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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