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

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.