Daniell Wright @Twistery: "𝗗𝗲𝗮𝗿 𝗙𝗼𝗹𝗹𝗼𝘄𝗲𝗿𝘀 𝗮𝗻𝗱 𝗖𝗼𝗽𝗶𝗲𝗿𝘀 I hope..."

South Africa

𝗗𝗲𝗮𝗿 𝗙𝗼𝗹𝗹𝗼𝘄𝗲𝗿𝘀 𝗮𝗻𝗱 𝗖𝗼𝗽𝗶𝗲𝗿𝘀 I hope you are all still doing well. I’m pleased to share that I passed my CISI Level 3 Securities exam today with a final mark of 80%. It’s a huge relief to have this behind me. Thank you for your support during the preparation period, balancing full‑time employment with study wasn’t always easy, but it was worth it. With the exam done, I can now focus more time on producing DCF valuations and providing more frequent updates. I’m also looking forward to progressing toward the Pro Investor milestone. During the past week, I added additional funds and used them to increase our position in $MSFT (Microsoft) , which is still trading at an attractive valuation. I also topped up $VGSH (Vanguard Short-Term Treasury Index Fund) as part of a simple rebalancing exercise, as recent portfolio changes had reduced its weight. I will be sharing my next analysis soon. Thank you again for your continued trust and support. All the best, Daniell

Not investment advice. The author may have financial interests in the mentioned instruments.

2 Mentioned

MSFT

Microsoft

VGSH

Vanguard Short-Term Treasury Index Fund

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