Moomin Valley

Personal Finance, Investing, and Economics

Saturday, April 24, 2021

Career Decision-Making

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My university has a big deficit currently and one money-saving move has been to ask people who are eligible to take long-service leave. Ever...
2 comments:
Wednesday, April 21, 2021

Argo Investments Again

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   Back in 2012 I invested in Argo Investments for a while. I don't know why I sold it. There were no new investments that month and I d...
Tuesday, April 20, 2021

Bond Investments and Overall SMSF Allocation

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I made three bond investments and have completed the initial investments for the SMSF. I bought two US baby bonds - Scorpio Tankers ( SBBA )...
Monday, April 19, 2021

Second New Property Investment: Domacom

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I made a second property investment application today. This one is to Domacom which is a fractional property investment or crowdfunding pl...

New Investment: Australian Unity Diversified Property Fund

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This is the first new investment in our SMSF. Real estate is the area where we are most underinvested relative to our target allocation. The...
Thursday, April 08, 2021

Stopping Systematic Trading Again...

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Of course, bitcoin went straight down after I got in and I have now closed that trade. There was no real basis to that trade. I just went i...
1 comment:
Tuesday, April 06, 2021

Bitcoin

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 I'm finally back into Bitcoin. The position I could get was tiny. Margin requirements are crazy. On IB they are something like twice th...
Friday, April 02, 2021

March 2021 Report

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This month we took some big steps towards fully setting up our self-managed super fund. Trading didn't go well, but I persisted, followi...
Thursday, March 11, 2021

Trading Not Going Well

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Last three ASX200 trades were stopped out, which is very unusual. The worst in the backtest was two stop outs in a row. Each day the market ...
Wednesday, March 10, 2021

ATO Audit of SMSF Applications

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I didn't know that the Australian Taxation Office (ATO) audits applications for new Self Managed Superannuation Funds (SMSF). This guy f...
Sunday, March 07, 2021

February SPI Trading Performance

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I made AUD 589 trading ASX 200 futures and CFDs in February. I have now compared my trades to the trades the algorithm specifies. If I had t...
Saturday, March 06, 2021

Hedge Funds Outperform Again in February

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HEDGE FUNDS SURGE IN FEBRUARY AS INTEREST RATES RISE HFRI Equity Hedge leads broad-based gains as retail trading tre...
Tuesday, March 02, 2021

February 2021 Report

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The month ended quite turbulently, but stock markets were still up for the month. The Australian Dollar rose from USD 0.7663 to USD 0.7737. ...
3 comments:
Sunday, February 21, 2021

Trading Update

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I've now been trading the ASX200 systematically, mostly on Plus500, for two weeks. I'm only ahead by about AUD 500, but that's n...
5 comments:
Sunday, February 14, 2021

Tweaking the Target Portfolio

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I've decided to slightly tweak the target portfolio weights to reflect a larger allocation to hedge funds. The top level allocation is 5...
1 comment:
Sunday, February 07, 2021

Plus500 Update

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I got a statement from the new HSBC account and submitted it to Plus500 and it was approved! So, now I tried to withdraw $1,000. They at lea...
3 comments:
Saturday, February 06, 2021

Hedge Funds Gained 0.92% in January

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  HEDGE FUNDS GAIN IN JANUARY, NAVIGATING VOLATILITY HFRI Event Driven, RVA & Crypto lead strategy performance; ...

Finished First Week of Trading

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I traded each day according to the rules and had 3 wins and 2 losses and ended up AUD 219 for the week. If that is a typical week then I wou...
2 comments:
Wednesday, February 03, 2021

Why a Constant Risk Trading Strategy Works

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A constant risk trading strategy in the day-trading context is where your maximum loss possible is a constant. There are other definitions i...
Tuesday, February 02, 2021

2nd Day of Trading

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Today's trade was a winner, recovering a bit more than half of yesterday's loss. This is going to need a lot more research. Especial...
3 comments:
Monday, February 01, 2021

Trading Once Again

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Just over a year ago, I decided to stop systematic trading . This wasn't the first time . The problem with my trading systems was that t...
Thursday, January 28, 2021

Treasury Wine Estates Rises Sharply on No News

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Treasury (TWE.AX) rose sharply today with no announcement from the company or news in the media. At one point it was up 9%. This was on a d...
Monday, January 25, 2021

Incentives for Charitable Giving in Australia

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As there is no estate or inheritance tax in Australia, I think it makes much more sense to give money to charity while you are alive rather ...
3 comments:
Saturday, January 23, 2021

Started SMSF Process

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I made it my new year resolution to finally set up an SMSF. This is the next step in our financial restructuring process. The final step wil...
2 comments:
Thursday, January 21, 2021

January 2021 Report

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The rallies in the Australian Dollar and the stock markets continued this month. The Australian Dollar fell from USD 0.7725 to USD 0.7663....
Wednesday, January 20, 2021

Berkshire Hathaway

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  I sold 2000 shares of the Boulder Income Fund (BIF) closing our position and bought 100 shares of Berkshire Hathaway (BRK/B) instead. Ber...
Saturday, January 09, 2021

Hedge Funds Beat the S&P 500 in December

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It's rare to see hedge funds beating the major stock indices to the upside these days, but that's what happened in December when the...

Contributions of Individual Investments 2020

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  As promised, here are the contributions of each of 62 investments to our annual investment return. Of course, these numbers (in Australian...
Tuesday, January 05, 2021

Annual Report 2020

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Overview  The main financial themes of this year for us was continuing to invest the money we inherited in late 2018 and surprisingly stro...

Closing Plus 500 Account

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    I opened a CFD trading account with Plus 500 in Moominmama's name in order to hedge Bitcoin trades over the weekend and do other tra...

Aura Venture Fund II Still Accepting New Investors

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Recently, I invested in the Aura Venture Fund II. There was a "first close" but the fund is still accepting new investors before ...
Monday, January 04, 2021

December 2020 Report

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The rallies in the Australian Dollar and the stock markets continued this month. The Australian Dollar rose from USD 0.7361 to USD 0.7725. T...
Saturday, January 02, 2021

Restructuring Baby Moomin's Portfolio

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About one and a half years ago I opened an account for baby Moomin with Generation Life to invest the money he inherited from my mother. For...
Friday, January 01, 2021

2020 Performance of Interactive Brokers Accounts

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Inspired by Financial Samurai's post , here are the track records of our two Interactive Brokers accounts over 2020. Moominpapa (in USD ...
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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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