Portfolio update | June 2026

Discussing the current portfolio, my buys, sells, and thought on our holdings.

Welcome back, Fluenteers! 👋🏻

Ouch… I must start by sitting in the confession chair since I haven't posted a portfolio update in two months. Therefore, my honest and humble apologies. I take responsibility for my lack in this area and have taken steps to keep this project going without hiccups.

Today we have another portfolio update for the month of June.

As usual, I’ll go over my portfolio transactions, share thoughts on current market dynamics and events, and discuss some of our positions that need more depth. I’ll be discussing both the good and the bad, of course.

Let’s dive into the portfolio.

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