Portfolio Update #3

May 2026

Hi there 👋,

We have arrived at the end of the month once again, which means that it is time for the monthly portfolio update.

May was a fantastic month, bringing the portfolio to a stunning 12% return Year-to-Date. Being only 5 months into 2026, we are on track for an annualized return of 30%.

Do you know what the best part is?

The biggest winners driving these returns are still completely ignored by the mainstream market. In this month's update, I am breaking down our capital allocation, current valuations, and where I am deploying new cash.

Let’s take a look inside the portfolio! 🔒

This information will remain hidden from free subscribers since this is strictly for the eyes of the Inner Circle of EverInvesting.