High Risk

Recent Performance — Last 4 Sessions

Today = vs the Sep 2 published unit ($1,531). Live opening marks (Tue, near the open ~8:00 MDT); daily move is vs Friday's (Sep 4) published update, the last trading session before the Labor Day holiday; September MTD starts from Monday Aug 31's official month-end close. September MTD vs Aug 31 close ($1,457.64). Sessions before Jul 14 reflect the prior book; the current holdings were established at the Jul 14 open.

Baseline note (Sep 8): today’s move is measured against the Sep 4 published update ($1,531), the last session before Labor Day. September MTD is measured against the Aug 31 official month-end close of $1,458 for the current whole-share model. August is locked closed in the monthly table at +15.35%.

Position Scoreboard — Sorted by Portfolio Weight

Today = vs the Sep 2 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 ~8:00 MDT); daily move is vs Friday's (Sep 4) published update, the last trading session before the Labor Day holiday; September MTD starts from Monday Aug 31's official month-end close.

Portfolio Allocation by Category

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

▲ Current month through today; July and August 2026 are 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–Aug cells are locked closed from official month-end closes; 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 $1,602 on the current whole-share model, +4.7% versus Friday's published update (the last session before Labor Day). August locked closed at +15.35% for the month on the performance chain (track record table below); September is +10.5% so far, and 2026 YTD is -2.1%.

This book's big move today has almost nothing to do with the macro backdrop. BE (+13.3%) is leading on real, specific news: Bloom Energy is joining the S&P 500 on Sep 21 (replacing Molson Coors, triggering automatic index-fund buying), and separately Nebius selected Bloom's fuel cells for its planned 300-megawatt AI data center in Vineland, New Jersey — a genuine commercial deal, not speculation, and a direct update on the Vineland correlated-risk item we've flagged before. NBIS (+12.3%) and SOXL (+11.0%) are riding the same AI-infrastructure enthusiasm.

The one genuine divergence: MSTR (-1.6%) is lower, bitcoin caught in the same rate-hike-driven risk-off pull hitting duration-sensitive assets today. That backdrop is worth naming plainly: an escalating Middle East conflict (oil at a six-week high, Iran talks ruled out for now) landing right as two weeks of contradictory jobs data (a soft ADP miss, then a much stronger official BLS beat) still hasn't been resolved. Friday's CPI print is the last major data point before the Sep 16 Fed decision, with no Fed speakers left to weigh in before then — a real test for MSTR if hike odds keep firming.

No portfolio change today. Bottom line: HR is up +4.7% today, almost entirely on a real Bloom Energy/Nebius catalyst that's decoupled from the macro story for now — but Friday's CPI is the next point where the two could reconnect.

Portfolio Builder | Market Update | Tuesday, September 8, 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.