Good afternoon investors!

Every month we publish our “Portfolio Update” — Edge+ members get a full access look into our portfolios, including holdings, performance, activity and our watchlists for the upcoming month.

We will send a note out next week in regards to the Monthly meeting for this month.

Now let’s dive into our Portfolio Update.

For those new here, IE+ subscribers get full access to my monthly portfolio updates, which includes:

*Note - this is the ONLY place where people can find our entire portfolios.

As of the end of March 2026, my portfolio contained 46 total positions, two LESS than it did in the prior month.

You can see all the portfolio activity down below, but first, here is a snapshot of my entire portfolio:

In this section, I will highlight the performance of the portfolio both on a MONTHLY and Year-To-Date basis.

For comparison, here is how the benchmark S&P 500 did during those same time frames:

And here is how the equal weighted S&P 500 performed:

March was the first full month in which we, as investors, had to deal with the repercussions of the US/Iran war. Although we beat the S&P 500 this month, I still do not like see RED, but we battled, remained patient, knowing this was a short-term blimp.

Did this pay off? In a BIG way because if I gave you an update as of today, this is a portfolio that has flipped in a BIG way, with the portfolio up more than 10% so far in the month of April. That right there is why I ALWAYS preach: “TIME IN THE MARKET, over trying to TIME THE MARKET.”

Do not get caught up in short term blimps, but rather focus on analyzing your companies, looking at valuations, and understanding the impacts the events could have on your investments.

Want to Learn How to Do this and Gain Deeper Knowledge?

This week I launched a new 6-week group Coaching program that will begin 4/17.

Here's what we'll cover together, week by week:

Premium members earn a $500 discount on the program when they use code: ROUSSIN500

As investors it is important to understand when events happen that can impact the economy for a long duration, but although the War was not something anyone roots for, we have been talking about how the economy can withstand the hit here in the US. There are going to be sectors that will be impacted but plenty that were not all that impacted by the war or the higher oil prices.

During the month of March I took advantage of the volatility by doing a Portfolio Cleanse, which involves looking at those smallest positions to see which of them I really wanted to keep and build in the future and which i was not crazy about. This allowed me to free up cash to put to work in positions I wanted to add more to.

In the down month, instead of acting emotionally, instead, I was a net buyer, adding to current positions and even initiating a few NEW positions, see in the activity section below.

We are now in earnings season, and things will ramp up in the coming weeks, so it will give us a chance to get updates on companies and see where management teams are guiding moving forward. All huge events for valuation purposes.

Stay tuned within our discord where Edge+ members get TRADE ALERTS, being notified of any changes I make to my portfolio in real time.

In this section, I detail out any transactions that were made within the portfolio during the month.

Every month, Investor’s Edge+ members get updates to my individual brokerage portfolio, which includes:

*Note - this update ONLY includes my brokerage portfolio. Retirement accounts, cryptocurrency, real estate and cash/cash equivalents outside of the brokerage are excluded from this update.

As of the end of March 2026, my brokerage portfolio contained 60 total positions — 60 stock holdings and 0 options contract.

Here is a snapshot of my portfolio:

In this section, I will highlight the performance of my portfolio in March as well as for the full year.

For comparison, here is how the benchmark S&P 500 did during those same time frames:

And here is how the equal weighted S&P 500 performed:

March brought a more difficult tape as the broad market sold off sharply across most sectors. Macro uncertainty due to US/Iran war concerns, skyrocketing oil prices, and shifting sentiment around the economic outlook drove elevated volatility throughout the month, with few places to hide. The S&P 500 declined -5.09% in March, underscoring just how broad and indiscriminate the selling pressure was.

Against that backdrop, the portfolio declined -3.88% for the month, finishing ahead of the headline S&P 500 by more than a full percentage point. The Equal Weight S&P 500 fell -6.18%, making the portfolio's relative performance even more notable. In an environment where the average stock was down significantly, the ability to limit the drawdown reflects the benefit of how the portfolio is constructed.

Several factors contributed to that relative resilience. The portfolio carries meaningful exposure to defensive and income-oriented positions, including dividend payers, real assets, and a cash allocation, which helped cushion the broader selling. Energy and gold-related holdings also provided a buffer during the month as those areas held up comparatively well while growth and technology names faced heavier pressure.

Hedges once again did their job. During months of sharp market declines, downside protection earns its place in the portfolio. While no hedge fully offsets a broad selloff, the combination of selective put exposure and diversification across sectors helped the portfolio absorb the month's losses better than the index.

Year to date through March, the portfolio is down -1.87%, which compares favorably to the S&P 500's -4.63% decline over the same period. Managing drawdowns in volatile markets is one of the most important aspects of long-term portfolio performance. Losing less on the downside compounds just as meaningfully as capturing upside, and March was another example of that principle in action.

In this section, I will go through the transactions that were made within the portfolio during the month.

Then you need to join the Discord! See our trades and portfolio moves as we make them and stay ahead of the market!

In addition, you can join Options Edge+ to see how we generate $1000s per month in income by utilizing our portfolio and stocks we want to buy, just at a lower price. Join today!

If you are only reading the newsletter, you are only getting a fraction of the benefits of being an Edge subscriber. Join us on Discord and level up your investing game.

Wild month to say the least, but months like we just went through. bring more opportunities than anything else. For those that understand how events impacts certain stocks and how to look at valuations, this is when generational wealth is built.

Real Wealth is built on RED DAYS and that is exactly what happened because when you fast forward to today, our portfolios have reversed 10% to the upside and again outpacing the S&P 500.

The markets are on a historical run of late, so would like to see that settle down, but earnings are beginning to roll in now that we have reached mid-April and I believe earnings season is going to be strong.

Looking forward to the rest of April.

Don’t make emotional trades, but stick to your plan, analyze the company, buy at sound valuations, and wait.

Being part of our discord community is vital right now because that is where we post all the up to the minute updates and trades as they are made, so you can choose to follow or not.

Here at The Stock Investor’s Edge, we are laser focused on helping educate investors of all levels, while also giving them full transparency into our personal portfolios.

We will continue to look for new ideas in the market and bring you as much information as we can to give you an EDGE in the markets.

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And don’t forget to LEAVE A COMMENT. Let us know your thoughts on our portfolios, share your watchlist for the month or even just let us know that you appreciate the content.

Thank you, and until next time investors!

Mark & Chris

The Investor’s Edge

Disclaimer

This article is intended to be for educational and informational purposes only. The views described in the article are those of the author’s and should not be construed as financial advice. Perform your own due diligence or contact your Financial Advisor before making any financial investment. I have positions in all of the stocks & ETFs mentioned below as of the publish date. This is a disclosure - not a recommendation to buy or sell stocks.