Moomin Valley

This is the action plan resulting from the Investments Review : Immediate Action 1. Stop re-investing distributions at Winton Global Alpha. ...

The last installment of the Investments Review, though, actually, there will be an action plan coming up! Bitcoin Portfolio share: 11.9% IR...

The smaller investments have done better here, which is not optimal... TIAA Real Estate Portfolio Share: 3.3% IRR: 4%.  I don't have ...

    James Hardie (JHX.AX) announced that they are acquiring US company Azek and the merged company will have a primary listing on the NYSE...

Interesting article in the AFR on what it takes to be in the top 1% in Australia currently by both income and wealth. You can go to the fre...

Because of the delay in completing this review, the last of these is now an unprofitable investment! WCM Global (WCMQ.AX): 1.7% of net worth...

I decided to rename this category "developing" as opposed to the mature investments we considered earlier. This section covers fiv...

Count Financial told clients to sell private credit funds managed by Metrics Credit Partners. This crashed the share price of MOT.AX, one of...

Here is another way of looking at the UK pension, which I have applied to contribute to. Our net worth not counting our house is about AUD...

  This was totally not on my radar. When procrastinating on Wednesday, I saw an article in the Fin Review about how Australians who had wor...

My call for a continued bull market in stocks is looking a bit crazy at this point, but note the drawdown at the beginning of 1997. Nothing...

February was the first down month after positive months. In dollar terms it was our third worst investment result after June 2022 and March ...

The latest episode . I met the director on Thursday. They didn't try to discourage me from doing it (I didn't expect they would). Th...

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...

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

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 (...

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

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...

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...

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...

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

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

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

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...

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

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 ...

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

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

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...