BAM PORTFOLIO

Monthly Updates

Monthly commentary covering portfolio changes, investment decisions and notable developments.

Portfolio holdings may be denominated in different currencies depending on their trading market.

UPDATES

Portfolio Updates

Follow changes in the portfolio and the thinking behind my investment decisions over time.
September 2026LATEST

September 2026 Portfolio Update

Portfolio activity, ETF restructuring and areas I am researching following September 2026.

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August 2026

August 2026 Portfolio Update

Portfolio activity, investment decisions and areas I am exploring following August 2026.

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