Our Monthly Portfolio Update - September 2026

Bryce & Ren are back with their monthly portfolio check-in after a rough month across global markets. They unpack what’s working, what’s hurting and where they’re putting money to work, from Alphabet to QXO, the boys discuss which positions they’ve sold, what they’re holding on and what they’re eyeing off. Plus, Waymo’s staggering lead in autonomous driving and the latest sign America has blurred the line between investing & sports gambling.

In this episode:

00:00 What happened in markets this month

03:20 How global markets performed this month

04:25 Bryce’s Portfolio Performance

06:58 Ren’s Portfolio Performance

08:31 Why Bryce is buying more of

11:40 Waymo’s massive lead in self-driving cars

14:04 Sports team ETFs: investing or gambling?

17:32 Ren’s buy, hold & sell

25:20 Why HUB24 is on Ren’s buy list

Stocks & ETFs Mentioned: Axon Enterprise (NASDAQ: AXON), Intuitive Surgical (NASDAQ: ISRG), Eli Lilly (NYSE: LLY), Telix Pharmaceuticals (ASX: TLX), TransMedics Group (NASDAQ: TMDX), Pro Medicus (ASX: PME), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Nu Holdings (NYSE: NU), Sea Limited (NYSE: SE), MercadoLibre (NASDAQ: MELI), Grab Holdings (NASDAQ: GRAB), Alphabet (NASDAQ: GOOGL), Tesla (NASDAQ: TSLA), QXO (NYSE: QXO), TopBuild (NYSE: BLD), HUB24 (ASX: HUB), Netwealth Group (ASX: NWL), AustralianSuper, Global X Ultra Long Nasdaq 100 Complex ETF (ASX: GGUS)

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This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.

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