Moomin Valley

Reading one of ESI Money's millionaire interviews I was inspired to track our income from previous tax returns ( all on this blog ). Wh...

I just completed our tax returns for this year. As usual they only took a few hours as I am very well-prepared with spreadsheets updated thr...

I posted recently the internal rates of return for 66 of my investments. I've now completed the calculations for all 94 investments that...

As my performance statistics over the last 5 years are looking good again, I thought I would start posting them again :) The first two rows ...

I have now computed the internal rate of return for 66 investments including all current investments. I excluded all trading involving futu...

The US stock market continued to rise as the US dollar fell. The Australian Dollar rose from USD 0.7159 to 0.7380. The MSCI World Index ros...

I was just listening to a pod-cast where the host asked the guest ( Karsten Jeske ) what their best investment was and they could give an an...

Masterworks are a fairly new firm offering securitized investments in artworks. They buy paintings by recent and living artists and then se...

The value of shares in the Aura Venture jumped from AUD 0.75 to AUD 1.28 in the June quarter. This turned our performance for June from a ne...

Given the continued underperformance of managed futures, I think I am going to again lower my allocation to this asset class to 5% from 10%...

Financial Samurai's blogpost got me wondering how much I had taken advantage of the decline in asset prices earlier this year to add to ...

The US stock market continued to rise as the US dollar fell. The Australian Dollar rose from USD 0.6884 to 0.7159. The MSCI World Index ros...

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

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

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...

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...

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...

So, Interactive Brokers finally allowed Australian clients to again borrow money . I enabled margin borrowing on both Moominmama's and m...

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...

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 ...

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

This month the whole family traveled to New Zealand for a week.This was baby Moomin's first international trip. He also started daycare...

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

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

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...

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...

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

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...