Recent Performance — Last 8 Sessions
| Date | Unit Value | Daily | June MTD |
|---|---|---|---|
| 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 | $936 | -2.2% | -16.4% |
| 2026-06-29 ◀ Today | $972 | +3.1% | -13.2% |
Today = move since Fri Jun 26 close. Live prices (Mon ~07:35 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 | $269.42 | +1.0% | +224.2% | 27.7% | STRONG HOLD ✅ |
| VST | Power/AI | $164.89 | +0.9% | +2.8% | 17.0% | STRONG HOLD ✅ |
| PLTR | AI/Defense | $117.07 | +3.7% | -29.4% | 12.0% | HOLD ✅ |
| IONQ | Quantum | $52.10 | +5.7% | +5.6% | 10.7% | STRONG HOLD ✅ |
| RKLB | Space | $92.98 | +10.0% | +5.7% | 9.6% | HOLD ✅ |
| MSTR | Bitcoin | $86.73 | +5.4% | -46.1% | 8.9% | HOLD ✅ |
| OKLO | Nuclear SMR | $52.28 | +4.6% | -42.5% | 5.4% | STRONG HOLD ✅ |
| UEC | Uranium | $10.64 | -1.5% | -46.4% | 4.4% | HOLD ✅ |
| BMNR | Crypto Treasury | $13.83 | +2.0% | -52.1% | 4.3% | HOLD ✅ |
Today = vs Jun 26 close. Since Entry = vs Jan 22, 2026. Weight = % of unit. Prices via Yahoo Finance.
Portfolio Allocation by Category
- AI & Tech39.8%
- Crypto Treasury13.2%
- Nuclear & Energy26.7%
- Space & Quantum20.3%
| Ticker | Sector | Shares | Price | $/Unit | Weight |
|---|---|---|---|---|---|
| 🤖 AI & Tech — 39.8% | |||||
| PLTR | AI/Defense | ×1 | $117.07 | $117.07 | 12.0% |
| MRVL | AI Chips | ×1 | $269.42 | $269.42 | 27.7% |
| ₿ Crypto Treasury — 13.2% | |||||
| MSTR | Bitcoin | ×1 | $86.73 | $86.73 | 8.9% |
| BMNR | Crypto Treasury | ×3 | $13.83 | $41.49 | 4.3% |
| ⚛️ Nuclear & Energy — 26.7% | |||||
| VST | Power/AI | ×1 | $164.89 | $164.89 | 17.0% |
| OKLO | Nuclear SMR | ×1 | $52.28 | $52.28 | 5.4% |
| UEC | Uranium | ×4 | $10.64 | $42.56 | 4.4% |
| 🚀 Space & Quantum — 20.3% | |||||
| RKLB | Space | ×1 | $92.98 | $92.98 | 9.6% |
| IONQ | Quantum | ×2 | $52.10 | $104.20 | 10.7% |
| TOTAL UNIT VALUE | $972 | 100% | |||
| Entry: $1,018 on Jan 22, 2026 | Current: $972 | Since entry: -4.6% | |||||
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% | -13.2%▲ | — | -4.6% | |||||
▲ Current month through today. YTD from Jan 22, 2026 entry.
High Risk rebounded 3.1% to $972 a unit, a firm bounce to open the week after a brutal Friday. June MTD narrowed to a loss of 13.2% and the book is now 4.6% under our January 22 entry. The rally was broad and led by exactly the high-beta names that had been punished hardest in the selloff, a reminder of how quickly this book snaps back when risk appetite returns. It does not erase a hard month, but it is the kind of session that rewards holding through the volatility rather than selling the lows.
Strength was nearly everywhere. RKLB surged 10.0%, IONQ jumped 5.7%, MSTR climbed 5.4% as bitcoin firmed, OKLO rose 4.6% and PLTR added 3.7%, with BMNR up 2.0%, MRVL up 1.0% and VST up 0.9%. The only red was UEC, off 1.5%. After weeks of pressure on the chip, nuclear and space sleeve, Monday was a clean relief rally with the leadership coming from our most volatile positions.
No changes. This is exactly why we spread across power, nuclear, quantum, AI and space rather than crowd one trade. The same volatility that hurt in June is what powers days like today: VST, OKLO and UEC supply the electricity and fuel that AI data centers cannot run without, MRVL builds the custom AI silicon, and RKLB and IONQ give us the high-torque upside. With quarter-end tomorrow and a holiday-shortened week ahead, we are holding the full slate.
Portfolio Builder | Market Update | Monday, June 29, 2026
Portfolio Builder | portfoliobuilder.io
This is not financial advice. Past performance does not guarantee future results.