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 on next week during market hours, June 17th at 2 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 May 2025, my portfolio contained 45 total positions, 1 less than the month prior.

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:

May was a STRONG bounce back month for the portfolio, as it was good to see green again on both the monthly basis, but also turning green for the year as well. Markets have bounced in a big way off the April lows, and although we have some caution about the near-term path ahead, we still remain steadfast in our belief of time invested over trying to time the market.

The portfolio was pretty much in lockstep with the S&P 500 during the month, performing very strong, and we still maintain a lead in terms of overall performance which is the ultimate goal.

As you will see down in the “Activity” section, we made some timely additions and timely sells to the portfolio. We added SCHG when we saw the turn back to growth which has paid off nicely and another huge impact came by way of adding to our NEE position, after its unnecessary sell-off.

As I mentioned, the markets seem like they are in a good spot, but their are some near-term issues that persist and could negatively impact the market, but our diversified portfolio is setup to handle that.

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 May 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 May 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:

May delivered a welcome reversal in momentum, with my portfolio climbing +3.99% for the month, a sharp contrast to April’s decline and a clear sign of broadening strength beneath the surface. While the S&P 500 gained +6.15% and the Equal Weight S&P 500 rose +4.15%, my diversified holdings posted a solid rebound, confirming the benefits of staying patient through volatility.

Growth stocks, international exposure, and steady performers in gold and income-focused ETFs all contributed to the bounce. Notably, positions in Amazon (AMZN), Meta (META), TSMC (TSM), Shopify (SHOP), and Palo Alto (PANW) surged over +10% in May alone, while gold ETFs such as GLD and GDX also staged meaningful recoveries. The cash cushion and defensive positioning continue to give me peace of mind even as the market rebounded from its April lows.

Year-to-date, the portfolio is now up +1.80%, outperforming both the S&P 500 (+0.51%) and the Equal Weight S&P 500 (+0.57%). That outperformance is being driven by sector balance, a healthy allocation to cash, and risk-managed exposure to growth via tech and international funds.

Looking ahead, I remain cautiously optimistic. Inflation pressures have eased slightly, but tariff overhangs and Fed ambiguity remain unresolved. I’ll continue monitoring macro headwinds while letting strong names run and trimming into strength when appropriate, as well as holding downside protection just in case.

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

We saw a continuation of the momentum in May after bouncing off the April lows. Both our portfolios performed quite well, which is always reassuring as we try and educate all our Edge subscribers even during difficult times and I think we have proven that over the start of this year.

2025 has brought plenty of twists and turns, but as an investor, it is important for us to stick to our strategies. It is easy to get pulled by headlines, but it is important to invest based on facts and sticking to your strategies of valuing stocks.

There are plenty of headwinds on the horizon from the impact of tariffs on inflation, June and July CPI will be huge, to the pending trade tensions across the globe. Right now, the “Risk On” trade feels strong, but anything can change on a dime, which is why we must maintain a well rounded portfolio.

June is the last month of Q2, so do not be surprised if you see some selling pressures towards the end of the month when hedge funds make some quarterly adjustments to their portfolios.

Forecasting the current environment is no easy task, since the tariff situation is one that remains fluid. The US and China still have a handshake agreement, which was extended for another 6-months and the US remains in discussions with other countries. Interest rates are not likely to drop until Fall at the earliest, but that could be a growth driver for stocks coming up.

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.