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.

On Tuesday March 17 at 2pm EST Mark will be hosting our Member’s Only Monthly Meeting. These monthly meetings are for Edge+ & Ultimate Edge members only, where we discuss my portfolio, any changes, market expectations moving forward, and also take your questions. We hope you can join the meeting.

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 February 2026, my portfolio contained 48 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:

Ouch! Duolingo and Hims & Hers were the primary culprits for what was an otherwise solid month for the portfolio, so if you were not in those names and followed my portfolio, you probably had green across your board, but not me. However, I have always prided myself on being transparent with you, the subscribers, because I am not going to sit up here and act like investing is easy and always green, ups and downs is part of the process, and we will dig out of this.

I dropped the dead weight in the past few weeks, regardless of the jump in HIMS, any time a management team loses my confidence I stick to my strategy and run, knowing full well that a short cover bounce could take place in which it did.

You have to think about it logically, Novo and Hims are 2 companies that weeks ago were at each others throats, claiming suit. Now here we are a few weeks later and they are buddy buddy being partners? It has to make you wonder, and it screams desperation to me, for both names.

I looked at February as an opportunity to reposition the portfolio, take advantage of some good entry points, and raising cash in some less than stellar positions. I closed out positions in 2 REITs, Realty Income after its big jump and then CubeSmart to purchase more AMZN and UBER, which were trading at solid valuations.

On the year, we are trailing the S&P 500 by a smidge, but it is still early and volatility can also bring some great opportunities, especially in the options market.

Now that we have the US/Iran war underway, that is bringing a lot of volatility that could have some short-term impacts on inflation by way of higher inflation, which could throw out the window any further rate cuts planned in 2026, so we need to plan on that when it comes to our portfolio.

We will remain busy providing high quality data and research reports to help give you an Edge in the markets as best we can.

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 February 2026, my brokerage portfolio contained 60 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 February 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:

February continued the choppier market environment that has defined the early part of the year. Stocks experienced sharp swings throughout the month as investors reacted to macro headlines, shifting expectations around interest rates, and geopolitical developments that added another layer of uncertainty to the outlook. Instead of a steady trend higher, the market spent much of the month moving sideways with bouts of volatility as leadership rotated between sectors.

Against that backdrop, the portfolio declined slightly in February but still held up meaningfully better than the broader market. The portfolio finished the month down -0.26%, compared with a -0.87% decline for the S&P 500. The Equal Weight S&P 500 rose +3.40%, reflecting stronger performance across a broader set of stocks beyond the largest companies. Even with the modest pullback, the portfolio once again outperformed the headline index during a volatile month.

Part of that relative resilience came from positioning and risk management. The portfolio maintains a diversified mix of core index exposure, individual equities across multiple sectors, dividend payers, real assets such as energy and gold, and a meaningful cash allocation. That structure helped cushion volatility during market pullbacks while still allowing participation in areas that held up better during the month.

Hedges also played a role. Several small SPY and QQQ put positions provided protection during market weakness and helped offset some downside pressure as volatility increased. While hedges are not expected to drive long term returns, they can help smooth performance during periods when markets become more unstable.

Overall, February reinforced the same theme seen repeatedly over the past year: markets can remain volatile even when the long term trend is constructive. By maintaining diversification, holding a mix of growth and income generating assets, and selectively using hedges, the portfolio has continued to navigate these swings effectively and maintain consistent outperformance versus the broader S&P 500.

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.

The stock market has remained volatile, and things went up a notch of late with the US/Iran war, bringing further volatility into March. The war is expected to be short, but we will see about that and the longer it goes on the more it can impact the markets.

However, from an investor standpoint, this also creates a lot of opportunity especially in businesses that may not have much exposure to the war, think of technology players. Volatility creates fear, but fear creates great opportunity for stock pickers.

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.

I hope you can join on Tuesday March 17 at 2pm EST for our Member’s Only Monthly Meeting.

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.