April–May 2026 — Day by Day
| Date | Unit Value | Daily | May MTD |
|---|---|---|---|
| 2026-04-15 | $933 | +4.3% | +14.5% |
| 2026-04-16 | $939 | +0.6% | +15.2% |
| 2026-04-17 | $969 | +1.5% | +18.9% |
| 2026-04-20 | $987 | +1.1% | +21.1% |
| 2026-04-21 | $1,006 | +2.0% | +23.5% |
| 2026-04-22 | $1,007 | -0.7% | +23.5% |
| 2026-04-23 | $1,030 | +2.3% | +26.3% |
| 2026-04-24 | $1,023 | -0.7% | +25.5% |
| 2026-05-04 | $1,022 | -0.1% | +25.4% |
| 2026-05-05 | $1,022 | +0.1% | +25.4% |
| 2026-05-06 | $1,052 | +2.9% | +29.1% |
| 2026-05-07 | $1,005 | -4.5% | +23.3% |
| 2026-05-08 | $1,047 | +4.2% | +28.4% |
| 2026-05-11 | $1,100 | +5.1% | +35.0% |
| 2026-05-12 | $1,062 | -3.5% | +30.3% |
| 2026-05-13 | $1,058 | -0.3% | +29.8% |
| 2026-05-14 ◀ Today | $1,058 | +0.0% | 0.0% |
Apr MTD vs Apr 2 close ($815). Unit values from live Finnhub prices.
Position Scoreboard — Sorted by Portfolio Weight
| Ticker | Sector | Price | Today | Since Entry | Weight | Signal |
|---|---|---|---|---|---|---|
| MRVL | AI Chips | $185.62 | +0.8% | +132.7% | 17.6% | HOLD ✅ |
| MSTR | Bitcoin | $176.02 | -0.7% | +9.9% | 16.7% | HOLD ✅ |
| VST | Power/AI | $142.45 | -0.3% | -9.0% | 13.5% | STRONG HOLD ✅ |
| PLTR | AI/Defense | $130.46 | -0.3% | -22.6% | 12.4% | HOLD ✅ |
| RKLB | Space | $122.47 | +0.5% | +37.4% | 11.6% | HOLD ✅ |
| IONQ | Quantum | $55.19 | +0.5% | +8.9% | 10.5% | STRONG HOLD ✅ |
| OKLO | Nuclear SMR | $65.71 | -0.7% | -26.9% | 6.2% | STRONG HOLD ✅ |
| BMNR | Crypto Treasury | $20.92 | -0.7% | -25.9% | 5.9% | HOLD ✅ |
| UEC | Uranium | $14.94 | -0.5% | -17.3% | 5.7% | HOLD ✅ |
Today = vs prev close. Since Entry = vs Jan 20, 2026. Weight = % of unit. ● = category. Prices via Finnhub.
Portfolio Allocation by Category
- AI & Tech29.9%
- Crypto Treasury22.6%
- Nuclear & Energy25.4%
- Space & Quantum22.1%
| Ticker | Sector | Shares | Price | $/Unit | Weight |
|---|---|---|---|---|---|
| 🤖 AI & Tech — 29.9% | |||||
| PLTR | AI/Defense | ×1 | $130.46 | $130.46 | 12.4% |
| MRVL | AI Chips | ×1 | $185.62 | $185.62 | 17.6% |
| ₿ Crypto Treasury — 22.6% | |||||
| MSTR | Bitcoin Treasury | ×1 | $176.02 | $176.02 | 16.7% |
| BMNR | ETH Treasury | ×3 | $20.92 | $62.76 | 5.9% |
| ⚛️ Nuclear & Energy — 25.4% | |||||
| VST | Power/AI | ×1 | $142.45 | $142.45 | 13.5% |
| OKLO | Nuclear SMR | ×1 | $65.71 | $65.71 | 6.2% |
| UEC | Uranium | ×4 | $14.94 | $59.76 | 5.7% |
| 🚀 Space & Quantum — 22.1% | |||||
| RKLB | Space | ×1 | $122.47 | $122.47 | 11.6% |
| IONQ | Quantum | ×2 | $55.19 | $110.38 | 10.5% |
| TOTAL UNIT VALUE | $1,056 | 100% | |||
| Entry: $1,018 on Jan 22, 2026 | Current: $1,056 | Since entry: +3.7% | |||||
Value/unit = shares × price. Weights at today's open prices.
