{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/8c560a52-84ff-4b06-b819-f4e9bd6e85ef/6a193a334a1ace4f139911a7?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Our Monthly Portfolio Update - May 2026","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/6113c4e58b49030d2716f6e0/1780038225065-f55b1194-0ebd-4177-b950-6d31aedb7705.jpeg?height=200","description":"<p>Bryce and Alec open the books on their portfolios after a big month in markets. AI continues to drive returns across the US and Asia, both portfolios saw core holdings run hard, and both made some tough sell decisions. They dig into thesis cards, active management, thematic ETFs, income investing and the challenge of balancing conviction with opportunity cost.</p><p><br></p><p><strong>In this episode: </strong></p><p>00:00 - May: The month of portfolio changes</p><p>01:49 - News &amp; markets driving these changes</p><p>03:21 - Portfolio performance overviews</p><p>05:53 - Bryce’s thesis cards and portfolio sells</p><p>12:00 - Ren trims down his individual stocks</p><p>15:54 - Active managers vs index ETFs discussion</p><p>21:29 - Bryce’s full portfolio breakdown</p><p>26:27 - Ren’s full portfolio breakdown</p><p><br></p><p><strong>Stocks &amp; ETFs mentioned:</strong> Vanguard Diversified High Growth Index ETF (ASX: VDHG), Betashares Geared U.S. Equity Fund (ASX: GGUS), Vanguard FTSE Asia ex Japan Shares Index ETF (ASX: VAE), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Samsung Electronics, SK Hynix, Micron Technology (NASDAQ: MU), CSL (ASX: CSL), Coinbase (NASDAQ: COIN), Betashares S&amp;P 500 ETF (ASX: IVV), Plato Global Alpha Fund, Betashares Geared Australian Equity Fund (ASX: GEAR), Global X Copper Miners ETF (ASX: WIRE), Betashares Gold Bullion ETF (ASX: QAU), Axon Enterprise (NASDAQ: AXON), Bitcoin (BTC), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares Global Shares ETF (ASX: EXUS), Betashares MSCI Emerging Markets ETF (ASX: BEMG), Betashares Global Royalties ETF (ASX: ROYL), ClearBridge Global Infrastructure Income Fund, Catapult Group International (ASX: CAT), Spotify (NYSE: SPOT), Eli Lilly (NYSE: LLY), Shopify (NYSE: SHOP), QXO (NYSE: QXO), Hims &amp; Hers Health (NYSE: HIMS)</p><p><br></p><p><em>Sign up today and save 4 months on any paid Sharesight plans: </em><a href=\"https://www.sharesight.com/au/equitymates\" rel=\"noopener noreferrer\" target=\"_blank\">https://www.sharesight.com/au/equitymates</a>/</p><p><br></p><p><strong>Resources Reference: </strong><a href=\"https://equitymates.com/episode/the-data-signals-that-predict-winning-and-losing-stocks-with-dr-david-allen/\" rel=\"noopener noreferrer\" target=\"_blank\">Dr David Allen Interview on Equity Mates</a>.</p><p><br></p><p>———</p><p><br></p><p>Want to get involved in the podcast? Record a <a href=\"https://tinyurl.com/4uw5f58j\" rel=\"noopener noreferrer\" target=\"_blank\">voice note</a> or <a href=\"https://tinyurl.com/2hyfsrw7\" rel=\"noopener noreferrer\" target=\"_blank\">send us a message</a></p><p><br></p><p>And come and join the conversation in the Equity Mates <a href=\"https://www.facebook.com/groups/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\">Facebook Discussion Group</a>.</p><p><br></p><p>———</p><p><br></p><p>Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – <a href=\"https://linktr.ee/equitymates\" rel=\"noopener noreferrer\" target=\"_blank\">we’ve got you covered</a>.</p><p><br></p><p>Keep up with the news moving markets with our <a href=\"https://tinyurl.com/2saau2ky\" rel=\"noopener noreferrer\" target=\"_blank\">daily newsletter</a> and podcast (<a href=\"https://tinyurl.com/yxm3mm2c\" rel=\"noopener noreferrer\" target=\"_blank\">Apple</a> | <a href=\"https://tinyurl.com/299dedpd\" rel=\"noopener noreferrer\" target=\"_blank\">Spotify</a>)</p><p><br></p><p>We’re particularly excited to share our latest show: Basis Points</p><ul><li>Listen to the podcast (<a href=\"https://tinyurl.com/2zmumf7v\" rel=\"noopener noreferrer\" target=\"_blank\">Apple</a> | <a href=\"https://tinyurl.com/mr4x8tae\" rel=\"noopener noreferrer\" target=\"_blank\">Spotify</a>)</li><li>Watch on <a href=\"https://tinyurl.com/yc596wem\" rel=\"noopener noreferrer\" target=\"_blank\">YouTube</a></li><li>Read the <a href=\"https://basispoints.beehiiv.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monthly email</a></li></ul><p><br></p><p>———</p><p><br></p><p>Looking for some of our favourite research tools?</p><ul><li>Download our free <a href=\"https://tinyurl.com/7k2z7ebx\" rel=\"noopener noreferrer\" target=\"_blank\">Basics of ETF handbook</a></li><li>Or our free <a href=\"https://tinyurl.com/4zjkm3pt\" rel=\"noopener noreferrer\" target=\"_blank\">4-step stock checklist</a></li><li>Find company information on <a href=\"https://www.tikr.com/?ref=equitymates\" rel=\"noopener noreferrer\" target=\"_blank\">TIKR</a></li><li>Research reports from <a href=\"https://goodresearch.com.au/ref/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\">Good Research</a></li><li>Track your portfolio with <a href=\"https://www.sharesight.com/au/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\">Sharesight</a></li></ul><p><br></p><p>———</p><p><br></p><p>Equity Mates Investing is a product of Equity Mates Media.</p>","author_name":"Equity Mates Media"}