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 | Shares | Avg. Cost | Current Price | Market Value | Gain/Loss $ | Gain/Loss % | Notes |
|---|---|---|---|---|---|---|---|---|---|---|
| CRNX | Crinetics | Biotech | 6/13/25 | 100 | $31.84 | $31.93 | $3,193.00 | $9.00 | 0.28% | Rare disease biotech |
| VKTX | Viking Therapeutics | Biotech | 7/2/25 | 45 | $27.73 | $31.11 | $1,399.95 | $152.10 | 12.19% | Metabolic diseases |
| VNET | VNET Group | Data | 7/10/25 | 30 | $7.00 | $7.98 | $239.40 | $29.40 | 14.00% | China data centers |
| SLDP | Solid Power | Battery | Pending | 0 | $2.20 | $2.51 | $0.00 | $0.00 | 0.00% | Target 80 shares |
| RNA | Avidity Biosciences, Inc. | Biotechnology | Pending | 0 | $28.00 | $29.25 | $0.00 | $0.00 | 0.00% | Target 9 shares |
Portfolio Summary
- Total Market Value: $4,832.35
- Total Gain/Loss: $190.50
- Total Gain/Loss Percentage: 4.10%
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 loss of ~$340 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 buy limit of $27.73 for VKTX and waited for the price to dip just below that threshold before executing.
- CRNX’s reversal from a $340 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.
Featured Strategy: The “Rule of 3” for Taking Profits
Managing winners is just as important as picking them. Here’s the simple, battle-tested approach I use to lock in gains while letting big moves run:
- First Sale: When a position is up 40–50%, sell about one-third to secure early profits.
- Second Sale: If it doubles (80–100% gain), sell another third—now you’re playing with house money.
- Final Third: Let the rest ride, but use a trailing stop (e.g., 20% below the recent high) to protect gains if momentum fades.
Bonus: If a stock jumps 20%+ in a single day, I’ll sometimes trim 5–10% to capture exuberance spikes.
This staged approach takes emotion out of selling, reduces regret, and ensures I never let a big winner turn into a loss.
What’s Next
- Monitor open limit orders: SLDP ($2.20), RNA ($28.00), and a possible second VNET tranche at $6.00 if volatility continues.
- Stick to staged profit-taking: Will consider trimming positions in tranches if gains accelerate, following the “Rule of 3” framework.
- Stay patient: No rush to add new positions unless targets are reached—let the market come to me.
Thanks for following along! I’ll keep posting updates and lessons as the moonshot journey continues. If you want a deeper dive into any position or a custom profit-taking table for your stocks, just let me know.