Moomin Valley

Personal Finance, Investing, and Economics

Monday, November 23, 2020

Asset Allocation of Family Offices

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 Here is the average asset allocation of family offices a couple of years ago according to UBS: It's odd that they count commodities ...
Saturday, November 14, 2020

Two New Investments

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The second Aura Venture Fund finally closed this month and the first capital call was made for 25% of the investment. One of the things I li...
Monday, November 02, 2020

October 2020 Report

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Stock markets fell and the US Dollar rose this month. The Australian Dollar fell from USD 0.7156 to 0.7036. The MSCI World Inde x fell 2.41...
2 comments:
Friday, October 23, 2020

Masterworks Sells First Painting, Investors Make 32% in One Year

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Masterworks sold a Banksy Mona Lisa for $1.5 million after holding it for one year. Investors gain 32% after all fees and costs. I don'...
Monday, October 12, 2020

Adjusting Home Price Down

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  In the last couple of years I have used the Corelogic house price indices to update the value of our house. But this price has gotten more...
Saturday, October 03, 2020

September 2020 Report

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Stock markets fell and the US Dollar rose this month. The Australian Dollar fell from USD 0.7380 to 0.7156. The MSCI World Index fell 3.19%...
Tuesday, September 22, 2020

Income and Tax History

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Reading one of ESI Money's millionaire interviews I was inspired to track our income from previous tax returns ( all on this blog ). Wh...
Sunday, September 20, 2020

2019-20 Taxes

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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...
Saturday, September 19, 2020

Completed Internal Rates of Return

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I posted recently the internal rates of return for 66 of my investments. I've now completed the calculations for all 94 investments that...
1 comment:
Wednesday, September 09, 2020

August Investment Performance

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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 ...
1 comment:
Saturday, September 05, 2020

Internal Rates of Return

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I have now computed the internal rate of return for 66 investments including all current investments. I excluded all trading involving futu...
Friday, September 04, 2020

August 2020 Report

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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...
Wednesday, August 26, 2020

What is my Best Investment?

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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...
Sunday, August 23, 2020

Masterworks

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Masterworks are a fairly new firm offering securitized investments in artworks. They buy paintings by recent and living artists and then se...
Thursday, August 20, 2020

Aura Venture Fund

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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...
Monday, August 17, 2020

Adjusting the Target Portfolio

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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%...
Wednesday, August 12, 2020

Investing During the Pandemic

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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 ...
Wednesday, August 05, 2020

July 2020 Report

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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...
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...
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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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