by Mark McKay | Feb 15, 2026 | Strategy
I hold 6 ETFs. They’re boring. They underperform when markets rally. They don’t make for exciting dinner conversation. And that’s exactly the point. My ETF Holdings: The Complete Picture Here’s what 45.7% of my portfolio actually looks like:...
by Mark McKay | Feb 15, 2026 | Weekly Update
Last week I deployed across 8 stock positions in a single week. Not huge positions — PBH, META, CDW, PPC, SLVM, MSFT, MFI, NVDA — but I deployed. Why does this matter? Because three weeks ago, I had 28 stocks. I kept saying “I need to get to 50 for proper...
