Moomin Valley

I am finally able to submit my taxes for this year. Last year's taxes are here . Here is a summary of my taxes. To make things clearer, ...

Another " corporate action " to consider. Cadence Opportunities Fund attempted an IPO about three years ago, which failed. I inve...

Two current "corporate actions". Regal Funds (RF1.AX) announced a 1 for 3 rights issue at the net asset value of AUD 3.79 per shar...

This month world stock markets finally declined. But we gained a little in AUD terms,* showing the value of our alternative assets strategy....

I finished Moominmama's taxes for this financial year. I still need the details of my venture capital investment tax offset to complete ...

  I wrote about FIRE (Financial Independence Retire Early) at least once before . The Retire Early bit is the problematic bit. It makes muc...

It was another month of increases in world stock markets. The MSCI World Index rose 2.53%, the S&P 500 by 3.04%, and the ASX 200 rose 2...

Well not quite . But people think they are more average financially than they are , on average. But the strange thing is that most peopl...

The final numbers are now in for the first half of this year with the report of a venture capital fund for June. I was curious how different...

Meb Faber refers to the total gain on an investment over time in terms of "baggers". If you invested $1,000 and made $9,000 then ...

This morning I got a text from a real estate agent offering to send me an updated appraisal of our house's value because "prices ar...

    Ramit Sethi has started a podcast  titled of course: "I Will Teach You to be Rich" and subtitled: "Real money stories f...

It was another month of increases in world stock markets. The MSCI World Index rose 0.72%, the S&P 500 by 2.38%, and the ASX 200 rose 1...

I'm making an investment in a pre-IPO company alongside a venture capital fund and other investors. I valued the company based on their ...

We have now executed a major part of the financial plans I developed in 2018 . We deployed almost all the inherited capital - we still ha...

There was an interesting comment in the latest Millionaire Interview at the ESI Blog: "I find it a bit silly how most people focus on ...

This graph shows the increase as a fraction of the original when new sales price in two neighboring developments in our city since the begin...

This house is in the sister development to ours on the other side of the hill. It borders the reserve just like ours. The house is a bit bi...

A couple of months ago I discussed my career decision making issues. I made a decision and will take long service leave next year and reduc...

For the last four years I've been putting together reports on our spending over the Australian financial year, which runs from 1 July to...

This month I completed the review of all our investments . The Australian Dollar fell from USD 0.7738 to USD 0.7500. It was another month of...

Bill Ackman posted a link to this presentatio n on Twitter. I have 3,000 shares or a 2% of net worth position. We also have 5,000 shares of...

Managed futures have not performed well in recent years, but I am betting that they will make a bit of a comeback. Macquarie Winton Global A...

MCP Income Opportunities Fund (MOT.AX). Share of net worth: 1.75%. IRR: 14.8%. This fund invests in Australian private credit. It yields ar...

In my usual reporting, gold is a separate category from real assets. I plan to put 10% of gross assets into gold and 15% into real assets. 1...

The private equity category includes both venture capital, buyout funds, and SPACs, which acquire private companies to take them public. W...

This video was posted on Reddit and endorsed by Bill Ackman on Twitter . I had been thinking about buying into Pershing Square Tontine Hol...

Regal Funds (RF1.AX). Share of net worth: 5.63%. IRR: 45.7%. This is a multi-strategy hedge fund listed on the ASX that has performed very w...

In 2019 I cancelled my own , but didn't know I could cancel Moominmama's. As she is 11 years younger than me, the premia were nowher...

This was a month of consolidation as I tidied up the SMSF and its repercussions and launched a review of all our investments . The Australia...

 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. ...