Defined Benefit vs. Defined Contribution Update
Each time I was given the choice to be in a defined benefit scheme or a defined contribution superannuation scheme,…
Save, Inherit, and Invest
I love reading the Millionaire Interviews at the Earn, Save, and Invest Blog. One of the questions they get asked…
Cadence Opportunities Starts Trading
I had decided not to buy more shares in the Cadence Opportunities (CDO.AX) IPO. But the stock closed at AUD…
Ruffer Investment Company Rights Issue
Ruffer Investment Company (RICA.L) launches a 1 for 4 rights issue at NAV. The stock has been trading for a…
Update on Australian Office Fund / Australian Unity Diversified Property Fund Merger
I have been planning to vote no on this merger for a number of reasons. The explanatory booklet for the…
Auction in Our Development
After a few recent sales in the neighboring development finally two houses were listed in ours. One was auctioned…
Changing Target Asset Allocation Again
I still think it is useful to have one… Reducing the bond allocation and moving it to the equity allocation…
Headhunter
I was contacted by a head hunter today for a senior government position on the borderlines of research and policy.…
October 2021 Report
The run of winning months in Australian Dollar terms continued. We haven’t had a losing month since March 2020. This…
Moominpapa's 2020-21 Taxes
I am finally able to submit my taxes for this year. Last year’s taxes are here. Here is a summary…
Cadence Opportunities IPO
Another “corporate action” to consider. Cadence Opportunities Fund attempted an IPO about three years ago, which failed. I invested in…
Corporate Actions
Two current “corporate actions”. Regal Funds (RF1.AX) announced a 1 for 3 rights issue at the net asset value of…
September 2021 Report
This month world stock markets finally declined. We only lost a little in AUD terms, showing the value of our…
Moominmama's 2020-21 Taxes
I finished Moominmama’s taxes for this financial year. I still need the details of my venture capital investment tax offset…
FI or FIRE?
I wrote about FIRE (Financial Independence Retire Early) at least once before. The Retire Early bit is the problematic…
August 2021 Report
It was another month of increases in world stock markets. The MSCI World Index rose 2.53%, the S&P 500 by…