Moomin Valley

 Following up on Parts 1 and 3 of the Investment Review I am making the following changes: 1. Switching from CFS Future Leaders to CFS Dev...

CFS Developing Companies . Share of net worth: 2.14%. IRR: 12.86%. This is one of my oldest investments. I originally invested in May 1997. ...

About a month ago I posted about my career decision-making . So, because I ummed and ahhed, the incoming director found someone else for the...

I haven't gotten around to reviewing the TIAA Real Estate Fund yet, but have decided to buy more of it. There are two reasons. First, af...

I've only done the first two parts of the Investments Review , but am already making changes to our portfolio based on it. I switched ou...

I don't write much on the blog about investments I evaluated but rejected. There are quite a lot of these, of course. Recently, I evalua...

For the second part of the investments review , I am looking at our long-only large cap equities funds. Usually, I would divide these into A...

After noting that we had at a conservative count, 40 different investments, I thought it'd be a good idea to do a review of all of them ...

I realized that because the URF.AX fund, which is invested in New York and New Jersey real estate, is highly levered, my exposure to real es...

We're still in the process of reinvesting after the most recent reorganization, which centred on rolling over my Colonial First State su...

  I invested most of the remaining cash in the SMSF into Ruffer Investment Company . This is a closed end fund trading on the London Stock E...

Was getting bored of Treasury Wine (TWE.AX) so I exited the position. Probably now there will be a takeover announced :) Previous rumours a...

    I made my first investment using the Domacom platform . I bought some shares in a cattle grazing property in Victoria. Mostly, I just wa...

This month we completed the initial investments in our self-managed superannuation fund (SMSF). I stopped systematic trading for the moment....

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...

   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...

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

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

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...

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...

 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...

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...

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 ...

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

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...

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

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. ...

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...

I've decided to slightly tweak the target portfolio weights to reflect a larger allocation to hedge funds. The top level allocation is 5...

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...

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

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...

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

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...

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...

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...

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 ...