Week of July 14–18, 2025
Portfolio Overview
This week, the FlightToWealth Moonshot Portfolio holds a substantial cash position of approximately 56.4%, reflecting a cautious approach ahead of upcoming earnings reports. The total portfolio value is about $12,135, with holdings spread across six companies, including a new position in GeneDx Holdings (WGS).
Current Holdings Snapshot
| Ticker | Company Name | Sector | Shares | Avg. Cost | Current Price | Market Value | Gain/Loss % |
|---|---|---|---|---|---|---|---|
| CRNX | Crinetics | Biotech | 100 | $31.84 | $31.11 | $3,111 | -2.29% |
| VKTX | Viking Therapeutics | Biotech | 45 | $27.73 | $32.01 | $1,440 | +15.43% |
| VNET | VNET Group | Data | 30 | $7.00 | $9.01 | $270 | +28.71% |
| WGS | GeneDx Holdings | Genomics | 6 | $80.00 | $77.87 | $467 | -2.66% |
| SLDP | Solid Power | Battery | 0 | $2.20 | $3.77 | $0 | 0.00% |
| RNA | Avidity Biosciences | Biotech | 0 | $28.00 | $33.76 | $0 | 0.00% |
| Cash | $6,846 | ||||||
Recent Activity
- New Position Added: A small stake of 6 shares in GeneDx Holdings (WGS) was added at $80 per share this week, expanding genomic exposure.
- Stable Positions: Current holdings remain intact without trimming or selling despite some short-term volatility.
- Maintained Cash Reserve: Over half the portfolio remains in cash, providing flexibility for upcoming earnings events.
Earnings Calendar & Upcoming Catalysts
| Symbol | Event | Date |
|---|---|---|
| VKTX | Earnings | July 23, 2025 |
| WGS | Earnings | July 29, 2025 |
Portfolio Insights
- CRNX: Continues as the largest holding, representing about 25.6% of the portfolio including cash. The stock is currently down slightly (-2.29%) but remains a core biotech position.
- VKTX: Showing strong momentum with a 15.43% gain since purchase.
- VNET: Leading gains at +28.71%, reflecting strength in the data sector.
- SLDP and RNA: Positions remain unfilled but active limit orders are in place at $2.20 and $28 respectively.
Strategy & Risk Management
The portfolio approach emphasizes:
- Disciplined Entry: Placing staged limit orders and avoiding chasing prices higher.
- High Cash Allocation: Over 50% cash held to provide optionality around earnings.
- Diversification: Adding new positions like WGS to reduce concentration risk and spread exposure.
- Long-Term View: Accepting short-term fluctuations as part of growth investing.
Looking Ahead
- Earnings from VKTX and WGS will be closely watched.
- Limit orders remain active for SLDP and RNA at targeted entry prices.
- Cash will continue to be used judiciously for new opportunities or rebalancing.
Thank you for following the FlightToWealth moonshot portfolio update. The journey continues with a focus on innovation-driven companies and disciplined risk management.
Disclaimer: This update is for informational purposes only and does not constitute financial advice. Investing involves risks including loss of principal. Readers should perform their own research or consult financial professionals before making investment decisions.