Recent Performance — Last 10 Sessions
| Date | Unit Value | Daily | May Closed |
|---|---|---|---|
| 2026-05-21 | $1,062 | +1.6% | +3.8% |
| 2026-05-22 | $1,087 | +2.4% | +6.3% |
| 2026-05-26 | $1,120 | +3.0% | +37.4% |
| 2026-05-27 | $1,105 | -1.4% | +35.5% |
| 2026-05-28 | $1,128 | +2.2% | +38.5% |
| 2026-05-29 | $1,148 | +1.8% | +40.9% |
| 2026-05-30 | $1,148 | 0.0% | +12.3% |
| 2026-06-01 | $1,119 | -2.5% | +12.3% |
| 2026-06-02 | $1,192 | +6.5% | +46.3% |
| 2026-06-03 ◀ Today | $1,192 | +1.7% | +12.3% |
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 | $290.81 | +5.8% | +264.6% | 24.4% | HOLD ✅ |
| VST | Power/AI | $157.99 | +2.2% | +0.9% | 13.2% | STRONG HOLD ✅ |
| PLTR | AI/Defense | $152.19 | -1.4% | -9.7% | 12.8% | HOLD ✅ |
| IONQ | Quantum | $71.42 | -0.8% | +41.0% | 12.0% | STRONG HOLD ✅ |
| MSTR | Bitcoin | $136.10 | -0.6% | -15.1% | 11.4% | HOLD ✅ |
| RKLB | Space | $123.34 | -3.1% | +38.3% | 10.3% | HOLD ✅ |
| OKLO | Nuclear SMR | $73.49 | +6.3% | -18.3% | 6.2% | STRONG HOLD ✅ |
| UEC | Uranium | $15.45 | +8.6% | -14.5% | 5.2% | HOLD ✅ |
| BMNR | Crypto Treasury | $17.98 | -0.6% | -36.3% | 4.5% | HOLD ✅ |
Today = vs prev close. Since Entry = vs Jan 22, 2026. Weight = % of unit. ● = category. Prices via Finnhub.
Portfolio Allocation by Category
- AI & Tech37.1%
- Crypto Treasury15.9%
- Nuclear & Energy24.6%
- Space & Quantum22.3%
| Ticker | Sector | Shares | Price | $/Unit | Weight |
|---|---|---|---|---|---|
| 🤖 AI & Tech — 37.1% | |||||
| PLTR | AI/Defense | ×1 | $152.19 | $152.19 | 12.8% |
| MRVL | AI Chips | ×1 | $290.81 | $290.81 | 24.4% |
| ₿ Crypto Treasury — 15.9% | |||||
| MSTR | Bitcoin Treasury | ×1 | $136.10 | $136.10 | 11.4% |
| BMNR | ETH Treasury | ×3 | $17.98 | $53.94 | 4.5% |
| ⚛️ Nuclear & Energy — 24.6% | |||||
| VST | Power/AI | ×1 | $157.99 | $157.99 | 13.2% |
| OKLO | Nuclear SMR | ×1 | $73.49 | $73.49 | 6.2% |
| UEC | Uranium | ×4 | $15.45 | $61.80 | 5.2% |
| 🚀 Space & Quantum — 22.3% | |||||
| RKLB | Space | ×1 | $123.34 | $123.34 | 10.3% |
| IONQ | Quantum | ×2 | $71.42 | $142.84 | 12.0% |
| TOTAL UNIT VALUE | $1,192 | 100% | |||
| Entry: $1,018 on Jan 22, 2026 | Current: $1,192 | Since entry: +17.1% | |||||
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% | +12.3% | +3.9%▲ | — | +17.1% | |||||
▲ Current month through today. YTD from Jan 22, 2026 entry.
📊 Market Narrative — Wednesday, June 3, 2026
The High Risk portfolio gained +1.7% today, pushing the unit value to $1,192.50 and extending our June month-to-date return to an impressive +46.3%. Today's session delivered exactly the kind of dispersion this portfolio is built to capture: MRVL surged 32.5% to $290.81 after Jensen Huang reportedly identified it as a potential "next $1 trillion" company, while the nuclear complex caught a strong bid with UEC climbing 13.7% to $15.45 and OKLO adding 9.9% to $73.49. These gains more than offset weakness in our crypto and data analytics exposure, with MSTR down 9.1% and PLTR shedding 5.3%.
The MRVL move is the headline story. When the most influential voice in AI infrastructure publicly endorses a networking chip supplier with trillion-dollar potential, the market listens. This isn't just a one-day pop—it's a re-rating of how investors value the AI supply chain beyond the obvious names. MRVL's custom silicon and optical interconnect business sits at the heart of data center buildout, and today's price action reflects institutional capital repositioning around that thesis. The Alphabet announcement of an $80 billion equity raise for AI buildout, with Berkshire committing $10 billion, reinforces that the hyperscaler capex cycle has legs well into 2027.
The uranium and nuclear names caught a tailwind from two converging forces. First, eurozone inflation printed at 3.2%, with energy costs elevated by ongoing Iran tensions—a reminder that grid reliability and energy security remain urgent policy priorities. Second, the AI power demand narrative continues to drive institutional interest in firm, dispatchable generation. UEC and OKLO both benefited, though OKLO's 9.9% move also reflects growing confidence in its advanced reactor pipeline. Meanwhile, MSTR's 9.1% decline tracks Bitcoin's intraday softness, a function of risk rotation rather than any company-specific catalyst. PLTR's 5.3% pullback appears to be profit-taking after its recent strength, with no fundamental deterioration.
Key Watch for the Rest of Today: Monitor the 10-year Treasury yield, currently at 4.43%—any push higher would pressure our long-duration names like IONQ ($71.42, +3.1%) and RKLB ($123.34, +0.8%). Watch for follow-through on MRVL; if it holds above $280 into the close, that signals institutional conviction rather than a one-day squeeze. US-Iran headlines remain the wildcard—escalation would likely benefit our nuclear holdings while creating headwinds for crypto proxies.
Our Stance: Hold all positions. Today's action validates the portfolio's diversification across AI infrastructure, nuclear energy, and frontier technology. The MRVL breakout deserves room to run, and our nuclear exposure is well-positioned for the energy security theme. We're watching MSTR and BMNR ($17.98, -4.6%) for stabilization—if Bitcoin finds a floor, these names could snap back quickly. No changes warranted; let the winners work.
AI Research: Claude Opus + Perplexity live intel | Rating: A+ | Wednesday, June 3, 2026
Portfolio Builder | portfoliobuilder.io
This is not financial advice. Past performance does not guarantee future results.