Our Monthly Portfolio Update - March 2026

In this monthly portfolio update, hosts Bryce and Ren from the Equity Mates Investing Podcast deliver a candid review of their investment performance for March 2026, a notably challenging month marked by geopolitical tensions, rising energy prices, and market volatility. The S&P 500 recorded its worst performance in four years, with both hosts' portfolios down significantly—Ren’s core portfolio fell 10%, while Bryce’s individual stock holdings dropped 12.5%. Despite the downturn, both emphasize the importance of maintaining a long-term perspective, dollar-cost averaging, and disciplined portfolio construction. They highlight key investments, including thematic ETFs in defense and Asian tech, active managers with strong track records, and individual stocks in healthcare and AI-driven sectors. A major theme is the strategic deployment of cash—Ren’s portfolio holds 15% in cash, with plans to deploy half within weeks, while Bryce reflects on the psychological difficulty of cutting losing positions and the value of sticking to a clear investment philosophy. The episode concludes with a strong call to action for listeners to stay engaged, invest consistently, and leverage tools like ShareSite for portfolio tracking and tax reporting. The hosts underscore that market dips, while scary in the moment, have historically been opportunities for long-term investors. They stress the power of diversification, active management’s ability to dampen downside risk, and the importance of not overconcentrating in individual stocks. Both express confidence that future self will be grateful for their disciplined actions during this tough period. The episode also features sponsor integrations for Vanta (compliance automation) and Viola Private Wealth (wealth management), with a strong endorsement of ShareSite as a critical tool for transparency and performance tracking across multiple brokers and currencies.