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.

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 April 2026, my portfolio contained 45 total positions, one LESS than I had 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:

What a turn of events for the stock market and my portfolio. The first quarter of the year was not great for markets, but April turned everything around. During the month of April, the S&P 500 climbed 10.5%, marking the single best one month performance since November 2020.

On the year, through April, the S&P 500 was up 5.7%, turning from red to green during the month.

As good as those figures were, we remained patient during the start of the year, building positions in high quality names while they were down. We had multiple buys in AMZN, AVGO, MRVL, and XLG just to name a few, all positions with sizable gains in April.

For the month, my portfolio increased an impressive 13.5%, increasing the portfolio by more than $55K. On the year, the portfolio is now in the green by 9.3% outpacing the S&P 500 both in April and in 2026 now.

As you know, it is our goal to outpace the S&P 500 every year, something we have done for 9 of the past 10 years.

The AI trade is in full swing and we are well exposed to it, but we also have built balance into the portfolio incase we go through any sort of pullback in the markets, but given the capex from the hyperscalers, which are turning into real profits for companies that can continue the momentum. Other areas are not as well off given the sticky inflation and high energy prices coming from the US/Iran war that continues into yet another month.

We are now through earnings season for the most part, so economic news and data points will control the narrative for the time being. I will continue to look for opportunities from a valuation perspective. My thoughts forward is given the momentum and the technicals flashing overbought, I do expect some weakness, but remain optimistic into the end of the year based on what I know now.

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 April 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 April 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:

April was one of the more dramatic months we have seen in a while. After a brutal start to the year, markets staged a massive reversal as sentiment shifted quickly. The S&P 500 surged +10.4% for the month, one of the strongest single-month performances in recent memory, as investors rotated aggressively back into equities across the board.

The portfolio had a strong month as well, gaining +9.3% in April. That is a big number in absolute terms, and while the portfolio trailed the S&P 500 slightly on the month, that is largely the tradeoff that comes with how we are built. A diversified portfolio with cash, income-oriented holdings, and real assets is not going to perfectly match a straight-up full risk-on month where mega caps and high growth lead the way. But overall, being net long equities tends to pay off over time, and April was a good reminder of that.

Year to date through April, the portfolio is up +7.2% compared to +5.3% for the S&P 500 and +6.1% for the Equal Weight S&P 500. The portfolio is ahead of both benchmarks on the year despite giving up a little ground in April, which is a direct result of how we managed the drawdown in March and earlier in the year. Losing less when markets are falling gives you a head start that is hard to erase even in a strong recovery month.

This is the core idea behind how the portfolio is managed. It is the combination of participating in the upside while limiting the damage during selloffs has kept my cumulative returns ahead of the benchmark year-after-year. 

April was a great month for markets. My portfolio benefited from it, and the YTD lead remains intact heading into May.

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.

Strong rebound in April to say the least after a weak March and really a weak start to the year in general. However, markets have turned green again on the year and our portfolios saw a strong bounce back as well.

The AI story continues to surge ahead, but its one sector with real earnings, which are making up a strong majority of the earnings growth we are seeing in the S&P 500 thus far.

Moving forward, although technicals are not great right now, showing overbought conditions, I am still optimistic for technology into the end of the year. The key question will be centered around inflation and elevated energy prices weighing on certain sectors.

Buying in the portfolio has slowed after the recent run, but I continue to look for opportunities. Moving forward, I will continue to stick to our system of buying high quality companies at great valuations.

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.