It appears that this newsletter didn’t reach everyone it should have, so I am sending it out again. Apologies for the double send.
Thanks to Cash App for sponsoring this article!
The end of the month brings a bunch of new and wonderful things for us and our portfolios.
Today, we will be discussing new trades within the Tech-growth portfolio (which will be integrating the monthly picks), some new researched stock bets, and, along with the folks over at insideredges.com, we have their monthly stock picks as well.
We also get to cover the month-end portfolio performance across my autopilot portoflios (where we now have over $2 million in AUM).
So, we have about 15 new stocks to discuss today, and I couldn’t be more excited. Before we get into it all, I wanted to make something clear. If you want to find a bunch of Macro headlines or news highlights, then you are in the wrong place. In the past, I have spent a lot of time trying to figure out what makes my content the most interesting, and what drives new subscribers; however, I have come to the conclusion that I care less about growing my subscriber base, and more about winning in the stock market.
I am not a headline trader, I don’t watch CNBC daily, nor do I worship at the altar of finance media. I subscribe only to company financials, the models I have built, and the methodologies I have developed to find winning stocks. Unlike many other financial gurus who love to speculate on everything, invest in nothing, and claim only their victories, I take all of my personal capital, invest it in what I discuss, and I grow my accounts accordingly.
If you are searching for a weekly promise of 10X returns on individual stocks, you are in the wrong place.
If you are looking for long-lasting managed portfolios with impressive track records, you are in the right place.
So, today is a recap of all our portfolios, their performance, and updates. The following will be discussed:
Long-term holds (12-month rebalance)
Focused on quality growing companies
15-25 holdings
Mid-to-long-term holds (3-24-months)
Focused on disrupting high-growth names
Includes monthly picks
15-20 holdings
The Second-Hand Effects Portfolio
Mid-to-long-term holds (3-24-months)
Focused on current trends, “picks and shovels.”
15-20 holdings
The Perplexity AI Finance Portfolio
Portfolio managed entirely by Perplexity Finance, offered by The Simple Side on Autopilot.
The Insideredges.com Portfolio
Portfolio built by Insider Edges Premium Picks and Monthly Picks
13-19 holdings
10 from the premium picks portfolio and 3-9 from the monthly picks.
Individual stocks we invest in whenever we find good opportunities.
Alright, we have now shown everything that we offer. Let’s get into the performance of everything over the past month and year-to-date.
I have a ton of information on my other portoflios, but I wanted to quick share two options that I manage on Autopilot alongside my managed portfolios.
The first one is The Perplexity Finance portoflio which is a basket of stocks selected entirely by the Perplexity AI. The portfolio has been crushing it up over 20% YTD outpacing the SPY by about 8-10%. The AI currently has about 20 positions in the portfolio and it seems like it will remain at that level.
The current portfolio and holdings can be found on autopilot here: LINK TO AUTOPILOT.
We also offer the portfolio that is built by the InsiderEdges.com team (their website can be found here). Their current portfolio is built through two systems: a monthly picks group of stocks, which offers monthly stock picks that are held for three months each, and their premium picks, which are held from filing date to filing date based on 13F investors' holdings. The current stock picks have only been tracked on Autopilot for the past two months, but the portfolio has returned 28% over that time period.
The InsiderEdges.com portfolio can be found here (or by clicking here).
Overall Performance
1M: +5.08%
3M: +10.75%
YTD: +4.82%5 Year Average Annual Return: 39%
This has been our main investment vehicle since I started tracking my investment performance back in 2020, and we have averaged 39% returns through 2025. So far, in 2026, we have returned about 5% (lagging the S&P 500 at 11%).
This is one of the first times we have lagged the SPY in this portfolio over the past 6 years, and part of that is due to the software fiasco that we got tied up in earlier this year. If you do not recall, software stocks experienced a massive drawdown earlier this year, thanks to fear that AI would replace a lot of the products. While I didn’t — and still don’t — agree with this idea, it made me realize that we were extremely overindexed on the software sector. That overreliance led the portfolio to a 15% drawdown at the end of March.
I think this should give everyone a great feeling of confidence. Even though the total performance YTD is only 4-5%, we recovered from our largest drawdown in a big way.
The portfolio has grown over 24% since the drop in late March, which has much surpassed the 19% gain the SPY experienced over the same timeframe.
The portfolio currently consists of 20 different stocks that we purchased back in January of this year. Here are the top 10 positions by current allocation %:
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