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Our Monthly Portfolio Update - June 2026
Every month we open the books and share exactly what we're buying, holding and watching. In this update, we unpack the stocks and funds that drove our portfolios higher in June, why healthcare staged a major comeback, and the thinking behind a major portfolio restructure into active fund managers. Plus, we share the long-term investment themes that are shaping what comes next, in anticipation of our new 10-part series dropping next Monday - The Decade Ahead.
In this episode:
00:00 – Portfolio update & Big Announcement
02:58 – June market recap & what moved global markets
06:43 – Bryce’s…
The skinny
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