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.
I’ll be resuming updates on the main portfolio only in our monthly updates going forward, as this portfolio better reflects the strategies we teach in class.
I’ll share updates on the other portfolio only when we reach major milestones. The next milestone: US$1 million.
What a volatile month it has been for the markets — with the ongoing Iran–US war, renewed inflation fears, and rising unemployment adding to the uncertainty. More on all of this below.
We also had a really busy month, hence the delay in this post, culminating in our 1st Annual Meetup with our students on Thursday.
It was incredibly encouraging to hear how many of our students are not only beating the markets, but also making positive meaningful changes in their lives through investing. We’re especially proud of those whose portfolios have bounced back into profitability after suffering significant losses before joining our school. Seeing their progress really reminded Howie and me why we started doing this in the first place.
Public Portfolio Update: August 2026
YTD (1st Jan 2026 to 28th Aug 2026) performance: +24.41%
MTD (1st Aug 2026 to 28th Aug 2026) performance: +8.65%
Cash left uninvested: 0%
Our Portfolio Review:
(I) Markets recovered after July’s down month, as always, long term the market values fundamentals.
(II) Despite the market volatility and the S&P500 hitting new highs, Market fundamentals still growing stronger. Our theory is if the companies are doing fundamentally well, a big stock market crash would be unlikely.
(III) 2 market indicators I watch to determine health of S&P 500 companies:
>S&P 500 profit margins hitting record 16.9% in Q2 2026
>S&P 500 profit margins are increasing
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.