Our Monthly Portfolio Update - February 2026
<p>Bryce and Ren reveal what they bought, what sold, what performed, and what absolutely didn’t. Bryce goes deep on new positions and private equity allocations, while Ren unpacks what’s really driving returns and takes a deep dive into a new portfolio addition, Clean Harbors.</p><br><p><strong>In this episode:</strong></p><p>0:00 Monthly portfolio check-in format + what’s changing</p><p>1:50 Sharesight setup + why we track this way</p><p>2:25 Bryce update: redeploying core, Japan, GGUS, and buying Eli Lilly</p><p>11:09 Bryce performance: best/worst positions (and Bitcoin pain)</p><p>12:11 Ren update: …
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