Thanks for the comment - Our LEO exposure overall hasn't changed, still around 50% of the fund. These moves have been to boost income mainly, and to gain exposure to a diverse range of asset prices.
We now have 4300 sLEO. Waiting to see how it goes once yield is turned back on, would like to move our remaining 100k LEO over once everything stabilizes and the yield is predictable.
Would rather borrow against sLEO to buy into pre-sales than sell LEO, which will be a reality when @leostrategy roll out lending. Borrow at 5% interest (hypothetically) and buy assets with 10% yield, sounds like a winning formula.
As for income, currently it is all going into the weekly income split - will keep doing this for a bit as I need to save a big chunk of LEO from income to renew the LBI/LEO pool rewards. Once that pool is renewed (it is currently distributing 22 LEO per day), then I'll likely review the income split and get back to some more compounding.
Appreciate the feedback mate.