Q2 26 update

Q2 2026 Update — Markets Recover ($637,400)

Sorry this is late. Today is the last day of Q3, and I’m only now closing the books on Q2. Holidays and a few other things got in the way. The quarter still happened.

Q1 was a reminder that public markets can take a chunk out of paper wealth in a hurry. Q2 was the other side of that: recovery. The SaaS-led sell-off that dragged the portfolio eased, and the bounce did the rest.

Net worth at the end of Q2: $637,400, up $113,600 from $523,800.

That is the whole update, more or less. Same holdings, same concentration, same job of not doing anything stupid. The 2026 goal is still to add $200,000. One red quarter and one recovery quarter do not change the math or the plan.

🧾 Financial Snapshot (Q2 2026)

• 💼 Net worth: $637,400 (+$113,600 QoQ)
• 💰 Portfolio: Recovery from the Q1 hit; thesis unchanged
• 🏠 Real estate: Stable

Consistency during the boring quarters is the job. This was one of those.

Onward.