Moomin Valley

Time to tweak the target portfolio we use for benchmarking and asset class allocation. I am lowering the allocation to futures from 7.5% to ...

Moominmama is a Chinese Mum who stereotypically thinks you should sacrifice anything for your children's education. Her friend from uni ...

Masterworks sold the Hockney painting I invested in . Profit after fees is 23% and the IRR was 6%. They are giving the option to reinvest in...

I have been saying no to investing in Aura's new venture capital fund when I have been asked. My reason was that I am retiring and don...

In October, the Australian Dollar fell from USD 0.6613 to USD 0.6542 meaning that USD investment returns are worse than AUD investment retur...

As part of participating in the Aura Group capital raise , I had to get a new wholesale investor certificate. You have to do this every 2 ye...

Following up from the discussion on the safe withdrawal rate  here is the history of our required withdrawal rate. This is the past twelve m...

So, I now have a copy of the contract for my retirement and severance package, following it previously being approved . I will hand in the d...

I am trying to get in on this capital raise . Some details still need ironing out. I have investments in two of their venture capital funds...

In September, the Australian Dollar rose from USD 0.6540 to USD 0.6613 meaning that USD investment returns are better than AUD investment re...

In Australia, if you are between the ages of 60 and 67 and you are retired, you can make concessional retirement contributions even if you a...

A year ago, I wrote a post about whether you should initially keep your superannuation in accumulation mode when you retire. I thought tha...

I heard yesterday that my employer approved my redundancy under this round of the  voluntary redundancy scheme . So, if everything goes smoo...

There is lots of talk about equities being in a bubble and that a stock-market crash is coming given that unemployment in the US is edging u...

Report from Morningstar on investors' returns vs. fund returns. Due to badly timed trading, investors made 1.2% less per year than the f...

In August, the Australian Dollar rose from USD 0.6433 to USD 0.6540 meaning that USD investment returns are better than AUD investment retur...

The university has reopened the v oluntary redundancy scheme after saying that there will be no further forced redundancies. It looks like t...

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...