Our Monthly Portfolio Update - August 2026
Summary
Equity Mates hosts Bryce and Randon review their August portfolio performance, highlighting gains in gold, copper, and Shopify while discussing their passive investment strategy. They announce Bill Ackman as a guest for their Finfest conference and address listener feedback regarding their use of mortgage equity and higher-fee active managers. The episode emphasizes their long-term horizon and the rationale behind their specific asset allocations.
Topics discussed
Sponsors: Ad Council, Vanta, and EquityMates Intro
Bill Ackman joins FinFest lineup announcement
August market recap: Rates, debt, and crypto surge
Bryce's portfolio: Gold, copper, and TransMedics wins
Randon's portfolio overview and DCA strategy
Deep dive: Shopify's recovery and AI sentiment
Sponsors: PIMCO and Liquid I.V.
Listener feedback: Risks of mortgage gearing
Listener feedback: Justifying active manager fees
Outro, FinFest tickets, and final sponsors
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