Moomin Valley

The Aura VF2 venture capital fund has reported for the final quarter of calendar year 2025 and it has jumped sharply into profit.   I now ha...

After several years of disappointing performance, Tribeca Global Resources (TGF.AX) has performed extremely strongly in recent months: My in...

I recently reported how well Little My's portfolio did in 2025. I was pretty pleased with his performance for the year. Today, my broth...

The Australian reports on superannuation funds' performance for calendar year 2025. Neither of our employer funds - Unisuper and PSS(AP...

Little My (our second child) had a good year investment-wise: His estimated pre-tax return was 20.8%.* The ASX200 had a gross return includi...

December was the first post-retirement month. I am changing the layout of these reports to remove investment performance over the last five ...

A couple of changes to the target portfolio.  There are really two target portfolios. One is our desired asset allocation and the other is t...

  From this video . Growth is relatively low currently. This explains why the Fed is cutting rates. The most bullish region for stocks is ...

In November, the Australian Dollar rose very slightly from USD 0.6542 to USD 0.6550 meaning that USD investment returns are slightly better ...

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...