Recent Performance — Last 10 Sessions
| Date | Unit Value | Daily | May Closed |
|---|---|---|---|
| 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 | $1,031 | -6.1% | +26.6% |
| 2026-06-10 | $994 | -3.7% | +21.9% |
| 2026-06-11 | $1,059 | +6.6% | +29.9% |
| 2026-06-12 | $1,048 | -1.1% | +28.6% |
| 2026-06-15 | $1,119 | +6.8% | +37.3% |
| 2026-06-16 ◀ Today | $1,119 | +6.8% | +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 | $308.90 | +10.4% | +287.3% | 27.6% | HOLD ✅ |
| VST | Power/AI | $153.54 | +3.7% | -2.0% | 13.7% | STRONG HOLD ✅ |
| PLTR | AI/Defense | $134.73 | +5.2% | -20.1% | 12.0% | HOLD ✅ |
| MSTR | Bitcoin | $131.16 | +5.8% | -18.1% | 11.7% | HOLD ✅ |
| IONQ | Quantum | $61.20 | +5.8% | +20.8% | 10.9% | STRONG HOLD ✅ |
| RKLB | Space | $109.27 | +6.7% | +22.6% | 9.8% | HOLD ✅ |
| OKLO | Nuclear SMR | $60.76 | +5.7% | -32.4% | 5.4% | STRONG HOLD ✅ |
| BMNR | Crypto Treasury | $17.12 | +6.2% | -39.4% | 4.6% | HOLD ✅ |
| UEC | Uranium | $11.78 | +6.7% | -34.8% | 4.2% | HOLD ✅ |
Today = vs prev close. Since Entry = vs Jan 22, 2026. Weight = % of unit. ● = category. Prices via Finnhub.
Portfolio Allocation by Category
- AI & Tech39.6%
- Crypto Treasury16.3%
- Nuclear & Energy23.4%
- Space & Quantum20.7%
| Ticker | Sector | Shares | Price | $/Unit | Weight |
|---|---|---|---|---|---|
| 🤖 AI & Tech — 39.6% | |||||
| PLTR | AI/Defense | ×1 | $134.73 | $134.73 | 12.0% |
| MRVL | AI Chips | ×1 | $308.90 | $308.90 | 27.6% |
| ₿ Crypto Treasury — 16.3% | |||||
| MSTR | Bitcoin Treasury | ×1 | $131.16 | $131.16 | 11.7% |
| BMNR | ETH Treasury | ×3 | $17.12 | $51.36 | 4.6% |
| ⚛️ Nuclear & Energy — 23.4% | |||||
| VST | Power/AI | ×1 | $153.54 | $153.54 | 13.7% |
| OKLO | Nuclear SMR | ×1 | $60.76 | $60.76 | 5.4% |
| UEC | Uranium | ×4 | $11.78 | $47.12 | 4.2% |
| 🚀 Space & Quantum — 20.7% | |||||
| RKLB | Space | ×1 | $109.27 | $109.27 | 9.8% |
| IONQ | Quantum | ×2 | $61.20 | $122.40 | 10.9% |
| TOTAL UNIT VALUE | $1,119 | 100% | |||
| Entry: $1,018 on Jan 22, 2026 | Current: $1,119 | Since entry: +9.9% | |||||
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% | -2.5%▲ | — | +9.9% | |||||
▲ Current month through today. YTD from Jan 22, 2026 entry.
📊 Market Narrative — Tuesday, June 16, 2026
The High Risk portfolio is on fire today, surging +6.8% as risk appetite explodes across every corner of the market. Our unit price hit $1,119.24, and we're now up an extraordinary +37.3% month-to-date in June. Every single position is green, with gains ranging from +3.7% to a blistering +10.4%. This is the kind of day that reminds you why you hold high-conviction, high-beta names through the noise.
The catalyst driving this rally is unmistakable: headlines suggesting a potential Iran deal to end hostilities sent the Dow jumping 600 points to fresh records. Geopolitical de-escalation is a powerful elixir for risk assets — it compresses the oil-shock premium that had been weighing on rate expectations and growth multiples. For our portfolio, this means the long-duration, high-multiple names that dominate our holdings are getting a double tailwind: lower geopolitical risk plus renewed confidence that the Fed won't be forced into a hawkish corner by an energy-driven inflation spike. MarketWatch notes the market is "poised to go crazy" if incoming Fed leadership signals accommodation — and today's tape suggests traders aren't waiting for permission.
MRVL (+10.4% to $308.90) is the standout performer, catching a massive bid as AI semiconductor demand remains the Street's most crowded — and most rewarded — trade. With positioning already extended in the chip space, MRVL needed strong sentiment to break higher, and today's risk-on environment delivered. Meanwhile, our uranium and nuclear plays are ripping: UEC surged +6.8% to $11.78 and OKLO jumped +5.7% to $60.76, both benefiting from the AI-power-demand narrative and the rate-cut hopes that favor long-duration energy transition stories. RKLB (+6.7% to $109.27) continues its remarkable run as SpaceX's successful second day of trading draws fresh institutional attention to the space sector.
Key Watch for the rest of today: Monitor oil prices closely — if Brent stays comfortably below $100, the geopolitical relief rally has room to extend. Watch for any Fed commentary or Warsh signals that could validate the market's dovish hopes. Also keep an eye on whether MRVL can hold above $300 into the close; that level has been resistance, and a clean break would be technically significant. Finally, crypto-linked names like MSTR (+5.8%) and BMNR (+6.3%) are leveraged bets on liquidity — any reversal in risk sentiment would hit these hardest.
Our stance: Hold and enjoy the ride, but stay alert. This portfolio is doing exactly what it's designed to do in a risk-on tape — capturing outsized upside across AI, nuclear, space, and crypto themes. With June MTD gains of +37.3%, we're not chasing here, but we're also not trimming into strength prematurely. The earnings backdrop remains forgiving (misses are averaging just +0.72% reactions vs. -1.77% historically), and rate expectations are tilting our way. Stay disciplined, stay positioned, and let the thesis work.
AI Research: Claude Opus + Perplexity live intel | Rating: A+ | Tuesday, June 16, 2026
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This is not financial advice. Past performance does not guarantee future results.