Recent Performance — Last 10 Sessions
| Date | Unit Value | Daily | May Closed |
|---|---|---|---|
| 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 | $1,148 | -3.7% | +40.8% |
| 2026-06-04 | $1,168 | +1.8% | +43.3% |
| 2026-06-05 | $1,048 | -10.3% | +28.6% |
| 2026-06-08 ◀ Today | $1,053 | -9.9% | +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 | $263.49 | -16.7% | +230.4% | 25.0% | HOLD ✅ |
| VST | Power/AI | $148.78 | -3.2% | -5.0% | 14.1% | STRONG HOLD ✅ |
| PLTR | AI/Defense | $135.55 | -4.4% | -19.6% | 12.9% | HOLD ✅ |
| MSTR | Bitcoin | $120.46 | -6.9% | -24.8% | 11.4% | HOLD ✅ |
| IONQ | Quantum | $56.80 | -13.5% | +12.1% | 10.8% | STRONG HOLD ✅ |
| RKLB | Space | $110.10 | -8.2% | +23.5% | 10.5% | HOLD ✅ |
| OKLO | Nuclear SMR | $60.02 | -8.2% | -33.3% | 5.7% | STRONG HOLD ✅ |
| UEC | Uranium | $12.66 | -10.5% | -29.9% | 4.8% | HOLD ✅ |
| BMNR | Crypto Treasury | $16.65 | -7.0% | -41.0% | 4.7% | HOLD ✅ |
Today = vs prev close. Since Entry = vs Jan 22, 2026. Weight = % of unit. ● = category. Prices via Finnhub.
Portfolio Allocation by Category
- AI & Tech37.9%
- Crypto Treasury16.2%
- Nuclear & Energy24.6%
- Space & Quantum21.3%
| Ticker | Sector | Shares | Price | $/Unit | Weight |
|---|---|---|---|---|---|
| 🤖 AI & Tech — 37.9% | |||||
| PLTR | AI/Defense | ×1 | $135.55 | $135.55 | 12.9% |
| MRVL | AI Chips | ×1 | $263.49 | $263.49 | 25.0% |
| ₿ Crypto Treasury — 16.2% | |||||
| MSTR | Bitcoin Treasury | ×1 | $120.46 | $120.46 | 11.4% |
| BMNR | ETH Treasury | ×3 | $16.65 | $49.95 | 4.7% |
| ⚛️ Nuclear & Energy — 24.6% | |||||
| VST | Power/AI | ×1 | $148.78 | $148.78 | 14.1% |
| OKLO | Nuclear SMR | ×1 | $60.02 | $60.02 | 5.7% |
| UEC | Uranium | ×4 | $12.66 | $50.64 | 4.8% |
| 🚀 Space & Quantum — 21.3% | |||||
| RKLB | Space | ×1 | $110.10 | $110.10 | 10.5% |
| IONQ | Quantum | ×2 | $56.80 | $113.60 | 10.8% |
| TOTAL UNIT VALUE | $1,053 | 100% | |||
| Entry: $1,018 on Jan 22, 2026 | Current: $1,053 | Since entry: +3.4% | |||||
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% | -8.3%▲ | — | +3.4% | |||||
▲ Current month through today. YTD from Jan 22, 2026 entry.
📊 Market Narrative — Monday, June 8, 2026
The High Risk portfolio is absorbing a brutal session, down -9.9% today with the unit price falling to $1,052.59. This is the sharpest single-day drawdown we've seen in months, though context matters: we're still up an impressive +29.2% for June MTD, meaning today's damage is giving back roughly a third of this month's gains. The culprit is clear — hotter-than-expected labor data sent Treasury yields surging, triggering aggressive selling across long-duration growth, speculative tech, and crypto-linked names. This is textbook rate-shock price action hitting our highest-beta positions hardest.
The carnage is concentrated in our most rate-sensitive names. MRVL is leading losses at -16.7% to $263.49, as AI semiconductor names face the double headwind of multiple compression and fading near-term Fed cut expectations — futures now price zero cuts this year versus the Fed's projection of one. IONQ is down -13.5% to $56.80, suffering the typical quantum-sector punishment when yields spike; these duration-sensitive names need either lower rates or company-specific catalysts to stabilize. UEC dropped -10.5% to $12.66, caught in the broader uranium selloff despite the sector's fundamentally strong power-demand thesis.
Not everything is red. BMNR is bucking the tape at +4.7% to $16.65, showing surprising resilience even as Bitcoin futures dropped 2.56% overnight. OKLO is also green, up +3.3% to $60.02, benefiting from rotation into nuclear energy-security plays while WTI crude holds firm near $92.78. These two positions are providing critical portfolio ballast today. Meanwhile, MSTR at -6.9% to $120.46 is tracking Bitcoin weakness but holding better than feared — traders are watching the $60,000 BTC support level closely.
Key Watch for the Rest of Today: Treasury yield behavior into the close is everything — if the 10-year stabilizes, we could see dip-buying in oversold names like MRVL and IONQ. Watch Bitcoin's $60,000 support; a breach would pressure MSTR further. Oil above $92 continues to support OKLO and the broader energy-security narrative. The VIX at 15.80 suggests this is an orderly repricing, not panic — but that can change quickly if yields keep climbing.
Our Stance: Hold positions. Today's move is painful but mechanically predictable — this is what high-beta portfolios do when rates shock higher. We're not chasing exits into weakness. The structural narratives (AI infrastructure, nuclear renaissance, space commercialization) remain intact. If MRVL or IONQ see further 5%+ downside tomorrow without new fundamental news, we'll evaluate adding. For now, we watch yields and hold our conviction.
AI Research: Claude Opus + Perplexity live intel | Rating: A+ | Monday, June 8, 2026
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This is not financial advice. Past performance does not guarantee future results.