Recent Performance — Last 10 Sessions
| Date | Unit Value | Daily | May Closed |
|---|---|---|---|
| 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 | $1,099 | +4.8% | +34.8% |
| 2026-06-09 ◀ Today | $1,099 | -0.4% | +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 | $288.87 | -0.5% | +262.2% | 26.3% | HOLD ✅ |
| VST | Power/AI | $146.92 | -2.6% | -6.2% | 13.4% | STRONG HOLD ✅ |
| PLTR | AI/Defense | $136.49 | -1.3% | -19.0% | 12.4% | HOLD ✅ |
| MSTR | Bitcoin | $127.22 | -1.7% | -20.6% | 11.6% | HOLD ✅ |
| IONQ | Quantum | $62.82 | +4.6% | +24.0% | 11.4% | STRONG HOLD ✅ |
| RKLB | Space | $113.67 | +0.5% | +27.5% | 10.3% | HOLD ✅ |
| OKLO | Nuclear SMR | $58.96 | -2.4% | -34.4% | 5.4% | STRONG HOLD ✅ |
| BMNR | Crypto Treasury | $16.86 | +5.0% | -40.3% | 4.6% | HOLD ✅ |
| UEC | Uranium | $12.62 | -3.2% | -30.2% | 4.6% | HOLD ✅ |
Today = vs prev close. Since Entry = vs Jan 22, 2026. Weight = % of unit. ● = category. Prices via Finnhub.
Portfolio Allocation by Category
- AI & Tech38.7%
- Crypto Treasury16.2%
- Nuclear & Energy23.3%
- Space & Quantum21.8%
| Ticker | Sector | Shares | Price | $/Unit | Weight |
|---|---|---|---|---|---|
| 🤖 AI & Tech — 38.7% | |||||
| PLTR | AI/Defense | ×1 | $136.49 | $136.49 | 12.4% |
| MRVL | AI Chips | ×1 | $288.87 | $288.87 | 26.3% |
| ₿ Crypto Treasury — 16.2% | |||||
| MSTR | Bitcoin Treasury | ×1 | $127.22 | $127.22 | 11.6% |
| BMNR | ETH Treasury | ×3 | $16.86 | $50.58 | 4.6% |
| ⚛️ Nuclear & Energy — 23.3% | |||||
| VST | Power/AI | ×1 | $146.92 | $146.92 | 13.4% |
| OKLO | Nuclear SMR | ×1 | $58.96 | $58.96 | 5.4% |
| UEC | Uranium | ×4 | $12.62 | $50.48 | 4.6% |
| 🚀 Space & Quantum — 21.8% | |||||
| RKLB | Space | ×1 | $113.67 | $113.67 | 10.3% |
| IONQ | Quantum | ×2 | $62.82 | $125.64 | 11.4% |
| TOTAL UNIT VALUE | $1,099 | 100% | |||
| Entry: $1,018 on Jan 22, 2026 | Current: $1,099 | Since entry: +7.9% | |||||
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% | -4.3%▲ | — | +7.9% | |||||
▲ Current month through today. YTD from Jan 22, 2026 entry.
📊 Market Narrative — Tuesday, June 9, 2026
The High Risk portfolio slipped -0.4% today to $1,098.83 per unit, a modest pullback after an extraordinary April that delivered +34.8% MTD gains. That blistering run was powered by three converging forces: the AI infrastructure spending cycle lifting our semiconductor and quantum holdings, nuclear/power demand narratives supporting energy-adjacent names, and a risk-on liquidity surge that turbocharged our crypto and space exposures. Today's slight fade is healthy consolidation rather than trend reversal — and notably, our biggest winners kept winning while a single laggard (VST at -1.2%) dragged the headline number.
The day's dominant story was the Iran de-escalation headline: Tehran announced an end to attacks on Israel, which immediately pared gains in crude oil and triggered rotation out of energy-sensitive names. That's the direct cause of VST's -1.2% decline to $146.92 — power generation names had been catching a geopolitical bid, and that bid evaporated as oil prices retreated. This isn't thesis damage; it's headline-driven noise. VST's underlying story — AI data center power demand — remains structurally intact. The second major story is the continued AI chip dominance: MRVL surged +9.6% to $288.87, leading the entire portfolio. The move reflects ongoing institutional rotation into custom silicon plays as hyperscaler capex commitments remain robust. Crowded positioning in AI semiconductor names means these moves can be violent in both directions — today it worked in our favor.
Our quantum and crypto exposures delivered standout sessions. IONQ exploded +10.6% to $62.82, its best single-day performance in weeks, as quantum computing continues to attract speculative capital amid broader AI enthusiasm. MSTR climbed +5.6% to $127.22, tracking bitcoin's ongoing strength and confirming its role as a high-beta liquidity proxy. BMNR added +6.0% to $16.86, riding the same crypto wave. These names are working precisely because risk appetite remains elevated — but that's also the vulnerability. If yields spike or liquidity conditions tighten, these are the first to give back gains.
Key Watch for the Rest of Today: Three levels matter for risk management. First, watch MRVL's ability to hold above $280 — that's the breakout level from last week, and a close below would suggest profit-taking is accelerating. Second, monitor the 10-year yield: a push above 4.55% would likely pressure our duration-sensitive growth names (IONQ, PLTR, RKLB) by 2-4% intraday. Third, any reversal in the Iran narrative — additional headlines suggesting renewed hostilities — could snap VST back +2-3% quickly. On the crypto side, bitcoin holding $72,000 keeps MSTR and BMNR supported; a break below $70,000 would warrant tightening stops.
Our Stance: Hold current positions but recognize we're playing with house money after a +34.8% April. That kind of run invites mean reversion, so we're raising mental stops: consider trimming IONQ if it fails to hold $58, and MRVL if it closes below $275. No new additions today — the risk/reward on adding to winners after 35% gains in a month is unfavorable. We're in harvest mode, not planting mode. Let the market come to us.
AI Research: Claude Opus + Perplexity live intel | Rating: A+ | Tuesday, June 9, 2026
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This is not financial advice. Past performance does not guarantee future results.