Equity Mates Investing Podcast

Our Monthly Portfolio Update - March 2026

41 snips
Apr 1, 2026
Markets tumbled in March and the hosts break down what fell and what they kept buying during the sell-off. They discuss Waymo's robo-taxi growth and its industry implications. Detailed portfolio playbooks include ETF allocation, dollar cost averaging, deploying cash in downturns, and Ren’s borrow-to-invest approach across active and thematic funds.
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ANECDOTE

Waymo Hits Half a Million Weekly Rides

  • Waymo reached 500,000 rides per week across 10 US cities, showing tangible robo‑taxi growth.
  • Bryce heard this from a Waymo CEO interview while running a half marathon and tracked milestones along the way.
ADVICE

Stick To Regular Dollar Cost Averaging

  • Dollar cost average consistently into core ETFs rather than trying to time the market.
  • Ren DCA'd weekly into a 70/15/15 ETF split (GHHF/BEMG/XUS) every March week despite volatility.
ADVICE

Keep Core Allocation Simple And Add Opportunistically

  • Use a simple, repeatable core allocation and add opportunistically when markets fall.
  • Bryce uses four ETFs (G200, IVV, VAE, VEQ) equally and put an extra lump sum mid‑month into the same ratio during the sell-off.
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