Good morning 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.

NOTE: This is a quick update from our performance in May. Mark was out of the country in June, hence the delay.

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 May 2026, my portfolio contained 45 total positions, same as the month prior.

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:

Always trust the process. Do not get too high on big green months and not too low on bad months. As I mentioned in the last monthly update, my portfolio started off in the red, underperforming the market, but we have since turned things around in a big way and are once agin outperforming both the S&P 500 and the equal weight S&P 500.

However, it is quite exciting seeing the portfolio crossover the HALF MILLION figure. In the past 12 months, the portfolio has gained 37.5%, which is fascinating to see.

Since this is a late update, I won’t spend too much time updating here and will save that for the coming July Portfolio update (June Performance) coming soon.

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 May 2026, my brokerage portfolio contained 62 total positions — 60 stock holdings and 2 options contract.

Here is a snapshot of my portfolio:

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 kept the momentum going. Markets continued to push higher as sentiment remained constructive and investors stayed in risk-on mode through most of the month. The S&P 500 gained +5.13% in May, building on the massive April reversal and extending the recovery from the early year lows.

The portfolio gained +5.38% in May, finishing ahead of the S&P 500 for the month and well ahead of the Equal Weight S&P 500, which gained +2.51%. Two straight months of outperforming or matching the headline index during a strong rally, while also having held up better during the March selloff, is exactly the kind of consistency the portfolio is built around.

Year to date through May, the portfolio is up +12.97%, ahead of the S&P 500 at +10.73% and the Equal Weight S&P 500 at +8.74%. That is because managing the drawdown in Q1 created a cushion that has compounded as markets recovered. Now with two consecutive strong months in the books, the lead is more meaningful than ever.

Being net long equities in a trending market pays off, and May was another month where staying patient and staying invested was the right call. The diversified structure across growth, income, real assets, and cash continues to participate when markets move higher while providing a buffer when they do not. Through five months, that combination has the portfolio sitting comfortably ahead of both benchmarks heading into June.

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.

Again, I apologize for the delay as I was out of the country, so this is just a quick update on where the portfolio was as of the end of May.

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.