Inception Jan 15, 2026 Net Return (Total) 10.80% Active Risk Tactical (3-6 Months) within Secular Strategic Hold Transaction Log (Last 24h) HOLD CCJ Thesis intact (Nuclear demand), but technically overextended. Tightened Stop Loss to $104. HOLD WPM Strong momentum. Inflation hedge performing as expected. HOLD VNOM Energy royalties provide necessary yield in high-rate regime. HOLD
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