Moomin Valley

I blogged recently about the proposed merger between the Australian Unity Diversified Property Fund and a Cromwell office fund. Today, I was...

Australian Unity Diversified Property Fun has a new merger proposal on the table following the failed merger in 2021-22 . This is a merger w...

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

Ramit Sethi advocates only tracking about four categories of spending and is critical of couples who do more fine-grained tracking . For the...

In May, markets were mixed. The MSCI World Index (USD gross) fell 1.00% while the S&P 500 rose 0.43% in USD terms. The ASX 200 fell 2.30...

I fixed my margin loan interest rate for the next year at 7.69% instead of a variable rate 9.15%. I am paying the interest in arrears. At th...

In April, stock markets continued to rise. The MSCI World Index (USD gross) rose 1.48% and the S&P 500 1.56% in USD terms, while the ASX...

So, Moominmama talked to HR about the "voluntary redundancy". They said that there was no restructuring in progress and she would ...

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...