Automation, brokerage trade-offs and deployment

Bryce and Ren kick off Monthly Portfolio Updates for 2026 sharing what they’ve changed over summer, how they’re thinking about core vs satellite, and why both are leaning harder into systems rather than hot takes.

In this episode:

00:00 What to expect in our monthly portfolio updates

03:08 Key portfolio changes over summer (debt recycling, leverage, structure)

07:02 Ren’s new core + building an all-weather income sleeve

11:49 Core portfolios deep dive: ETFs, gearing & brokerage choices

22:48 Satellite portfolios: active managers, Bitcoin & gold

28:08 Income strategies, risk management & wrapping up

📈 ETFs mentioned: QUA, ROYL, GHHF, DHHF, IVV, VAE, VEQ, G200, A200, BEMG

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