Devon Toogood
Devon Toogood @DevonToogood

Performance
Tout

8.84%2025
2025
39.32%2024
2024
31.33%2023
2023
-9.43%2022
2022
39.3%0%-39.3%
Discussions
Devon Toogood
Australie
1 m
Dear Copiers, I’m pleased to share that I’ve officially passed the CISI International Certificate in Wealth and Investment Management, and all funding above $50,000 USD has now been completed. This marks the final step toward my Pro Popular Investor Tier, which I expect to be confirmed next week. In... Afficher plus Traduction
Devon Toogood
Australie
2 m
Dear Copiers, Thank you all for your continued trust and support. The portfolio has recently undergone some rebalancing — there’s absolutely no reason to be alarmed. This activity is simply part of meeting the requirements for the next Popular Investor tier. Specifically, I am personally funding the... Afficher plus Traduction
Devon Toogood
Australie
2 m
📈 Alibaba ($9988.HK, $BABA (Alibaba-ADR) ) Update – Position Now +111% Dear Copiers, Alibaba has been a lesson in patience. Despite periods of volatility, the core thesis never changed, so it remained a key holding in the portfolio. That patience has been rewarded, with the stock now up 111%. This... Afficher plus Traduction
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BABA
Alibaba-ADR
154.81
-3.31 (-2.09%)
Devon Toogood
Australie
4 m
Dear Copiers, I’m pleased with the strong Q2 results from both $Meta and $0700.HK (Tencent) which continue to justify their place as long-term holds in the portfolio. Meta posted revenue of $47.5B (+22% YoY) and net income of $18.3B (+36%), with operating margin expanding to 43%. Ad impressions grew... Afficher plus Traduction
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0700.HK
Tencent
600.09
-4.91 (-0.81%)
Devon Toogood
Australie
5 m
Valaris (NYSE: $VAL.US (Valaris Limited) is one of the world’s largest offshore drilling contractors, operating a fleet of 49 high‑specification rigs—including 13 seventh‑generation drillships, two semisubmersibles, and 34 modern jackups—as of mid‑2025. After emerging from Chapter 11 in April 2021,... Afficher plus Traduction
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VAL.US
Valaris Limited
59.11
-0.71 (-1.18%)
Devon Toogood
Australie
6 m
Portfolio Update: New Position – Valaris ($VAL) Hi Copiers, We have initiated a position in Valaris, an offshore oil drilling company. The investment thesis is rooted in long-term structural tailwinds within the offshore drilling sector, compelling valuation metrics, and disciplined capital allocation. Valaris... Afficher plus Traduction
Devon Toogood
Australie
7 m
Dear Copiers, A quick update on our year-to-date performance and our largest holding’s latest results: YTD Performance – S&P 500: –3.47% – Our Portfolio: +3.63% We continue to benefit from our conservative, cash-heavy positioning, which has protected us through this volatility and given us dry... Afficher plus Traduction
Devon Toogood
Australie
8 m
Dear Copiers, This is not the time to panic. This is the time to hold strong. If the market continues to drop, this will be advantageous for us. We are positioned for this scenario with our heavy cash position. We will add to our highest conviction positions as well as add new positions when I see adequate... Afficher plus Traduction
Devon Toogood
Australie
9 m
Dear Copiers, In Chapter 8 of Benjamin Graham's "The Intelligent Investor," Graham introduces the character of 'Mr. Market', an emotional investor whose moods swing dramatically between optimism and pessimism. This analogy reminds us that investment decisions should never be driven... Afficher plus Traduction
Devon Toogood
Australie
10 m
Dear Copiers, We are 47 days into 2025. The S&P500 year to date is up 4.29%, while we are up 5.96%. This relative outperformance has been achieved despite having a large cash position currently. While I want to deploy this cash, it is important to be patient and only deploy capital into new positions... Afficher plus Traduction

À propos de Devon Toogood
Australie
Stratégie: Valeur

5+ years of investing experience. Value investor, 15%+ annual returns.
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