I'm a little late on posting this but was working out some kinks on Stock Unlock with my tracking and trying to make some personal decisions about my portfolio. After a period of outperformance in 2025 I've spent 2026 losing the nice gain I had on my two target indexes; $XEQT and $SPY. I had to spend some time controlling my emotions as I had become frustrated with significantly losing the gains I had over the indexes. After going over my portfolio with a comb, I realized that I just... really... don't hate anything about it. I've been exposed to a lot of stocks the market has punished like $CSU, $AMZN, $MELI, $MSFT, $MA, $V, and so much more. But the fundamentals are stronger than ever. While I wait for the market to return to appreciation of value and quality, I have made some major changes in my portfolio. Cashed out $TOU for $ZEO, as the Iran was has really changed the thesis of oil (IMHO) and I do see Canada as a long-term benefactor of that chaos. Sold $FOUR and entered positions into $SN (which I have stopped buying because it's on a major run and has blown past my margin of safety) and $WTKWY which I am still AGGRESSIVELY buying. I've also diversified my gold/silver exposure into $FNV and $WPM in addition to $FVI and am taking full advantage of the recent weakness as the long-term thesis remains intact. As for my son's RESP, I've reformatted it to be a 1:1:1 $CAGE, $XEQT, $FEQT with about 10% gold exposure (via $WPM /$FNV) and 10% $FINN. I've linked an image of that as well (also how I format my wife's accounts, although not shown here). This also helps keep me grounded that I can use my account for my stock picking hobby while my wife and sons are "protected" in general market ETFs. Let me know what everyone thinks! For you stock pickers out there, 2026 has been a tough year if you aren't deep into the AI trade. Remember in the long run, stocks will always follow fundamentals, so as long as those are good, don't panic about underperformance in the short term, a lesson I had to remind myself the last little bit.
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6 Comments
Solo FIRE@solofire · 15dEdited
Very nice portfolio. I think the current market is irrational and is moving money out of quality companies to chase the hypes. Just need to be patient for now and the market will correct itself over the long term.
Max A@veinseeker · 12d
Can't argue with any of the names in your portfolio other than the crypto and maybe duolingo. I'm particularly interested in $MELI and $CSU and they've been on my buylist for a while. Do you mind going into a bit more depth on your $TOU for $ZEO trade? As a proud $TOU holder I'm interested in hearing your thesis!
John D@iamjohn_d · 15d
Can't outperform all the time, but I'm sure you and I are both confident that investing in quality is a winner long-term. Added a coupled shares of $MCK this month ~$790. Little bit of $UBER in the low $70s as well. Seems like good value in both companies here. Swapped $WCN for $FICO. Re-entered $SCR as we also continue to like the thesis of oil long-term. Not really well-versed or interested in metals & mining, so I don't have much to say about that. Maybe I'll look at a royalty play some day. $NRGY is always there if for ever want to save 10-15 basis points in fees. Surprisingly, I'm up ~12% YTD, but as you've touched on, it's largely driven by AI trades. I'm probably in the single digits YTD without an $ASML in my portfolio.
Brett @birdmanbrett · 15d
I do think $WPM is offering pretty good value at this point as well
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