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Our Monthly Portfolio Update - August 2026
Bryce & Ren open up their portfolios for August, breaking down what moved, what didn’t, and why sometimes doing nothing is the best move. They unpack strong months for gold, copper, crypto & growth stocks, dig into Shopify’s rebound from the SaaSpocalypse, and respond to listener concerns about borrowing against the mortgage, geared ETFs and active management fees.
In this episode:
00:00 Exciting Finfest speaker announcement
03:33 August markets: rates, debt, reporting season & crypto
05:15 Bryce’s portfolio: gold, copper and Bitcoin deliver
10:26 Ren’s portfolio & the case for doing nothing…
The skinny
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