About this episode

Bryce and Alec review their portfolio performance for April 2026, discussing key stocks and market trends.

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. Sharesight makes tracking your portfolios easy. Save 4 months on any paid Sharesight plan at www.sharesight.com/equitymates In this episode: 00:00 – Welcome back: April portfolio review and what’s on the agenda 01:26 – Bryce’s portfolio: core ETFs, satellite positions and active managers 07:28 – Alec’s portfolio: DCA, income sleeve and infrastructure ideas 17:32 – Reporting season begins: why US earnings matter for their portfolios 17:52 – TSMC deep dive: AI demand, margins and valuation 22:58 – Spotify earnings recap: strong numbers, weak market reaction 25:26 – Four-step stock checklist: is Spotify still a hold? 34:06 – What’s next: upcoming earnings, thesis reviews and portfolio decisions Stocks and ETFs mentioned in this episode : Spotify (NYSE: SPOT), TSMC…

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