Our Monthly Portfolio Update - August 2026

Bryce & Ren open up their portfolios for August, breaking down what moved, what didn’t, and why sometimes doing nothing is the best move. They unpack strong months for gold, copper, crypto & growth stocks, dig into Shopify’s rebound from the SaaSpocalypse, and respond to listener concerns about borrowing against the mortgage, geared ETFs and active management fees. 00:00 Exciting Finfest Speaker Announcement 03:33 August Markets: Rates, Debt, Reporting Season & Crypto 05:15 Bryce’s Portfolio: Gold, Copper & Bitcoin Deliver 10:26 Ren’s Portfolio & The Case For Doing Nothing 15:12 Shopify, AI Fears & the SaaSpocalypse 20:37 Borrowing Against The Mortgage & Geared ETFs 25:24 Are Active Management Fees Worth Paying? Stocks & ETFs Mentioned: Vanguard Diversified High Growth Index ETF (ASX: VDHG), Global X Copper Miners ETF (ASX: WIRE), Bitcoin, TransMedics Group (NASDAQ: TMDX), Pro Medicus (ASX: PME), Axon Enterprise (NASDAQ: AXON), Alphabet (NASDAQ: GOOGL), Betashares Wealth Builder Diversified All Growth Geared Complex ETF (ASX: GHHF), Betashares Emerging Markets Diversified ETF (ASX: BEMG), Betashares Global Shares Currency Hedged ETF (ASX: EXUS), Ethereum (ETH), Shopify (NASDAQ: SHOP), Berkshire Hathaway (NYSE: BRK.B), Munro Global Growth Small & Mid Cap Fund, DocuSign (NASDAQ: DOCU), Xero (NASDAQ: XRO), Atlassian (NASDAQ: TEAM), Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Wealth Builder Diversified All Growth Geared Complex ETF (ASX: GHHF) Get started with Sharesight and save 4 months on an annual paid plan: https://www.sharesight.com/equitymates ——— Looking for some of our favourite research tools? • Download our free 4-step stock checklist (https://tinyurl.com/4zjkm3pt) • Download our free Basics of ETF handbook (https://tinyurl.com/7k2z7ebx) • Find company information on TIKR (https://www.tikr.com/?ref=equitymates) • Research reports from Good Research (https://goodresearch.com.au/ref/equit...) • Track your portfolio with Sharesight (https://www.sharesight.com/au/equitym...) ——— Want to get involved? • Join our daily mailing list to stay up to date on all things in business and markets (https://tinyurl.com/2saau2ky) • If you prefer to listen to the daily headlines you now can: (https://open.spotify.com/show/0LpEJNu...) | (https://podcasts.apple.com/us/podcast...) • Have a question? Record a voice note (https://www.speakpipe.com/EquityMates) or send us a message on our website (https://equitymates.com/get-in-touch/) • Join the conversation in the Facebook Discussion Group   / equitymates   • Looking for professional financial advice? https://equitymates.com/advice/ • Check out our 2 bestselling books: https://equitymates.com/books/ ——— Follow us on: Instagram:   / equitymates   X:   / equitymates   TikTok:   / equitymates   LinkedIn:   / equity-mates   ——— 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.