Moomin Valley

Personal Finance, Investing, and Economics

Friday, January 31, 2025

The Banana Zone

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So I wore this shirt to lunch with a couple of friends today: After the first friend left, I was saying how I hated buying clothes (because ...

Updated Annual Performance

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I said that I would update the annual performance numbers after receiving all private investment returns for the year. The final number for ...
Monday, January 20, 2025

The Australian Reports on Superannuation Fund Performance for the 2024 Calendar Year

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The Australian r eports on the best performing super funds for 2024 . They focus on lifecycle, balanced, and sustainable options. I am sure ...
Sunday, January 19, 2025

Annual Report 2024

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We are still waiting for the Aura venture funds to report, but I am guessing their values will be unchanged. So, now we can compute reasonab...
Saturday, January 18, 2025

Went Over the Transfer Balance Cap

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Intramonth, I've blasted through the transfer balance cap. This is the limit of AUD 1.9 million that you can transfer from an Australian...
Wednesday, January 15, 2025

Bought a New Phone

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I bought my existing phone, a Google Pixel 3a, just before the pandemic in early 2020. The battery has less and less life, it only has 64GB ...
1 comment:
Wednesday, January 08, 2025

Big Moomin's and Little Moomin's Investment Returns for 2024

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A year ago, we reconfigured Big Moomin's portfolio, which is managed by my brother, to provide better investment returns. This really p...
Friday, January 03, 2025

December 2024 Report

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The numbers in this report may change a little once all data on private investments becomes available. I will write an annual report after a...
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...
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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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