Good evening 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.

Let’s dive in.

Edge Announcements

🚨 MEETING REMINDER 🚨

The Monthly Meeting exclusively for Edge+ members will be held next week after market hours, July 14th at 5 PM EST. We will send out the link in Monday’s EDGE Report.

Here's what we will be covering

• A deep dive into Mark's personal portfolio, recent moves, and his top 10 individual holdings 

• Exclusive insights into the stocks we’re watching closely, complete with Edge scores and analysis

• A breakdown of the most intriguing charts we’ve seen recently

• PLUS, a live, interactive Q&A to get your burning questions answered

Portfolio Update - Mark

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

• Portfolio Snapshot

• Portfolio Performance

• Stock Purchases

• Stock Sells

• Watchlist

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

Portfolio Snapshot

As of the end of June 2025, my portfolio contained 48 total positions, as I initiated 3 new positions into the portfolio this past month.

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

Portfolio Performance

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:

We backed up May with another very strong performance in June and now firmly sit back atop the S&P 500, which is our goal coming into every year. Back to back strong months have resulted in $40K in adds to our portfolio.

The portfolio itself performed well as well as all of our new adds that we made in June, which were very timely. Our Marvell purchase, although it was not a huge buy, but those share popped more than 10% after purchasing them last month.

As we enter into July, it would be a critical time for the portfolio as the latest set of Earnings reports will start to roll out into August as well, which could cause some volatility. We will try to keep you up to date on those earnings as best we can, and as always, you can track our moves in real time within the discord.

The stock market and economy are in a good spot right now, but the next set of inflation reports will be very telling for what decision the Fed has to make on interest rates in the coming months.

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

Monthly Activity

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

Portfolio Update - Chris

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

• Portfolio Snapshot

• Portfolio Performance

• Stock Purchases

• Stock Sells

• Watchlist

*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.

Portfolio Snapshot

As of the end of June 2025, my brokerage portfolio contained 59 total positions — 57 stock holdings and 2 options contract.

Here is a snapshot of my portfolio:

Portfolio Performance

In this section, I will highlight the performance of my portfolio in June 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:

June delivered a strong +4.61% return for the portfolio, continuing to rebound off the April lows. While that trailed the S&P 500’s +4.96%, it comfortably outperformed the Equal Weight S&P 500’s +3.23%, as broad ETF exposure and tactical growth allocations worked together.

The biggest contributors by weight were VOO (+4.24%), QQQ (+5.43%), and VGT (+8.40%), which combined to lift the portfolio meaningfully. Individual standouts included Coinbase (+42.06%), Plug Power (+81.71%), Shopify (+8.27%), and Meta (+10.10%), with solid gains from Google (+4.31%), Apple (+1.72%), and Uber (+11.55%). Core dividend ETFs like SCHD (+0.95%) and VXUS (+2.16%) added quietly to the upside.

Not every position participated. Defensive names like McDonald’s (–6.00%), Procter & Gamble (–5.04%), and Enbridge (–2.71%) saw modest pullbacks, but their limited weight kept overall impact minimal. Elsewhere, most holdings posted gains, as even some previously lagging names like Disney (+9.79%), Block (+9.99%), and Target (+5.71%) joined the rally, reflecting broader participation across styles and sectors.

Year-to-date, the portfolio is now up +6.19%, ahead of both the S&P 500 (+5.50%) and the Equal Weight S&P 500 (+3.83%). That relative strength continues to come from disciplined diversification, balanced exposure to both cyclicals and defensives, and a willingness to lean into high-conviction growth.

Heading into July, the setup is constructive but not without risk. Inflation stickiness, rising trade tensions, and the Fed’s path forward remain live issues. I’ll stay nimble, letting winners run while keeping a close eye on breadth and rotation beneath the surface.

Monthly Activity

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

Want Our Portfolio Updates in Real Time?

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

And did you know we started an Edge+ Portfolio where we invest $250 per month to show you exactly how we would build a portfolio from scratch. You can follow along and build your portfolio with us!

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.

Closing Remarks

Both our portfolios have seen strong performances the past few months as we have passed firmly ahead of the S&P 500, which is our ultimate goal each year. With these past few months, I hope Edge+ subscribers have found value and been able to follow along on our journey of building wealth and navigating these markets.

July though will bring a new challenge with the first real inflation readings, where prices COULD be impacted, but if they are not as bad as some expect, the markets could continue a summer surge. The other thing to watch in July will be the start of the Q2 earnings season where we will get some updates on the companies we invest in and have on our watchlist. This time period tends to be more volatile, so be ready and know when your companies are reporting. Long term shareholders could get some opportunities on earnings dips.

There are still plenty of headwinds for the market to navigate with tariffs, inflation, and potentially the job market, but our job here at The Stock Investor’s Edge will be to keep you informed and give you our take as the information is released.

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.

If you enjoyed this Monthly Portfolio Update, then do us a HUGE FAVOR and SHARE THE INVESTOR’S EDGE WITH FRIENDS AND FAMILY. It’s the best way to help us out as it lets us grow and be able to keep bringing you great investment content.

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.