Here is my 2026 2nd Quarter portfolio update that includes 401k/403b/IRAs and taxable brokerage accounts but excludes our house and small side portfolio of self-directed investments. Following the concept of skin in the game, the following is not a recommendation, but a sharing of our real-world, imperfect DIY portfolio.
“Never ask anyone for their opinion, forecast, or recommendation. Just ask them what they have in their portfolio.” – Nassim Taleb
How I Track My Portfolio
Here’s how I track my portfolio across multiple brokers and account types:
- The Empower Personal Dashboard real-time portfolio tracking tools (free) automatically logs into my multiple accounts, adds up my various...
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