Moomin Valley

I was dissatisfied with my investment return of only 5.69% last year and so decided to eliminate some of my boring funds and take on more...

The company announced the result of its strategic review : They will merge the listed investment company PMC.AX and their ETF PIXX.AX. The p...

Back in 2021, I co-invested alongside Aura AUD 100k in Integrated Portfolio Solutions, a private company. At the time, I thought there wasn...

Recently, what used to be the First Sentier Developing Companies Fund became the Longwave Small Australian Companies Fund. In other words, F...

The Australian reports on the performance of superannuation funds for the just completed financial year. This year, retail funds tended to ...

For the last seven years I've been putting together reports on our spending over the Australian financial year, which runs from 1 July t...

In January, I posted about how much of investment returns were being taken up to cover the effects of inflation . I fitted a quadratic curve...

Coinsnacks issues a negative article on Defi Technologies . The stock fell 25-30% in Tuesday trading as a result. The article is very select...

Crazy to see an investment up by more in a day than any of my investments have been up in a month before in terms of dollars.... So far it i...

The L1 Long-Short Fund (LSF.AX) is a closed end hedge fund listed on the ASX. It has had a very strong performance, beating the ASX 200 by...

Regal Partners (RPL.AX) – the listed management company of Regal Funds – has increased rapidly in price recently: I have doubled the size of...

Take all the bitcoin in the world and divide by the number of people - how much is an equal share? About 0.0025. Similarly, an equal share o...

Cambria Funds have launched a new managed futures ETF – MFUT – managed by Chesapeake - Jerry Parker's (one of the turtle traders ) fir...

The news is pushing the price up strongly again today, though they won't start buying till next week.

In May, the Australian Dollar rose from USD 0.6494 to USD 0.6650 so US Dollar returns are much stronger than Australian Dollar returns this ...

I sold another 500 shares of UK private equity firm 3i. At the peak I had 5,000 shares and a net investment of around £41k. Now I have 3,500...

Regal Partners announced that it is acquiring Merricks Capital, a private credit manager. The performance of their main fund is quite remar...

Pershing Square has sold a 10% stake in its management company for USD 1.05 billion. Last year, Pershing Square Holdings, its listed hedge ...

Defi Technologies put out a press release announcing another USD 40 million in trading profits in May. If this is sustainable, the company ...

  Based on recent sales at our development of 96 "townhouses" and the neighboring development built by the same developer, I estim...

As there has been a lot of recent change in the SMSF portfolio allocation, I thought I would have a detailed look at it. The last time I upd...

I fixed the rate of my CommSec margin loan over the last year. I now have a choice for next year. The variable rate is 9.65% while the fixe...

The company announced that it is actively seeking a listing on a US exchange and has hired Liquid Advisors to work on their case. It's ...

Get the report here . Bottom line is: "Unsustainably Low Valuation". They have a valuation target of USD 3 vs. the current price o...

 I am an investor in the painting on the left. Hopefully no-one will throw soup at it or something!

Anthony Pompliano recommended Defi Technologies in his daily newsletter, the Pomp Letter. He is heavily invested as his research firm was ...

The Putnam Business Development Company ETF (PBDC) has outperformed the S&P 500 since inception with lower volatility. No guarantee this...

All good things come to an end. This month was the first down month after a run of five winning months. It was also very busy investment and...

Platinum Capital is a closed end international hedge fund listed on the ASX, which I have invested in for a very long time. In the past, I g...

  The chart shows Bitcoin (blue) and the MSCI World Index (red) on two different scales. Major cycles in Bitcoin appear quite closely relate...

Following on from yesterday's post, I did some research on Australian Bank Hybrids. Essentially, a hybrid is a convertible bond. At a ce...

I just bought 1,000 shares of the Putnam BDC Income ETF . This is an actively managed ETF that invests in US business development companies....

I really messed up with bitcoin futures positions and lost a bunch of money. The triangle didn't work out. I really shouldn't trade...

I am following this dude closely on Youtube:

I'm not big on this sort of technical analysis and especially Elliott Wave but it is amazing how the CME Bitcoin Futures just touched th...

In January, I switched about half my CREF Social Choice (a 60/40 balanced fund) holding in my US 403b account into TIAA Real Estate. It was ...

To reflect my changing priorities I am raising the benchmark's futures allocation to 15% and reducing the hedge fund allocation to 15% o...

I invested in the APSEC hedge fund back in 2020 just after they outperformed strongly in the COVID19 crash. They have managed to about matc...

Gold just overtook Unisuper to become our most profitable (in absolute dollar terms) investment ever. Chart shows price of gold in Australia...

Also sold out of The China Fund (CHN) at a huge loss for this account (SMSF) though we only lost a little (USD -1.7k) in the long-term as we...

I sold my 100 shares of BRK/B. The last earnings report raised questions about the performance of several major Berkshire businesses. My t...

This was a very good month investment-wise. Not all numbers are in, we still might get updates from more illiquid investments. But based on ...

As Ramit's Conscious Spending Plan says that we aren't doing enough "guilt-free spending", I booked a trip to Queensland ...

Today I received three cheques in the mail from the Reserve Bank. Here is one: They are my payout from the collapse of HIH back in 2001 . It...

After a couple of failed attempts at merging the Diversified Property Fund with other funds, Australian Unity has decided to rid itself of...

So, as soon as I had increased the cash buffer i n our offset account, I got AUD 40k of capital calls, so back to square one again. The capi...

I am expecting my rate of return over the last 20 years to look bad this year because 2004 was such a good year. In 2004 I gained 42.4% comp...