Moomin Valley

  It's one of the paintings I invested in. The price uplift is 43%. They are claiming a 33% IRR after fees. My original investment was ...

I think all investment valuations for 2021 are now in. So, as I promised here is the profit or loss on each individual investment. We didn...

I bought some shares of WAM Leaders (WLE.AX) in our SMSF. The position is only 0.16% of the total portfolio so far but I will likely add to ...

Stock marke ts fell, with the MSCI World Index (USD gross) falling by 4.89%, the S&P 500 by 5.17%, and the ASX 200 by 5.80%. All these a...

Back in May , I predicted that the TIAA Real Estate Fund would perform well and shifted almost all my US retirement account into it. Well, i...

  We have been fully invested in the SMSF for 9 months now. It's more volatile than PSSAP – Moominmama's employer super fund and abo...

Looks like this will be our first down month since March 2020. At this point, we are roughly down 1.75% in AUD terms and 2.95% in USD terms ...

Australian Unity Office Fund (AOF.AX) announced that the merger with the Australian Unity Diversified Fund has been cancelled. It's od...

Overview  The biggest development this year at Moomin Valley is that we set up the SMSF . We also finished investing the money we inherit...

  Stock markets performed very strongly, with the MSCI World Index rising by 4.03%, the S&P 500 by 4.48%, and the ASX 200 by 3.15%. Al...

  Australian Office Fund (AOF.AX) announces that the merger meeting is delayed till at least February because some large shareholders gave ...

The MSCI World Index fell by 2.38%, the S&P 500 by 0.69%, and the ASX 200 by 0.37%. All these are total returns including dividends. The...

Each time I was given the choice to be in a defined benefit scheme or a defined contribution superannuation scheme, I chose defined contribu...

I love reading the Millionaire Interviews at the Earn, Save, and Invest Blog. One of the questions they get asked is "What would you s...

I had decided not to buy more shares in the Cadence Opportunities (CDO.AX) IPO. But the stock closed at AUD 3.00 on the first day, up from ...

Ruffer Investment Company (RICA.L) launches a 1 for 4 rights issue at NAV . The stock has been trading for a small premium. This isn't v...

I have been planning to vote no on this merger for a number of reasons. The explanatory booklet for the merger has been released to the AS...

  After a few recent sales in the neighboring development , finally two houses were listed in ours. One was auctioned on Saturday. I went to...

 I still think it is useful to have one... Reducing the bond allocation and moving it to the equity allocation including hedge funds.

I was contacted by a head hunter today for a senior government position on the borderlines of research and policy. Normally headhunters appr...

The run of winning months in Australian Dollar terms continued. We haven't had a losing month since March 2020. This is a 19 months run...

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...