Unit Value
$1,774
▲ +1.0% since the last update on June 10 · −4.4% June · −7.6% for 2026
The Read
The mood flipped this week. Wednesday's CPI hit 4.2%, a three-year high, and for a day the tape only wanted to talk about a Fed that might hold — or even hike — on June 17. Then Washington and Tehran signaled a peace deal that would reopen the Strait of Hormuz, crude fell back toward $85 from the mid-90s, and the inflation panic drained out. The S&P jumped 1.75% Thursday, and Safe Growth opened today up 1.0% since our last update.
Gold miners led us. NUGT added 4.4% as bullion held its bid through the rate noise, with EWW up 3.3%, PPA 2.9%, and URA 2.6% behind it. The one red mark was XLE, off 2.1% — and I'm fine with that. We own energy as ballast, not as a bet on a Hormuz spike, and a cheaper barrel helps every other name we hold.
We didn't trade. At 7.6% below entry this is still a drawdown, but the setup into next week's Fed reads better than the headlines did 48 hours ago. I'd rather hold this book steady than chase the oil tape in either direction.
— The Portfolio Builder desk
The Book — 10 Holdings
| Holding | Price | Since 6/10 | Since Entry | Weight | Signal |
|---|---|---|---|---|---|
| ETN Infrastructure | $397 | +0.2% | +17.8% | 22.4% | STRONG |
| NVDA AI Chips | $205 | −0.7% | +50.5% | 11.5% | STRONG |
| PPA Defense ETF | $177 | +2.9% | +17.8% | 10.0% | HOLD |
| XLE Energy / Oil | $57 | −2.1% | −17.0% | 9.6% | STRONG |
| EWW Mexico ETF | $78 | +3.3% | +39.2% | 8.8% | HOLD |
| INDA India ETF | $48 | +1.3% | +21.6% | 8.2% | STRONG |
| TMF 3× Long Bonds | $35 | +1.5% | −18.1% | 7.9% | WATCH |
| URA Uranium ETF | $45 | +2.6% | +39.5% | 7.6% | HOLD |
| NUGT 3× Gold Miners | $129 | +4.4% | +45.9% | 7.3% | HOLD |
| MSTR Bitcoin | $120 | −0.5% | −57.1% | 6.7% | HOLD |
Price = today's open · Since 6/10 = return since our last update (June 10 send) · Since Entry = vs Jan 22, 2026 · Weight = % of unit · Prices via Yahoo Finance
How It's Split
Infrastructure & Defense 32.3%
Energy & Commodities 24.5%
Emerging Markets 17.0%
AI & Tech 11.5%
Bonds & Rates 7.9%
Crypto Treasury 6.7%
The Record
2023
+14.7%
2024
+39.0%
2025
+7.4%
2026 year to date
−7.6%
2026 from Jan 22 entry · Annual returns net of the monthly path below
Monthly Track Record
| Yr | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | +7.6 | +0.9 | +2.5 | +0.2 | −0.8 | +5.5 | +1.5 | +3.6 | −1.6 | +1.3 | +1.1 | +1.5 | +25.3% |
| 2020 | +2.5 | −3.0 | −6.2 | −0.7 | +1.1 | +0.8 | +8.2 | +9.1 | −11.4 | −3.3 | +0.1 | +7.3 | +4.1% |
| 2021 | +4.7 | +1.3 | −7.9 | +10.6 | −4.4 | +9.7 | −5.1 | +4.0 | −4.3 | +19.8 | +0.5 | +1.7 | +25.8% |
| 2022 | +1.5 | −6.2 | +1.7 | −6.2 | −1.2 | −18.7 | +13.7 | +1.7 | −22.0 | +31.0 | +11.6 | +1.8 | −25.8% |
| 2023 | +12.3 | −12.4 | +9.8 | −1.8 | −13.9 | +13.2 | +0.2 | −4.4 | −10.8 | +0.7 | +13.2 | +14.0 | +14.7% |
| 2024 | +1.4 | +14.1 | +9.3 | +5.1 | +8.8 | −8.3 | +1.1 | −3.3 | +4.5 | −0.7 | +15.0 | −10.1 | +39.0% |
| 2025 | +5.8 | −2.5 | −4.3 | +1.8 | +4.9 | +5.0 | +4.0 | −1.4 | +5.7 | +0.1 | −8.7 | −2.1 | +7.4% |
| 2026 | +3 | −3 | −8 | +10.0 | −3.5 | −4.4▲ | — | −7.6% |
Monthly % returns · ▲ = live month in progress · YTD column at right
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Portfolio Builder · portfoliobuilder.io
Not financial advice. Past performance does not guarantee future results.
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