the comments why I don't just invest in a portfolio of stock index funds. I answered that I a...
2 comments:
Thursday, January 09, 2020

Contributions of Individual Investments 2019

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Here are the contributions of each of 86 individual investments or trading vehicles in the 2019 calendar year (Australian Dollars): Of ...
2 comments:

Annual Report 2019

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Investment Returns In Australian Dollar terms we gained 12.61% for the year and in USD terms we gained 12.16%. This is a lot less than sto...
2 comments:
Thursday, January 02, 2020

December 2019 Report

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This month I decided to stop short-term trading again. I think you can make money doing what I was doing, but trading at a size that makes...
Sunday, December 29, 2019

New Target Portfolio Allocation

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Following up on my post on the best portfolios for Australia , this post will lay out the new target portfolio allocation. The basic idea is...

The Best Portfolio for Australia

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The portfolio charts website, I wrote about before , now lets you do analysis using Australian assets, inflation etc! It turns out that the...
1 comment:
Thursday, December 12, 2019

Pulling the Plug on Short-Term Trading

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I've decided to stop short-term trading. In recent months it hasn't made any money, it takes up a lot of time, and it gives me a...
1 comment:
Friday, December 06, 2019

Trading Update

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Well, that didn't last long. In November's report I said I would raise the risk allocation to palladium and soybeans. I just got sto...
Monday, December 02, 2019

November 2019 Report

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A less frenetic month financially but somehow I didn't get to make any blogposts since October's monthly report . We started on ref...
Saturday, November 30, 2019

Performance of Optimal Portfolio

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The graph shows the monthly profits from idealized trading of an optimal portfolio of Bitcoin, palladium, crude oil, and soybeans futures...
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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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