Courtney eveston Franklin @Cfranklin89: "Hello Investors, This post will..."

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Hello Investors, This post will be pinned for new and existing customers to better understand the overall direction and strategy going forward. If you have any questions, feel free to leave them in the comments. 𝙆𝙚𝙮 𝙏𝙖𝙠𝙚𝙖𝙬𝙖𝙮𝙨 • 𝙍𝙚𝙨𝙞𝙡𝙞𝙚𝙣𝙘𝙚 & 𝘽𝙖𝙡𝙖𝙣𝙘𝙚: The portfolio is being adjusted to be more resilient, balanced, and dynamic, not just high-conviction. • 𝙍𝙚𝙙𝙪𝙘𝙚𝙙 𝘾𝙤𝙧𝙧𝙚𝙡𝙖𝙩𝙞𝙤𝙣𝙨: Trimming overlapping positions and diversifying across sectors and regions to avoid concentration risks. • 𝙍𝙞𝙨𝙠-𝙊𝙣 / 𝙍𝙞𝙨𝙠-𝙊𝙛𝙛 𝘼𝙥𝙥𝙧𝙤𝙖𝙘𝙝: Greater focus on shifting between growth opportunities and defensive positions depending on market signals (interest rates, money supply, consumer sentiment, economic momentum). • 𝙁𝙡𝙚𝙭𝙞𝙗𝙞𝙡𝙞𝙩𝙮 & 𝙊𝙥𝙥𝙤𝙧𝙩𝙪𝙣𝙞𝙨𝙢: Holding cash or short-term bonds to take advantage of attractive opportunities. • 𝘽𝙧𝙤𝙖𝙙𝙚𝙧 𝙀𝙭𝙥𝙤𝙨𝙪𝙧𝙚: Increasing allocation to under-represented areas such as certain sectors, stocks, or international markets. • 𝙇𝙤𝙣𝙜-𝙏𝙚𝙧𝙢 𝙬𝙞𝙩𝙝 𝘼𝙙𝙖𝙥𝙩𝙖𝙗𝙞𝙡𝙞𝙩𝙮: The portfolio maintains a long-term outlook with added flexibility and reduced unnecessary volatility. • 𝙀𝙫𝙤𝙡𝙪𝙩𝙞𝙤𝙣, 𝙉𝙤𝙩 𝙊𝙫𝙚𝙧𝙝𝙖𝙪𝙡: A natural progression rather than a dramatic shift, aiming for stronger long-term positioning. 𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙐𝙥𝙙𝙖𝙩𝙚: 𝘼𝙙𝙖𝙥𝙩𝙞𝙣𝙜 𝙛𝙤𝙧 𝙖 𝙎𝙢𝙖𝙧𝙩𝙚𝙧, 𝙈𝙤𝙧𝙚 𝙍𝙚𝙨𝙞𝙡𝙞𝙚𝙣𝙩 𝙁𝙪𝙩𝙪𝙧𝙚 As markets evolve, so must we. Over the past few months, I’ve taken a closer look at our portfolio to make it not just high-conviction but also more resilient, balanced, and dynamic. Going forward, I’m making a few key adjustments to reduce unnecessary correlations between holdings and prepare us for different market regimes—whether it's a bull run, a slowdown, or something in between. This means trimming a few overlapping positions, diversifying across sectors and regions, and introducing elements that can hold up better in uncertain conditions. One big shift is thinking more about “risk-on vs. risk-off” behaviour—being able to lean into growth when the environment supports it and pivot to more defensive positions when caution makes sense. I’ll be watching indicators like interest rates, money supply, consumer sentiment, and economic momentum to help guide that process. This is not about trying to time the market. It's about watching for signals that the market is in our favour. Another key move is increasing exposure to areas we believe are under-represented, whether specific stocks, sectors, or whole international markets. This is why I will keep cash or short-term bonds for when these opportunities arise, as great opportunities are few and far between. And in a time when so much information is readily available, you have to be able to capitalise on it. While the portfolio will still have a long-term outlook, we’re also adding flexibility and smoothing out needless volatility over the long run. This isn’t a dramatic overhaul – it’s a natural evolution to keep us aligned with a fast-changing world. My aim is simple: a portfolio that performs over the long term, with a stronger foundation and more intelligent positioning for whatever comes next. More information will come as and when changes are made. For now, thank you for your ongoing trust and support as we build long-term value. Kind regards, Courtney

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