Recent Performance — Last 8 Sessions
| Date | Unit Value | Daily | June MTD |
|---|---|---|---|
| 2026-06-16 | $1,082 | -2.1% | -3.3% |
| 2026-06-17 | $1,078 | -0.4% | -3.7% |
| 2026-06-18 | $1,079 | +0.2% | -3.6% |
| 2026-06-22 | $1,073 | -0.6% | -4.1% |
| 2026-06-23 | $1,050 | -2.2% | -6.2% |
| 2026-06-24 | $980 | -4.0% | -12.5% |
| 2026-06-25 | $990 | +1.1% | -11.5% |
| 2026-06-26 ◀ Today | $936 | -2.2% | -16.4% |
Today = move since Thu Jun 25 close. Live prices (Fri ~07:40 MDT). Jun MTD vs Jun 1 close ($1,119).
Position Scoreboard — Sorted by Portfolio Weight
| Ticker | Sector | Price | Today | Since Entry | Weight | Signal |
|---|---|---|---|---|---|---|
| MRVL | AI Chips | $269.53 | -4.2% | +224.3% | 28.8% | STRONG HOLD ✅ |
| VST | Power/AI | $165.70 | -1.2% | +3.3% | 17.7% | STRONG HOLD ✅ |
| PLTR | AI/Defense | $108.52 | +1.2% | -34.6% | 11.6% | HOLD ✅ |
| IONQ | Quantum | $49.18 | -2.7% | -0.3% | 10.5% | STRONG HOLD ✅ |
| MSTR | Bitcoin | $82.45 | -3.4% | -48.8% | 8.8% | HOLD ✅ |
| RKLB | Space | $81.58 | +1.1% | -7.3% | 8.7% | HOLD ✅ |
| OKLO | Nuclear SMR | $49.66 | -2.6% | -45.4% | 5.3% | STRONG HOLD ✅ |
| UEC | Uranium | $10.35 | -2.3% | -47.9% | 4.4% | HOLD ✅ |
| BMNR | Crypto Treasury | $12.98 | -2.6% | -55.1% | 4.2% | HOLD ✅ |
Today = vs Jun 25 close. Since Entry = vs Jan 22, 2026. Weight = % of unit. Prices via Yahoo Finance.
Portfolio Allocation by Category
- AI & Tech40.4%
- Crypto Treasury13.0%
- Nuclear & Energy27.4%
- Space & Quantum19.2%
| Ticker | Sector | Shares | Price | $/Unit | Weight |
|---|---|---|---|---|---|
| 🤖 AI & Tech — 40.4% | |||||
| PLTR | AI/Defense | ×1 | $108.52 | $108.52 | 11.6% |
| MRVL | AI Chips | ×1 | $269.53 | $269.53 | 28.8% |
| ₿ Crypto Treasury — 13.0% | |||||
| MSTR | Bitcoin | ×1 | $82.45 | $82.45 | 8.8% |
| BMNR | Crypto Treasury | ×3 | $12.98 | $38.94 | 4.2% |
| ⚛️ Nuclear & Energy — 27.4% | |||||
| VST | Power/AI | ×1 | $165.70 | $165.70 | 17.7% |
| OKLO | Nuclear SMR | ×1 | $49.66 | $49.66 | 5.3% |
| UEC | Uranium | ×4 | $10.35 | $41.40 | 4.4% |
| 🚀 Space & Quantum — 19.2% | |||||
| RKLB | Space | ×1 | $81.58 | $81.58 | 8.7% |
| IONQ | Quantum | ×2 | $49.18 | $98.36 | 10.5% |
| TOTAL UNIT VALUE | $936 | 100% | |||
| Entry: $1,018 on Jan 22, 2026 | Current: $936 | Since entry: -8.0% | |||||
Value/unit = shares × price. Weights at today's live 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% | -16.4%▲ | — | -8.0% | |||||
▲ Current month through today. YTD from Jan 22, 2026 entry.
High Risk fell 2.2% to $936 a unit as the tech sell-off hit our high-multiple growth names hardest. June has been brutal, with the book now 16.4% lower on the month and 8.0% under our January 22 entry. The driver this week was the global memory shortage: Micron's revenue more than quadrupled with next-quarter guidance near 50 billion dollars, proof that AI demand is straining memory and storage supply into 2028. The flip side showed up in hardware, with Apple and Microsoft raising prices to cover soaring chip costs, and a broad tech pullback as investors questioned how expensive the AI build-out is getting.
The pain was led by the chip and nuclear sleeve. MRVL dropped 4.2% as AI-semis pulled back, IONQ fell 2.7%, OKLO slid 2.7% and UEC eased 2.3%, while MSTR was off 3.4% and BMNR down 2.6% as crypto softened. VST held up better at down 1.2%. The bright spots were PLTR, up 1.2%, and RKLB, up 1.1%, a reminder that even a red book keeps pockets of strength.
No changes. This is exactly why we spread across power, nuclear, quantum, AI and space rather than crowd one trade. The memory crunch is a direct tailwind for the names we hold: MRVL builds the custom AI silicon, while VST, OKLO and UEC supply the electricity and fuel that AI data centers cannot run without. When PLTR or RKLB swing on risk sentiment, the power and chip sleeve cushions the blow. A hard June does not break the thesis, and we are holding the full slate.
Portfolio Builder | Market Update | Friday, June 26, 2026
Portfolio Builder | portfoliobuilder.io
This is not financial advice. Past performance does not guarantee future results.