What makes the New Moon Portfolio different from other tech investments?

Unlike traditional tech portfolios that focus on established players, the New Moon Portfolio specifically targets companies at the very beginning of technological cycles. These companies are developing foundational technologies that could create entirely new markets or disrupt existing ones. They're typically earlier in their commercial journey, offering higher growth potential but also higher risk compared to established tech giants.

What is gene editing technology and why is it featured in this portfolio?

Gene editing refers to technologies that allow scientists to change an organism's DNA by adding, removing, or altering genetic material. Companies like CRSP, BEAM, EDIT, MGX, and DTIL in this portfolio are developing various approaches to gene editing, particularly for medical applications. These technologies have the potential to revolutionize healthcare by potentially curing genetic diseases rather than just treating symptoms, representing a fundamental shift in medicine with enormous market potential.

What does "Market Cap" mean for these companies?

Market capitalization (Market Cap) is the total value of a company's outstanding shares, calculated by multiplying the stock price by the number of shares. For the New Moon Portfolio companies, market cap helps indicate their current size, which is often smaller than established companies. This smaller size typically means more room for growth but also potentially higher volatility. When evaluating these innovative companies, market cap helps put their current valuation in perspective relative to their future potential.

What does "Consensus Recommendation" tell me about these stocks?

Consensus Recommendation represents the average rating that financial analysts have given to a stock. This typically ranges from "Strong Buy" to "Strong Sell." For innovative companies in the New Moon Portfolio, these recommendations offer insights into how professional analysts view each company's prospects. However, it's important to remember that groundbreaking technologies often face skepticism early on, and analyst consensus may be more conservative for newer, less-proven business models.

Why is this portfolio called the "New Moon Portfolio"?

The portfolio is named after the new moon phase, which represents beginnings and potential. Just as a new moon marks the start of a new lunar cycle, these companies represent the beginning of new technological cycles. They're developing foundational innovations that could grow and expand substantially over time, similar to how the moon waxes from new to full. The name captures the portfolio's focus on early-stage opportunities with significant growth potential ahead of them.

15 handpicked stocks

New Moon Portfolio

This collection represents the very beginning of the next technological cycle. These carefully selected companies are sowing the seeds of future industries, giving you early exposure to disruptive innovators poised for exponential growth as their technologies reshape our world.

Han Tan | Market Analyst

Updated 2 days ago | Published at जून 17