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 account to exceed $50,000 USD and am currently undertaking the CISI International Certificate in Wealth and Investment Management, both of which are mandatory for progressing to the Pro Popular Investor Tier. My exam is scheduled for the end of October. Funding will continue over the next two days — your copies will automatically adjust, and no action is required on your part (though you’re welcome to add funds if you wish). The strategy remains unchanged. My plan is to add to our existing positions while maintaining roughly 50% cash until the right opportunities arise. Patience is key at current market valuations, and I will not take unnecessary risks with your capital despite pressure to be fully invested. Thank you again for your confidence and ongoing support — it means a lot. — Devon
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