My May 2026 Portfolio Update — New Positions, Two Exits, a Rule I Broke, and a Distribution Change You Need to Know About

The income snowball crossed $892K. Here's every move I made and why.

stock chart with $100 dollar bills with text "May 2026 Update"

The May numbers are in. Portfolio is sitting at approximately $892,000 as of June 1st, with annual passive income tracking around $150K. We were at roughly $888K in mid-May — so the portfolio held steady and nudged forward through what was a genuinely choppy month.

That’s the whole point of building it this way. Every dollar has a job. The income keeps coming whether the market is calm or throwing a fit.

Let’s walk through every move.

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The Standout: CHPY at +38%

CHPY — the YieldMax Semiconductor Income ETF — is sitting at a +38.68% total gain since I started the position. That’s price appreciation on top of the weekly distributions it’s been generating the whole time.