Devon Toogood
Devon Toogood @DevonToogood

Prestaties
Alles

-0.77%2026
2026
5.70%2025
2025
39.32%2024
2024
31.33%2023
2023
-9.43%2022
2022
39.3%0%-39.3%
Devon Toogood
$HIFS (Hingham Institution for Savings) - Q2 2026 Book value per share is $230.83, up 13.0% from $204.36 a year ago. Add the $3.22 of dividends declared since and the return on book is about 14.5%. That's the number that matters with this bank. It doesn't chase loan growth. It compounds book. CORE... Meer weergeven Vertalen
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HIFS
Hingham Institution for Savings
309.33
-3.07 (-0.98%)
Devon Toogood
$BABA (Alibaba-ADR) & $0700.HK (Tencent) added to the Pentagon's "military companies" list — does it actually matter? On Monday the US Department of Defense published its updated Section 1260H "Chinese Military Companies" list. Alibaba, BYD, Unitree Robotics and a wave of... Meer weergeven Vertalen
Devon Toogood
New position: Kaspi.kz ($KSPI) — now 7% of the portfolio. I've been working on this one for a while and finally pulled the trigger. Kaspi is a super-app in Kazakhstan — payments, fintech, and a marketplace all inside one app — and it's reached a level of dominance I rarely see. Roughly three... Meer weergeven Vertalen
Devon Toogood
📊 $META (Meta Platforms Inc) Q1 2026 Earnings – What to Watch $META reports Q1 2026 earnings after market close on Wednesday. Here’s what I’ll be focusing on heading into the release: 1. Revenue Growth vs Guidance Management guided Q1 revenue to $53.5B–$56.5B, supported by: $META Strong advertiser... Meer weergeven Vertalen
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META
Meta Platforms Inc
589.85
-5.12 (-0.86%)
Devon Toogood
Hingham Institution for Savings ($HIFS) is a straightforward business. Commercial real estate and multifamily mortgage lending in Boston, Washington D.C., and San Francisco, funded largely by deposits and wholesale borrowings. The core story is margin recovery. The inverted yield curve crushed net... Meer weergeven Vertalen
Devon Toogood
Hi everyone, There’s been a major development in the offshore drilling space with Transocean ($RIG) announcing an all-stock acquisition of Valaris ($VAL), which neatly validates the original thesis behind the position. As a reminder, Valaris is one of the world’s largest offshore drilling contractors,... Meer weergeven Vertalen
Devon Toogood
Hi everyone, Just a quick update following my previous post regarding $BTC & $ETH — the plan remains the same and I’m continuing to stay patient and disciplined with execution. At this stage, we haven’t yet reached the key counter-trend rally levels I’m watching for a potential exit from crypto... Meer weergeven Vertalen
Devon Toogood
Hi everyone, I’m pleased to share that I’ve now been upgraded to Elite Popular Investor on eToro. Thank you to all my copiers for the continued support , this milestone reflects the strong long-term results we’ve achieved together. I now believe the crypto market cycle has topped, with $BTC reaching... Meer weergeven Vertalen
Devon Toogood
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... Meer weergeven Vertalen
Devon Toogood
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... Meer weergeven Vertalen

Over Devon Toogood
Australië
Strategie: Waarde

6 years of investing experience. Value investor, 25% annual returns since 2019.
Volledige biografie weergeven Vertalen
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22.1K Volgers