High Risk

Recent Performance — Last 4 Sessions

Today = vs the Aug 18 published unit ($1,377). Live opening marks (Tue, near the open ~7:30 MDT); daily move is vs Monday's (Aug 24) published update; August MTD starts from Friday Jul 31's official month-end close. August MTD vs Jul 31 close ($1,257.26). Sessions before Jul 14 reflect the prior book; the current holdings were established at the Jul 14 open.

Baseline note (Aug 25): today’s move is measured against the Aug 24 published update ($1,377); August MTD is measured against the Jul 31 official month-end close of $1,257 for the current whole-share model. July is locked closed in the monthly table.

Position Scoreboard — Sorted by Portfolio Weight

Today = vs the Aug 18 published mark for positions already held. Since Fill = vs SOXL $179.62 / TQQQ $75.19 / MSTR $94.78 / BE $205.15 / NBIS $172.19. Weight = % of unit. Live opening marks (Tue, near the open ~7:30 MDT); daily move is vs Monday's (Aug 24) published update; August MTD starts from Friday Jul 31's official month-end close.

Portfolio Allocation by Category

Live Track Record — Since January 22, 2026 (Actual)

▲ Current month through today; July 2026 is locked closed; return measured from the Jan 22, 2026 entry. * Jan–Mar 2026 are estimated partial-period returns carried from our May 2026 updates; they predate our daily archive (begins 15 April 2026) and are shown as estimates, not as-published daily marks. Apr–Jun cells are as-published marks; July is locked closed from the Jul 31 month-end close; close-basis restatement pending the anchor review. No backtests, no hypotheticals. Units are price-return; dividends are not accrued.

Calculate Your Position Size

High Risk is marked at $1,438 on the current whole-share model, +4.5% versus Monday's published update. August MTD is +14.4% and 2026 YTD is -12.1% on the performance chain. A relief bounce after Monday's chip-driven rout: chip stocks are advancing hard ahead of Nvidia's earnings tomorrow (Wednesday) after the bell, with memory names the clearest leadership pocket — a direct tailwind for this book's SOXL position, though it's a bounce off Monday's deep selloff, not confirmation the structural chip unwind is over.

NBIS's dilution overhang (the $4.5 billion convertible note offering from last Wednesday) also appears to be stabilizing today as the broader chip/AI-infrastructure bounce lifts it hard along with BE. Bitcoin continued its meltup overnight, briefly topping $81,000 intraday and up roughly 22% on the week, but MSTR itself is actually softer today — a clear reminder that a levered/crypto-linked equity doesn't always track its underlying asset 1:1 on a given day.

SOXL (+10.5%) leads the book today, with SOXL (+10.5%) and NBIS (+6.7%) both bouncing hard off Monday's lows. TQQQ (+3.5%) is modestly higher, and MSTR (-0.8%) is the laggard despite bitcoin's continued surge.

Bottom line: no portfolio change before this update. HR is up +4.5% today, recovering some of Monday's losses as the chip-sector bounce and NBIS stabilization both work in this book's favor. Nvidia's earnings tomorrow are the next real test of whether that bounce holds.

Portfolio Builder | Market Update | Tuesday, August 25, 2026

Trade Ledger — Entry & Exit History

Every position we open and close, newest first. Realized P/L on closes is marked against the original entry price.

Entry prices verified against the Jan 22, 2026 cost basis. “Open” = still held today. An entry marked “Closed <date>” was exited in that rotation — its realized result is shown on the CLOSE row for that date. This ledger builds our public track record going forward.