Our Monthly Portfolio Update and thoughts for trading 2026
January 2026
Dear Investor,
Zee here. Time of the month again, to share our monthly update on our portfolio. You can read last month’s portfolio update here.
Announcement:
Join us on Monday 9th Feb 2026, for our live Free webinar “One CEO, Two Universes: Tesla Today, SpaceX Tomorrow?”.
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Here is what I think of 2026 in 8 charts:
(1) 2026 is President’s Trump Mid-term year, which will likely be flat for most parts of the year.
(2) Midterms also features a major US Election for House, Senate and some Governors seats, which causes the uncertainty.
(3) In Midterm years, markets usually pullback the most.
(4) In Midterm years, markets grow the most post-Midterm elections.
(5) Recession unlikely as Corporate earnings of S&P500 are still climbing.
(6) Americans are borrowing less money than they used to.
(7) The Mag 7 is not as top heavy.
Public Portfolio Update: January 2026
YTD performance: +3.41%
MTD performance: +3.41%
S&P500 YTD (Dark Blue line): trailing behind.
Cash left uninvested: Fully invested
Note: No new additions to the portfolio.
Our Portfolio Reviews:
(1) Gold: We were studying gold and its recent rise, but decided to not to enter: No conviction and not our circle of competence (COC).
Disclaimer:
All information here is for educational purposes only. This is not financial advice. Please do your own research and speak with a licensed advisor before making any investment decisions. Past performance is not indicative of future returns. How we invest may not suit your investment goals and risk management profile.