Moomin Valley

Personal Finance, Investing, and Economics

Saturday, December 28, 2024

Who to Follow on Crypto?

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I've managed to build some confidence in investing in bitcoin and the larger crypto ecosystem by following a few key people: Oscar Carb...
Monday, December 02, 2024

November 2024 Report

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In November, the Australian Dollar rose from USD 0.6564 to USD 0.6515. Stock indices and other benchmarks performed as follows (total return...
Wednesday, November 20, 2024

Regal Funds Share Purchase Plan

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Regal Investment Fund (RF1.AX) is doing a share placement and a share purchase plan (SPP). Under the SPP you can buy up to AUD 30k of shares...
Tuesday, November 19, 2024

Australian Government Spending

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When you get your notice of assessment from the Australian Taxation Office when they have processed your tax return, they send you statement...
Saturday, November 16, 2024

Gold vs. Bitcoin

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  Our bitcoin position is now more valuable than our gold position. 11.5% of net worth is in bitcoin and 10.2% in gold both via ETFs. We als...
2 comments:
Tuesday, November 12, 2024

It's Feeling Crazy Again

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Things are starting to feel a bit crazy again . Yesterday, I was thinking: "Maybe this account could reach AUD 500k today!" It has...
Sunday, November 03, 2024

October 2024 Report

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In October, the Australian Dollar fell from USD 0.6913 to USD 0.6564, so US Dollar returns are lower than Australian Dollar returns this mon...
Wednesday, October 23, 2024

Transition to Retirement

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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?

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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

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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

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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

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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

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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?

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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

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  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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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?

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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

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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

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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 ...
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About Me

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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.
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