Moomin Valley

Personal Finance, Investing, and Economics

Wednesday, October 23, 2024

Transition to Retirement

›
I am thinking of setting up a transition to retirement pension (TTR pension). This allows you to receive regular payouts from your superann...
3 comments:
Saturday, October 05, 2024

Scammed Again?

›
About a year ago, I got scammed for more than $2,000 . I managed to get the money back from the merchant and only had foreign exchange conv...
Friday, October 04, 2024

September 2024 Report

›
This was an average month in terms of investing activity. Spending fell steeply again to AUD 7.4k but it is going to be up strongly in Octob...
Saturday, September 14, 2024

Moominmama's Taxes 2023-24

›
I also did Moominmama's taxes for this financial year. It only took me about 2 hours to do both as I am very organized :) You can find p...

Moominpapa's Taxes 2023-24

›
I did our taxes earlier this year as Aura sent me a tax statement earlier than in previous years. Here is a summary of my taxes. You can fin...
Monday, September 02, 2024

August 2024 Report

›
This was a relatively quiet month with little investment activity. I was busy working on my teaching. We spent AUD 6k less than last month t...
Monday, August 26, 2024

Should You Keep Your Superannuation in Accumulation Mode?

›
The accepted wisdom is that as soon as you retire in Australia and are over 60 years old, or as soon as you hit 65 years old even if you are...
5 comments:
Sunday, August 18, 2024

New Spending Sub-Category

›
  As the Sydney Morning Herald personal finance newsletter, Real Money , is featuring car expenses this week, I was curious about how much ...
Saturday, August 03, 2024

July 2024 Report

›
This was a better month, ending with us outperforming all benchmarks apart from the ASX200 and MSCI. Spending hit almost AUD 25k this month,...
Saturday, July 27, 2024

June 2024 Report

›
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...
Wednesday, July 24, 2024

Sold All My Shares in Platinum Capital

›
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...
Wednesday, July 17, 2024

Integrated Portfolio Solutions Acquired

›
Back in 2021, I co-invested alongside Aura AUD 100k in Integrated Portfolio Solutions, a private company. At the time, I thought there wasn...
Tuesday, July 16, 2024

Longwave Small Australian Companies

›
Recently, what used to be the First Sentier Developing Companies Fund became the Longwave Small Australian Companies Fund. In other words, F...
Tuesday, July 09, 2024

Superannuation Returns for the 2023-24 Financial Year

›
The Australian reports on the performance of superannuation funds for the just completed financial year. This year, retail funds tended to ...
Saturday, July 06, 2024

Spending 2023-24

›
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...
Sunday, June 23, 2024

Revisiting Inflation vs. Investment Returns

›
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...
Thursday, June 20, 2024

Coinsnacks Issues Negative Report on Defi Technologies

›
Coinsnacks issues a negative article on Defi Technologies . The stock fell 25-30% in Tuesday trading as a result. The article is very select...
Monday, June 17, 2024

Getting a Bit Crazy

›
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...
Monday, June 10, 2024

L1 Long-Short Fund

›
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...
Sunday, June 09, 2024

Regal Partners Thesis

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

Relative Wealth

›
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...
Saturday, June 08, 2024

Cambria Funds Launches a New Managed Futures ETF: How Will it Perform?

›
Cambria Funds have launched a new managed futures ETF – MFUT – managed by Chesapeake - Jerry Parker's (one of the turtle traders ) fir...
Friday, June 07, 2024

Defi Technologies Announces a Stock Buyback

›
The news is pushing the price up strongly again today, though they won't start buying till next week.
Thursday, June 06, 2024

May 2024 Report

›
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 ...

Sold 500 Shares of 3i

›
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...
Tuesday, June 04, 2024

Regal Partners Acquires Merricks Capital

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

Pershing Square Sells Stake in Management Company

›
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 Announces More Trading Profits in May

›
Defi Technologies put out a press release announcing another USD 40 million in trading profits in May. If this is sustainable, the company ...
Saturday, June 01, 2024

Alternative Way to Value Our House

›
  Based on recent sales at our development of 96 "townhouses" and the neighboring development built by the same developer, I estim...
2 comments:
Sunday, May 26, 2024

SMSF Portfolio Allocation

›
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...
Saturday, May 25, 2024

Chosing a Fixed vs. Variable Interest Rate Again

›
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...
Thursday, May 23, 2024

Defi Technologies Seeking Formal US Listing

›
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 ...
Tuesday, May 21, 2024

Zacks Report on Defi Technologies

›
Get the report here . Bottom line is: "Unsustainably Low Valuation". They have a valuation target of USD 3 vs. the current price o...
Saturday, May 18, 2024

Keith Haring Painting in Exhibition

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

New Investment: Defi Technologies

›
Anthony Pompliano recommended Defi Technologies in his daily newsletter, the Pomp Letter. He is heavily invested as his research firm was ...
Monday, May 06, 2024

SPY vs. Putnam BDC ETF

›
The Putnam Business Development Company ETF (PBDC) has outperformed the S&P 500 since inception with lower volatility. No guarantee this...
2 comments:
Saturday, May 04, 2024

April 2024 Report

›
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...
‹
›
Home
View web version

About Me

My photo
mOOm
I'm an economist and an active investor and currently live in Australia. I'm a global investor though I focus on investments in the Anglophone world and particularly in Australia. This blog tracks investment performance and discusses personal finance, investing, and trading from an economic perspective. In the picture, Moomin is looking for treasure.
View my complete profile
Powered by Blogger.