When Grantham Rings the Alarm Bell
If he is right, my portfolio is exactly where the damage would happen. Here is how I thought it through.
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May 2026 Portfolio Review: China Is Dragging Everything Down
May 2026 portfolio review is up. The headline +0.4% hides a tale of two portfolios — non-China up +28% YTD, China down -15.2%. I break down what’s dragging, why I’m still holding the AV names, and what I’m doing in June ahead of the FOMC on June 17.
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February 2026 Portfolio Performance: When the Plan Gets Tested
February was rough — my equities portfolio ended down 3.7% while the S&P 500 dropped 0.9%. A war in the Middle East, an AI wave gutting SaaS valuations, and inflation refusing to cooperate. Not exactly the month anyone planned for. But YTD I’m still up 4.0%, and the 2026 strategy is intact. Here’s what happened, what hurt, and what I’m doing about it.