Welcome to this week’s update on my moonshot portfolio. Here’s where things stand as of July 11, 2025:
| Ticker | Company Name | Sector | Buy Date | Allocation (%) | Cost Basis | Current Price | Gain/Loss (%) | Notes |
|---|---|---|---|---|---|---|---|---|
| CRNX | Crinetics | Biotech | 6/13/25 | ~26% | $31.84 | $31.93 | +0.28% | Rare disease biotech |
| VKTX | Viking Therapeutics | Biotech | 7/2/25 | ~12% | $27.73 | $31.11 | +12.19% | Metabolic diseases |
| VNET | VNET Group | Data | 7/10/25 | ~5% | $7.00 | $7.98 | +14.00% | China data centers |
| SLDP | Solid Power | Battery | Pending | 0% | $2.20 | $2.51 | 0.00% | Target starter position |
| RNA | Avidity Biosciences, Inc. | Biotechnology | Pending | 0% | $28.00 | $29.25 | 0.00% | Target starter position |
| Cash | ~56% of portfolio | |||||||
Portfolio Summary
- Total Value: 100% portfolio allocation
- Total Gain/Loss: +4.1% overall
- Cash Available: ~56% of portfolio
Portfolio Turnaround: From –7% to +4% in One Week
This week, my moonshot portfolio swung from a 7% loss to a 4% gain—a powerful reminder of why discipline and patience matter. Instead of panicking during the drawdown, I stuck to my entry limits and avoided emotional trades. The result? Timely fills (like VNET at $7.00), sector rebounds in biotech and data, and a strong overall recovery.
Key takeaway: Volatility is normal in moonshot investing. Sticking to your process—especially during tough stretches—sets you up to capture the upside when momentum returns.
Notes and Thoughts
- CRNX: Reversed a previous significant loss and is now showing a modest gain.
- VKTX: Continued its strong momentum, up over 12% since entry.
- VNET: Limit order filled at $7.00 yesterday; up 14% in one day after a volatile session.
- SLDP & RNA: No positions yet; both remain on the watchlist with staged limit orders active.
- BE: Surged 18% earlier in the week but reversed sharply, down 10% today. Still above my target; no action taken.
- Overall: The portfolio is up just over 4% since inception, with recent gains driven by biotech and data sector strength.
What We Learned This Week
- Setting clear entry limits and exercising patience pays off. For example, we set a limit for VKTX and waited for the price to dip before executing.
- CRNX’s reversal from a major loss to a gain shows that holding through volatility can pay off.
- The gains across CRNX, VKTX, and VNET demonstrate that sticking to our strategy and staying patient with biotech and data stocks is paying dividends.