Moomin Valley

Here is a summary of my 2024-25 Australian tax return (all numbers in Australian dollars): You can find previous years here . Our expected t...

I waited for all investment returns for the financial year to be in before posting this report, though, in the end, it didn't make much ...

I was wondering how much each asset class has contributed to our total profits to date. It was easy to compute this number using the spreads...

Back in April, I got a letter from the UK pension authority laying out the voluntary contributions I could make to get a UK pension. They se...

  I invested in this startup via Anglelist. Turns out that I invested more in this one (USD 15k) than any other, Now they are shutting down....

Opened a very small position (0.24%) in Ether (technically that is the correct name for the cryptocurrency via the QETH.AX ETF traded on the...

Just over a year ago, I sold out of Platinum Capital (PMC.AX). It had been under-performing and the company announced a plan to merge it wit...

In June, the Australian Dollar fell from USD 0.6559 to USD 0.6433 meaning that USD investment returns are worse than AUD investment returns....

Each year, I report on income and spending for the Australian financial year, which runs from 1 July to 30 June. This makes it easy to do a ...

WCM Global Quality just announced that they expect to pay a $1.73 per share unfranked dividend. I only bought shares in my name this year. M...

Generation Global Fund is one of our longest held investments. I first invested in April 2008 . It was a good fund but has been weaker recen...

Minor update to the existing allocation . Am combining cash with bonds and private equity and giving it a 10% allocation. Previously bonds a...

I updated the I Will Teach to Be Rich Conscious Spending Plan that I last did more than a year ago . I used data for the 2024-25 Australian ...

In May, the Australian Dollar rose from USD 0.6392 to USD 0.6431 meaning that USD investment returns are a bit better than AUD investment re...

  The Reserve Bank of Australia Building Same as last year , I just fixed my margin loan rate for the next financial year. The variable ra...

April was our third down month in a row, though the loss was less than in the previous two months. I also went through something of a mental...

It's time to update the target portfolio again. The last time I posted about this was here I think. The main change is that it is getti...

March was a second down month in a row. The Australian Dollar rose from USD 0.6208 to USD 0.6240 meaning that USD investment returns are a b...

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...