Recent Performance — Last 10 Sessions
| Date | Unit Value | Daily | May Closed |
|---|---|---|---|
| 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 | $1,063 | -5.0% | +30.4% |
| 2026-06-17 ◀ Today | $1,063 | -5.0% | +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 | $278.69 | -9.8% | +249.4% | 26.2% | HOLD ✅ |
| VST | Power/AI | $158.63 | +3.3% | +1.3% | 14.9% | STRONG HOLD ✅ |
| PLTR | AI/Defense | $133.27 | -1.1% | -20.9% | 12.5% | HOLD ✅ |
| MSTR | Bitcoin | $122.83 | -6.4% | -23.3% | 11.6% | HOLD ✅ |
| IONQ | Quantum | $56.08 | -8.4% | +10.7% | 10.6% | STRONG HOLD ✅ |
| RKLB | Space | $104.65 | -4.2% | +17.4% | 9.8% | HOLD ✅ |
| OKLO | Nuclear SMR | $57.47 | -5.4% | -36.1% | 5.4% | STRONG HOLD ✅ |
| BMNR | Crypto Treasury | $16.22 | -5.3% | -42.6% | 4.6% | HOLD ✅ |
| UEC | Uranium | $11.68 | -0.8% | -35.4% | 4.4% | HOLD ✅ |
Today = vs prev close. Since Entry = vs Jan 22, 2026. Weight = % of unit. ● = category. Prices via Finnhub.
Portfolio Allocation by Category
- AI & Tech38.8%
- Crypto Treasury16.1%
- Nuclear & Energy24.7%
- Space & Quantum20.4%
| Ticker | Sector | Shares | Price | $/Unit | Weight |
|---|---|---|---|---|---|
| 🤖 AI & Tech — 38.8% | |||||
| PLTR | AI/Defense | ×1 | $133.27 | $133.27 | 12.5% |
| MRVL | AI Chips | ×1 | $278.69 | $278.69 | 26.2% |
| ₿ Crypto Treasury — 16.1% | |||||
| MSTR | Bitcoin Treasury | ×1 | $122.83 | $122.83 | 11.6% |
| BMNR | ETH Treasury | ×3 | $16.22 | $48.66 | 4.6% |
| ⚛️ Nuclear & Energy — 24.7% | |||||
| VST | Power/AI | ×1 | $158.63 | $158.63 | 14.9% |
| OKLO | Nuclear SMR | ×1 | $57.47 | $57.47 | 5.4% |
| UEC | Uranium | ×4 | $11.68 | $46.72 | 4.4% |
| 🚀 Space & Quantum — 20.4% | |||||
| RKLB | Space | ×1 | $104.65 | $104.65 | 9.8% |
| IONQ | Quantum | ×2 | $56.08 | $112.16 | 10.6% |
| TOTAL UNIT VALUE | $1,063 | 100% | |||
| Entry: $1,018 on Jan 22, 2026 | Current: $1,063 | Since entry: +4.4% | |||||
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% | -7.4%▲ | — | +4.4% | |||||
▲ Current month through today. YTD from Jan 22, 2026 entry.
📊 Market Narrative — Wednesday, June 17, 2026
A brutal session for the High Risk portfolio today, with the unit down -5.0% to $1,063.08. The semiconductor complex took the brunt of the damage following Broadcom's disappointing AI chip forecast, which sent shockwaves through every name with silicon exposure. Despite an impressive +30.4% month-to-date gain in April, today's action is a stark reminder that high-beta positions can give back ground just as quickly as they gain it. The Nasdaq is volatile, the VIX is pricing in ~1% daily swings, and our AI-adjacent holdings bore the full weight of institutional de-risking.
MRVL cratered -9.8% to $278.69 — the worst performer in our book today — as the Broadcom guidance miss triggered a sector-wide repricing of AI chip demand expectations. AMD dropped 17% over two sessions, Intel fell 9% and suspended its dividend, and Micron shed 12.6%. MRVL, despite its differentiated custom silicon business, couldn't escape the gravitational pull of this selloff. The fear: enterprise AI capex may be peaking sooner than bulls anticipated. IONQ followed suit, plunging -8.3% to $56.08, as quantum computing names got swept up in the broader tech risk-off move despite no company-specific news.
The one bright spot: VST surged +3.3% to $158.63, benefiting from the defensive rotation into power infrastructure plays as investors seek shelter from AI hardware volatility. Grid demand remains structurally strong regardless of chip cycle timing, and VST continues to attract flows from institutions hedging their tech exposure. Meanwhile, MSTR dropped -6.3% to $122.83 as Bitcoin wobbled amid broader risk-off sentiment, though gold hitting $5,080/oz (+15% YTD) suggests safe-haven demand is elevated — just not flowing into crypto today.
Key Watch for the Rest of Today: All eyes on Fed Chair Kevin Warsh's first policy decision and updated economic projections at 2:00 PM ET. Markets expect rates held at 3.50%-3.75%, but the forward guidance will dictate whether we see relief or further selling. The 10-year yield has spiked sharply post-jobs data, and any hawkish tilt could add another -1% to -2% downside for growth names. Also monitor Big Tech earnings (META, MSFT, TSLA) rolling in Wednesday-Thursday — these will set the tone for whether today's chip selloff extends or reverses.
Our Stance: Hold positions, no panic selling. Today's drawdown is painful but not unexpected in a high-risk portfolio built for asymmetric upside. MRVL's fundamentals haven't changed — this is sentiment contagion, not a thesis break. We're watching the Fed closely for any dovish surprise that could spark a snapback rally. If Warsh signals patience on rates, our beaten-down names could recover 3-5% quickly. Stay disciplined, stay positioned, and let the volatility work for us over time.
AI Research: Claude Opus + Perplexity live intel | Rating: A+ | Wednesday, June 17, 2026
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This is not financial advice. Past performance does not guarantee future results.