Monthly Track Record
| Yr | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 21 | +127 | +17 | -11 | +29 | -20 | +1 | +6 | +22 | -3 | +34 | -0 | -19 | 234% |
| 22 | +10 | -4 | +25 | +4 | -8 | -17 | +32 | +1 | -15 | +14 | -13 | +34 | -12% |
| 23 | +15 | +1 | +13 | -9 | +21 | +1 | +7 | -4 | -1 | -0 | +27 | +23 | 131% |
| 24 | -8 | +22 | +15 | -16 | +13 | -7 | +0 | -10 | +8 | -0 | +32 | -2 | 43% |
| 25 | +8 | -23 | -18 | +3 | +14 | +19 | -9 | +14 | +27 | -12 | -10 | -2 | 3% |
| 26 | +6%* | -16%* | -13%* | +25.5% | +3.2%▲ | — | YTD | ||||||
▲ Current month through today. YTD from Jan 22, 2026 entry.
📊 Market Narrative — Thursday, May 14, 2026
The High Risk portfolio is essentially flat today at -0.1%, with our unit price holding at $1,055.63. This minor pullback masks a fascinating rotation underneath the surface: our AI semiconductor names are ripping higher while uranium and gold miners are giving back recent gains. With May already up +3.2% MTD and our portfolio at $1,056/unit, a consolidation day like this is healthy — but the cross-currents driving today's action deserve your attention.
The headline driver today is the US-China trade deal momentum and Jensen Huang's Beijing meetings — H20 chip sales into China could be unlocked, and NVDA's Q1 FY27 earnings are coming ~May 28. The entire semiconductor complex is rallying on the anticipation. MRVL surged +4.3% to $185.62 on custom silicon momentum, while PLTR edged up +0.3% to $130.46 on AI/defense contract flow. Analyst consensus on NVDA is a $273 average price target — the AI capex cycle is far from over. Meanwhile, hot inflation data hit the tape this morning, but VST held firm at $142.45, with AI datacenter power demand providing a structural floor regardless of rate moves.
The ugly side of today's tape is concentrated in our nuclear and gold exposure. OKLO cratered -5.7% to $65.71 despite the bullish SMR narrative remaining intact — this looks like profit-taking after a massive run, not fundamental deterioration. UEC dropped -2.8%, even as the uranium supply deficit holds at 30 million pounds according to UBS. BMNR pulled back -1.2% to $20.92, a normal crypto consolidation as Ethereum digests recent gains and awaits the next BTC catalyst. On the power front, VST held at $142.45 — OPEC's Hormuz warnings reinforce that AI datacenter power demand stays structurally elevated regardless of oil headlines.
Key Watch for the Rest of Today: Fed speakers Daly (9:30 ET) and Waller (11:00 ET) will set the tone for rate expectations — any hawkish surprise could pressure RKLB and our growth names. Watch Bitcoin — currently at ~$79.5K and pushing toward $80K resistance. A clean break could turbocharge MSTR (currently down ~-1.5% to $175). Finally, monitor Brent crude at the $83 resistance — a break higher on Hormuz escalation fears would signal broader risk-off sentiment worth monitoring.
Our Stance: Hold. Today's rotation is noise, not signal. The AI infrastructure thesis is being validated in real-time by this week's earnings beats, our uranium names are consolidating after a powerful move, and the Fed backdrop remains supportive. We're up +25.5% in April and now +3.2% May MTD — don't let a -0.1% day shake conviction. BMNR is the position under closest scrutiny — if crypto momentum doesn't materialize in the next 2-3 weeks, we may rotate into a stronger conviction name. Otherwise, stay the course.
AI Research: Claude Opus + Perplexity live intel | Rating: A+ | Thursday, May 14, 2026
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This is not financial advice. Past performance does not guarantee future results.