Portfolio Update May 2026
A review of the stock market and my portfolio moves - Month 21
May was another incredible month in the market across the board. I was just thinking how thankful I am that I finally pulled the trigger on selling SCHD for QQQM last month! Family is doing well with the little one now starting on solid foods and my wife continuing to do a fantastic job. Near the end of the month one of my closest friends from childhood had his wedding and we were able to introduce baby to many friends from back home.
Major Indices VS My RRSP
Yet another month of up and to the right its been absolutely wild so far. Typically people say sell in May and go away, but, this year it has been anything but. Look at that beautiful QQQM
| Ticker | Index | 2026-05-01 | 2026-05-31 | Percentage Gain |
|---|---|---|---|---|
| .INX | S&P 500 | 7230.12 | 7599.96 | 5.12% |
| .IXIC | Nasdaq 100 | 25114.44 | 27086.81 | 7.85% |
| .DJI | Dow Jones | 49499.27 | 51078.88 | 3.19% |
| TX60 | TSX 60 | 1977.8 | 2020.65 | 2.17% |
| Ticker | RRSP ETFs | 2026-05-01 | 2026-05-31 | Percentage Gain |
|---|---|---|---|---|
| VDY | FTSE Index CAD | 70.98 | 72.42 | 2.03% |
| XAW | Many Indexes | 54.59 | 58.19 | 6.59% |
| QQQM | Nasdaq 100 | 277.54 | 305.82 | 10.19% |
| VTI | Total US | 355.29 | 373.4 | 5.10% |
My Moves
May activity was even less than April with a couple small buys in the TFSA and one buy in the RRSP
TFSA Buys & Sells
- BUY
- AMD
- HHIS
AMD, SHOP, GOOG all remain unchanged but I am still actively monitoring and considering the trim or full exit.
TFSA Breakdown
RRSP Buys
This month I made my classic RRSP buy for the month of may… XAW
- BUY
- XAW
My RRSP Breakdown
- percentages are calculated based on current market value, USD is converted to CAD based on google finance rate
Spousal RRSP Breakdown
Dividend Increases and Decreases
- HDIV 0.183 -> 0.185
Fear and Greed Index
Well my prediction from last month of extremely greed was incorrect but just like the month of April, we are showing Greed across the board.
Wrap Up
May was a month of strong market momentum, with major indices and my holdings delivering impressive gains as the “sell in May” adage failed to materialize. My portfolio strategy remains steady. Beyond the numbers, the highlight of the month was celebrating a childhood friend’s wedding and watching our little one reach the exciting milestone of starting solid foods. Looking ahead, I am continuing to monitor my core technology holdings for potential exits while remaining optimistic about the market’s continued upward trend. Until next month!
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Cheers ☕