Latest / Equity Mates Investing Podcast
Our Monthly Portfolio Update - April 2026
Bryce and Alec are back with their May portfolio update, looking back on April’s performance across their core ETFs, satellite stocks, income sleeve, crypto and active managers. It’s a strong month on paper, but the real story is underneath the surface: Spotify’s sharp post-earnings drop, TSMC’s monster quarter, and Alec’s growing conviction that infrastructure could play a bigger role in an income-focused portfolio.
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In this episode:
00:00 – Welcome back: April portfolio…
The skinny
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