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RE: LBI Weekly Holdings and Income report - Week 54 - week ending10 August 2025

Personally been burned hard in past runs with getting greedy and holding too long. What say you, LBI holders?

I would say a little profit taking is never a bad idea. However this LEO run does seem a little different. Take a little here and there but hold on to most of it to see where this goes.

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The point of investment fund is to have someone who:

(1) looks for opportunities
(2) rebalances books when the investment hits

Good job on (1), esp with LSTR. Questioning (2) sounds weird.

Of course, some of the people that now know that going 100% into LEO is the obvious way are LBI holders. All the fund manager is obliged to do to serve them is to paste links to LBI:LEO (LSTR:LBI) liquidity pools.

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