Devon Toogood
Devon Toogood @DevonToogood

Resultat
Alla

8.41%2025
2025
39.32%2024
2024
31.33%2023
2023
-9.43%2022
2022
39.3%0%-39.3%
Diskussioner
Devon Toogood
Australien
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... Visa mer Översätt
Devon Toogood
Australien
2 mån
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... Visa mer Översätt
Devon Toogood
Australien
2 mån
📈 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... Visa mer Översätt
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BABA
Alibaba-ADR
158.10
0.88 (0.56%)
Devon Toogood
Australien
4 mån
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... Visa mer Översätt
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0700.HK
Tencent
608.08
-2.00 (-0.33%)
Devon Toogood
Australien
4 mån
Valaris (NYSE: $VAL.US (Valaris Limited) is one of the world’s largest offshore drilling contractors, operating a fleet of 49 high‑specification rigs—including 13 seventh‑generation drillships, two semisubmersibles, and 34 modern jackups—as of mid‑2025. After emerging from Chapter 11 in April 2021,... Visa mer Översätt
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VAL.US
Valaris Limited
59.77
0.33 (0.55%)
Devon Toogood
Australien
6 mån
Portfolio Update: New Position – Valaris ($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... Visa mer Översätt
Devon Toogood
Australien
7 mån
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... Visa mer Översätt
Devon Toogood
Australien
8 mån
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... Visa mer Översätt
Devon Toogood
Australien
9 mån
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... Visa mer Översätt
Devon Toogood
Australien
10 mån
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... Visa mer Översätt

Om Devon Toogood
Australien
Strategi: Värde

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