Aug–Sep 2026 Portfolio Update | $700k Milestone

Woopsies! I genuinely forgot to write the August post because I went on a holiday but let me set the scene here. The headlines have been absolutely cooked lately. Global rates climbing, inflation staying stubbornly hot, oil prices refusing to come down, geopolitical tension everywhere you look.

But the market? Barely flinched.

And my portfolio? UP $24k in August and UP $12.5k in September. Back to back monster months. I am combining both into this post. The big drivers were crypto finally waking back up and US market strength just continuing to grind higher. After months of crypto being a dead weight dragging on overall performance it found its legs again and pumped things nicely.

And then the big one. Net worth crossed $700k! On the portfolio management side I have been methodical. Satellite ETFs and commodity were underweight so I kept topping those up while trimming some crypto that had grown outsized relative to my target allocation.

Superfund – SMSF

Aug Balance: $301,000 | Sep Balance: $309,300
Comment: SMSF has been marching steadily higher across both months. Added a small size into BEMG only.

Long-Term ETF – NAB Equity Builder

Aug Balance: $201,300 | Sep Balance: $206,500
Debt: ~$90,700 | Equity: ~$115,800
Comment: The leverage has been working in my favour for two solid months and the debt keeps slowly coming down.

Wifey Portfolio – Betashares Direct + Tiger

Aug Balance: $160,900 | Sep Balance: $163,500
Comment: Steady climb across both months. Satellite ETF top ups and crypto sell down continuing here as part of the broader rebalancing plan.

School Fee Portfolio – Moomoo

Aug Balance: $28,700 | Sep Balance: $30,700
Comment: Little one’s education fund quietly chugging along, due to the size of the account the growth is very little (for now!)