Our Monthly Portfolio Update - June 2026
About this episode
In this episode, the hosts provide a detailed update on their investment portfolios for June 2026, discussing market movements and future investment strategies.
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 portfolio: healthcare rebound & standout performers 14:24 – Ren’s portfolio: deploying capital into active managers 18:02 – Can active managers beat the index? 22:58 – Bryce’s full portfolio breakdown 25:50 – Ren’s full portfolio breakdown 30:10 – What's Next & The Decade Ahead preview Stocks & ETFs Mentioned: Pro Medicus (ASX: PME), Telix Pharmaceuticals (ASX: TLX), Eli Lilly (NYSE: LLY), TransMedics (NASDAQ: TMDX), Intuitive Surgical (NASDAQ: ISRG), CSL (ASX: CSL), Berkshire Hathaway (NYSE: BRK.B), Alphabet (NASDAQ: GOOGL), Axon Enterprise (NASDAQ: AXON), Hims & Hers…
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