Moomin Valley

Personal Finance, Investing, and Economics

Wednesday, February 26, 2025

VSS Update

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I now have a meeting lined up with my boss and discussed the whole thing with a colleague who took a similar package in 2020. He said that t...
2 comments:
Tuesday, February 25, 2025

VSS

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VSS stands for "Voluntary Separation Scheme". The details were announced this afternoon. There are three weeks to apply for it fro...
Friday, February 21, 2025

1997

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I feel that 1997 might be a good analogy to 2025. After an aborted recession in 1994 (2022) the stock market went up strongly in both 1995 (...
Thursday, February 20, 2025

Voluntary Redundancy

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So my employer announced a couple of days ago in the weekly newsletter that there will be a voluntary redundancy scheme. The details won...

Investments Review 5: Mature Stock Investments

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We usually classify the first of these investments as a hedge fund and the rest as stock investments, but here we can bundle them together a...

Investments Review 4: Mature Private Equity Investments

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3i (III.L) is one of our more successful and larger investments with an IRR of 24% and a net worth share of 4.4%. Note that the scale on th...
Tuesday, February 18, 2025

Investments Review 3: Mature Alternative Investments

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We start with our best investment ever in dollar terms: gold.  I first invested in gold back in 2006. Then there was a long period where th...
Monday, February 17, 2025

Investments Review 2: Mature Superannuation Fund Investments

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We each have an employer superannuation fund. Moominpapa has Unisuper (Sustainable Balanced Option) and Moominmama PSS(AP) (Balanced). Each ...
Sunday, February 16, 2025

Investments Review 1: Unprofitable Investments

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We have six unprofitable investments: Tribeca Global Resources Fund (TGF.AX) Unpopular Ventures Aura VF2 Dash Technologies/IPS Domacom (DCL....

Investments Review: 2025 Edition

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I have been closing some investments that I wasn't happy with, but it's several years since I systematically reviewed my investment...
Tuesday, February 04, 2025

January 2025 Report

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In January, the Australian Dollar rose slightly from USD 0.6196 to USD 0.6237 meaning that USD investment returns are a little better than A...
Saturday, February 01, 2025

Performance of Individual Investments 2024

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This post breaks down the investment returns for 2024 at a very granular level. Other costs and benefits like interest and fees and exchange...
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:
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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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