Moomin Valley

Currently our portfolio is down about 6.5% this month compared to the ASX 200 down 7.5%. The 60/40 benchmark is down 4.5% and the target por...

I am helping a friend make a move from New York to Texas with financial advice and a small loan. Talking about budgeting got me to go look a...

I recently invested USD 5,000 in paintings I bought at large discounts on the Masterworks secondary market. I was thinking to do more such ...

The Australian Dollar rose from USD 0.6989 to USD 0.7116 meaning that USD investment returns are better than AUD investment returns. Stock m...

I hadn't realised I was still paying life and disability insurance premia post-retirement. I just cancelled them online, saving about AU...

  Little My (our younger child) has an investment bond managed by Generation Life . Now and then I decide to tweak the portfolio allocation...

I made a small investment of 500 shares of this ETF in the SMSF. It is an ETF of master limited partnerships, which are entities owning pipe...

In May last year, I switched from the Aspect Diversified Futures Fund to the Acadian Global Long Short Fund in our SMSF.* Since then Aspect...

I went to the auction of a townhouse within my data catchment that I use to estimate the value of our home:   It sold for AUD 920k with two ...

  I bought 2000 shares of ZIM. A takeover was announced by Hapag-Lloyd , but the shares are trading about 25% the acquisition price based o...

I recently reported that my investment in the Aura VF2 fund was now in profit. Now, our Angellist investments through Unpopular Ventures ha...

An interesting post from Financial Samurai or how closed-end funds trade . A closed-end fund is one that trades on a stock exchange but...

What is our exposure to the Mag 7 ? This came up in recent discussions. People are worried about being overly concentrated in a few maybe ov...

After looking over some of my previous annual report posts, I realised that I haven't posted long-term graphs of net worth in recent ann...

As promised, here are the individual investment results for 2025 (Australian Dollars): Other costs and benefits like interest and fees and e...

All $ signs in this report indicate Australian Dollars. I'll do a separate report on individual investments. I do a report breaking down...

I just updated this graph, which breaks net worth down into savings, inheritance, and investment profits.  Savings are from salaries etc a...

We had very strong investment performance in January, especially in USD terms. The Australian Dollar rose from USD 0.6674 to USD 0.6989 mean...

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 ...