Classic Case of Bad Market Timing
At the beginning of the 2020-21 financial year the Macquarie Winton Global Alpha Fund (managed futures) had AUD 1.27…
More Saving
This blog hasn’t really been about saving money in terms of spending less. But facing a year with negative returns…
Not Renewing Wholesale Investor Status
I got a message from Interactive Brokers that I needed to renew my wholesale investor status as two years had…
Childcare and Education Spending
Spending on childcare and education is by far our largest spending category now and has gone up steeply. We are…
Lowered my Mortgage Rate
I read in the Australian Financial Review that having an offset facility usually means that the mortgage interest rate that…
August 2022 Report
August was a mixed month. The MSCI World Index (USD gross) lost by 3.64% and the S&P 500 lost 4.08%…
Transfer to HSBC Australia Didn’t Work
I transferred USD 1,000 from Interactive Brokers to the HSBC Everyday Global Account. I was surprised to find that they…
History of Franking Credits
This year’s tax returns include large amounts of franking credits connected to Australian dividends. I almost managed to wipe out…
Moominmama’s 2021-22 Taxes
I also did Moominmama’s taxes for this financial year. The post about last year’s taxes is here. Here is a…
Moominpapa’s 2021-22 Taxes
This year, I’ve prepared our tax returns earlier than usual as I have already received all the required information. Here…
Reduced Our Health Insurance Premium
Inspired by Jessica Irvine’s article on health insurance in the Sydney Morning Herald (I get her weekly newsletter), I…
HSBC Everyday Global Account
Back at the beginning of 2021 I opened an HSBC account for Moominmama because Plus 500 refused to send money…
Superannuation Performance Update
I just calculated the return on my TIAA-CREF 403b in Australian Dollar terms to compare to our Australian superannuation…
June 2022 Report
With the final private asset valuations complete, I am ready to present the June accounts. I needn’t have waited, as…
July 2022 Report
July was a reversal of June. The S&P500 gained more than it lost in the previous month and gold fell…
How I Made AUD 2,900 Instantly
A couple of days ago, I went on the Domacom platform just to see if anything was new. I found…
Career Update
A year on, the career plan needs updating. I agreed with the School Director to take long service leave in…
Sam Dogen Interview
Sam Dogen of Financial Samurai has first video interview. Finally, you can get to see him, even if you still…
A Tale of Two Bloggers
Enough Wealth has a new post comparing our two NetWorthShare net worth curves titled a Tale of Two Bloggers. He…
Division 293 Humblebrag
It looks like I will have to pay Division 293 superannuation contributions tax for the first time. This is an…
Some Good Financial News
Masterworks sold Lured by Cecily Brown for USD 1 million. The initial offer price was USD 605k. We are…
Portfolio Update
I did a bit of a portfolio planning exercise again with some moves planned. I tweaked the portfolio allocation a…