Recent Performance — Last 7 Sessions
| Date | Unit Value | Daily | Month MTD |
|---|---|---|---|
| 2026-06-30 | $1,003 | +3.2% | -10.4% |
| 2026-07-01 | $1,007 | +0.4% | +0.4% |
| 2026-07-02 | $1,003 | -0.4% | -0.0% |
| 2026-07-06 | $974 | -2.8% | -2.9% |
| 2026-07-08 | $919 | -5.7% | -8.4% |
| 2026-07-09 ◀ Today | $940 | +2.4% | -6.3% |
Today = open-to-open vs your last update (Jul 8, $919). Live prices (Thu AM MDT). Jul MTD vs Jun 30 close ($1,003). June rows show June MTD.
Position Scoreboard — Sorted by Portfolio Weight
| Ticker | Sector | Price | Today | Since Entry | Weight | Signal |
|---|---|---|---|---|---|---|
| MRVL | AI Chips | $248.54 | +5.9% | +199.1% | 26.4% | STRONG HOLD ✅ |
| VST | Power/AI | $159.17 | +3.0% | -0.7% | 16.9% | STRONG HOLD ✅ |
| PLTR | AI/Defense | $126.41 | -1.8% | -23.8% | 13.4% | HOLD ✅ |
| MSTR | Bitcoin | $95.85 | +2.8% | -40.5% | 10.2% | HOLD ✅ |
| IONQ | Quantum | $45.42 | -1.0% | -7.9% | 9.7% | STRONG HOLD ✅ |
| RKLB | Space | $84.34 | -0.2% | -4.1% | 9.0% | HOLD ✅ |
| OKLO | Nuclear SMR | $49.41 | +3.1% | -45.7% | 5.3% | STRONG HOLD ✅ |
| BMNR | Crypto Treasury | $14.79 | +1.6% | -48.8% | 4.7% | HOLD ✅ |
| UEC | Uranium | $10.38 | +4.7% | -47.7% | 4.4% | HOLD ✅ |
Today = open-to-open vs yesterday's update price. Since Entry = vs Jan 22, 2026. Weight = % of unit. Prices via Yahoo Finance.
Portfolio Allocation by Category
- AI & Tech39.9%
- Crypto Treasury14.9%
- Nuclear & Energy26.6%
- Space & Quantum18.6%
| Ticker | Sector | Shares | Price | $/Unit | Weight |
|---|---|---|---|---|---|
| 🤖 AI & Tech — 39.9% | |||||
| PLTR | AI/Defense | ×1 | $126.41 | $126.41 | 13.4% |
| MRVL | AI Chips | ×1 | $248.54 | $248.54 | 26.4% |
| ₿ Crypto Treasury — 14.9% | |||||
| MSTR | Bitcoin | ×1 | $95.85 | $95.85 | 10.2% |
| BMNR | Crypto Treasury | ×3 | $14.79 | $44.37 | 4.7% |
| ⚛️ Nuclear & Energy — 26.6% | |||||
| VST | Power/AI | ×1 | $159.17 | $159.17 | 16.9% |
| OKLO | Nuclear SMR | ×1 | $49.41 | $49.41 | 5.3% |
| UEC | Uranium | ×4 | $10.38 | $41.52 | 4.4% |
| 🚀 Space & Quantum — 18.6% | |||||
| RKLB | Space | ×1 | $84.34 | $84.34 | 9.0% |
| IONQ | Quantum | ×2 | $45.42 | $90.84 | 9.7% |
| TOTAL UNIT VALUE | $940 | 100% | |||
| Entry: $1,018 on Jan 22, 2026 | Current: $940 | Since entry: -7.6% | |||||
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% | -10.4% | -6.3%▲ | — | -7.6% | ||||
▲ Current month through today. YTD from Jan 22, 2026 entry.
High Risk rose 2.4% today to $940 a unit, measured open to open against yesterday's update. That pulls the July loss back to 6.3% and leaves the book about 7.6% below our January 22 entry. This is the book that felt Wednesday's risk-off wave hardest, and it was also the one that snapped back most as risk appetite returned to the highest-torque corner of the market.
MRVL led the rebound, up 5.9% on renewed AI-chip demand, with UEC adding 4.7%, OKLO 3.1% and VST 3.0% as the nuclear and power sleeve firmed. MSTR gained 2.8% alongside steadier bitcoin and BMNR ticked up. Not everything joined: PLTR slipped 1.8% and IONQ eased 1.0%, while RKLB was essentially flat after its recent swings. The leaders and laggards simply traded places with yesterday.
No changes. High Risk is the aggressive book by design and it swings hardest in both directions, as the last two sessions showed. The spread across power, nuclear, crypto, AI, space and quantum is what carries it through. VST and the nuclear sleeve supply the steadier ballast, while MRVL, OKLO and UEC provided the high-torque upside on the way back. Nothing this week changed the multi-year thesis. Holding the full slate.
Portfolio Builder | Market Update | Thursday, July 9, 2026
Portfolio Builder | portfoliobuilder.io
This is not financial advice. Past performance does not guarantee future results.