Moomin Valley

Moominmama was offered a redundancy package. Seems a bit like an offer you can't refuse. When she asked if she would be fired anyway if ...

In March, stock markets rebounded. The MSCI World Index (USD gross) rose 3.15% and the S&P 500 3.67% in USD terms, while the ASX 200 onl...

I just found that a lot of comments people made in the past were stuck in moderation. I didn't know "sometimes moderation" was...

 I entered a new yield curve trade - betting on a reduction in the inversion: This executed by buying a spread that is long two year treasur...

In February, stock markets fell again. The MSCI World Index (USD gross) fell 2.83% and the S&P 500 2.44% in USD terms, while the ASX 200...

In January, stock markets rebounded. The MSCI World Index (USD gross) gained 7.19% and the S&P 500 6.28% in USD terms, and the ASX 200 g...

I sold some Pengana Private Equity (PE1.AX) shares as they are trading above NTA and bought some Cordish Dixon Private Equity Fund III (CD3....

  The graph shows the average annual rate of return over the previous 20 years up to that date. Our target diversified portfolio has had a v...

Overview  This was the first year that our net worth fell since 2008. Investment returns were negative but the value of our house increased...

Venture capital returns won't be reported for another month, but I expect them to be flat, so that the final numbers are not far from wh...

One of Moominmama's friends (from undergrad days in the world's most populous country) told her they have bought a house in one of t...

Our utilities spending category had been rising strongly over time and so I decided to split out the "subscriptions" component: Th...

On the last trading day before Christmas, Domacom has been reinstated to quotation. I wonder where the price will end up? 7:27pm It went up...

In November, stock markets continued their rebound and the Australian Dollar rose strongly increasing US Dollar returns relative to Australi...

After recently adding a resource royalties strategy , Regal Funds (RF1.AX) are now adding a private credit strategy. They also announced a p...

In October, stock markets rebounded and the Australian Dollar ended close to flat. The MSCI World Index (USD gross) rose 6.06%, the S&P ...

  I was wondering whether we were getting worse off over time at my employer and so plotted my real and nominal pre-tax salary for the time ...

3.2% of households are in both the top income and top net worth deciles. That means their net worth is above $2.258 million and their annual...

  I didn't notice when the Australian Bureau of Statistics released the 2019-20 data on Australian household income and wealth distribut...

  Regal Investment Fund (RF1.AX) is continuing to diversify their portfolio. Recently, they added a water strategy through Kilter Rural. Now...

 Latest version of the famous J.P. Morgan graph: They estimate the returns for "average investors" from mutual fund flows. My retu...

Masterworks sold the third painting that I invested in, Gargantua by George Condo. The original offer price to investors was $1.65 million a...

In September the stock markets again fell sharply and the US Dollar rose. The MSCI World Index (USD gross) lost 9.53%, the S&P 500 9.21%...

Not sure why the calculation I posted here showed positive tax, but both the ATO and my own calculation show that Moominmama's tax asses...

 This is why I have been concerned about saving money recently: I'm currently forecasting that this year comprehensive after-tax income...

  At the beginning of the 2020-21 financial year the Macquarie Winton Global Alpha Fund (managed futures) had AUD 1.27 billion in assets. It...

This blog hasn't really been about saving money in terms of spending less. But facing a year with negative returns and maybe even a fall...

I got a message from Interactive Brokers that I needed to renew my wholesale investor status as two years had passed since I submitted an ac...

Spending on childcare and education is by far our largest spending category now and has gone up steeply. We are now at AUD 47k for the last...

I read in the Australian Financial Review that having an offset facility usually means that the mortgage interest rate that you are paying ...

August was a mixed month. The MSCI World Index (USD gross) lost by 3.64% and the S&P 500 lost 4.08% in USD terms, but the ASX 200 gained...