Portfolio Update May 2026

Currently owned stocks, what's on my watchlist, next buys.

Hello everyone,

I wanted to reflect on what happened since the last portfolio update and provide some updates on my current thoughts when it comes to Substack “career”.

To clarify, I’m not putting this post behind a paywall to “FOMO” anyone in. I don’t share buy/sell signals or make recommendations. I’m simply sharing my portfolio to provide transparency to paid subscribers - nothing more, nothing less.

So, let’s begin.