4 investors, $100,000: 3 months in, who’s ahead? | Portfolio Challenge

Equity Mates Investing Podcast · Apr 16, 2026 · 30m

Markets started the year strong, then geopolitics hit. With war tensions, oil volatility, and rate expectations shifting fast, the portfolio challenge is already testing conviction. But the real game is what happens next. Will Bryce, Alec, Cam and Ally seek the relief rally or draw down deeper?

In this episode:

00:00 – The $25K portfolio challenge explained

00:39 – Meet the competitors (and one strategic absence?)

03:11 – Market update: rallies, war, and oil shocks

08:16 – Bryce’s portfolio: down 5.5% and betting on a rebound

13:59 – Cam’s portfolio: uranium pain, long-term conviction

20:15 –…