Investments Review: Part 8, Managed Futures
Managed futures have not performed well in recent years, but I am betting that they will make a bit of…
Investments Review: Part 7, Bonds
MCP Income Opportunities Fund (MOT.AX). Share of net worth: 1.75%. IRR: 14.8%. This is fund investing in high yield Australian…
Investments Review: Part 6, Real Assets
In my usual reporting gold is a separate category to real assets. I plan to put 10% of gross assets…
Investments Review: Part 5, Private Equity
The private equity category includes both venture capital, buyout funds, and SPACs, which acquire private companies to take them public.…
Pershing Square Tontine Holdings
This video was posted on Reddit and endorsed by Bill Ackman on Twitter. I had been thinking about buying into…
Investments Review: Part 4, Hedge Funds
Regal Funds (RF1.AX). Share of net worth: 5.63%. IRR: 45.7%. This is a multi-strategy hedge fund listed on the ASX…
Cancelled Moominmama's Income Protection Insurance
In 2019 I cancelled my own, but didn’t know I could cancel Moominmama’s. As she is 11 years younger than…
May 2021 Report
This was a month of consolidation as I tidied up the SMSF and its repercussions and launched a review of…
More Investment Review Actions
Following up on Parts 1 and 3 of the Investment Review I am making the following changes: 1. Switching from…
Investments Review: Part 3, Small Cap Australian Equities
CFS Developing Companies. Share of net worth: 2.06%. IRR: 12.86%. This is one of my oldest investments. I originally invested…
Career Update etc.
About a month ago I posted about my career decision-making. So, because I ummed and ahhed, the incoming director found…
TIAA Real Estate Fund
I haven’t gotten around to reviewing the TIAA Real Estate Fund yet, but have decided to buy more of it.…
Already Making Changes Based on the Investment Review
I’ve only done the first two parts of the Investments Review, but am already making changes to our portfolio based…
Third Point and AlphaSimplex
I don’t write much on the blog about investments I evaluated but rejected. There are quite a lot of these,…
Investments Review: Part 2, Long-only Large Cap Equities
For the second part of the investments review, I am looking at our long-only large cap equities funds. Usually, I…
Investments Review: Part 1, Diversified Funds
After noting that we had at a conservative count, 40 different investments, I thought it’d be a good idea to…
Adjusting Estimated Real Estate Exposure for Leverage
I realized that because the URF.AX fund, which is invested in New York and New Jersey real estate, is highly…
Two More New Investments
We’re still in the process of reinvesting after the most recent reorganization, which centred on rolling over my Colonial First…
And in to Ruffer
I invested most of the remaining cash in the SMSF into Ruffer Investment Company. This is a closed end…
Got Out of Treasury Wine
Was getting bored of Treasury Wine (TWE.AX) so I exited the position. Probably now there will be a takeover announced…
First Investment through Domacom
I made my first investment using the Domacom platform. I bought some shares in a cattle grazing property…
April 2021 Report
This month we completed the initial investments in our self-managed superannuation fund (SMSF). I stopped systematic trading for the moment.…
Career Decision-Making
My university has a big deficit currently and one money-saving move has been to ask people who are eligible to…
Argo Investments Again
Back in 2012 I invested in Argo Investments for a while. I don’t know why I sold it. There…
Bond Investments and Overall SMSF Allocation
I made three bond investments and have completed the initial investments for the SMSF. I bought two US baby bonds…
Second New Property Investment: Domacom
I made a second property investment application today. This one is to Domacom which is a fractional property investment or…
New Investment: Australian Unity Diversified Property Fund
This is the first new investment in our SMSF. Real estate is the area where we are most underinvested relative…
Stopping Systematic Trading Again…
Of course, bitcoin went straight down after I got in and I have now closed that trade. There was no…
Bitcoin
I’m finally back into Bitcoin. The position I could get was tiny. Margin requirements are crazy. On IB they are…
March 2021 Report
This month we took some big steps towards fully setting up our self-managed super fund. Trading didn’t go well, but…