Airbnb $ABNB (-0.91%)
Amazon $AMZN (-0.13%)
Axon $AXON (+0.01%)
Cadence $CDNS (-0.06%)
Constellation Software $CSU (-0.09%)
Costco $COST (-0.46%)
Crowdstrike $CRWD (-0.01%)
Fair Isaac $FICO (+0.37%)
Ferrari $RACE (+0.52%)
Hermes $RMS (+0.87%)
Hims & Hers $HIMS (-1.98%)
Intuit $INTU (+0.03%)
Intuitive Surgical $ISRG (-0.27%)
Mastercard $MA (+0.22%)
Microsoft $MSFT (+0.03%)
Moody's $MCO (+0%)
MSCI $MSCI (+0.06%)
Palantir $PLTR (-0.22%)
Robinhood $HOOD (-0.31%)
Roblox $RBLX (+0%)
Shopify $SHOP (+0.38%)
Tesla $TSLA (-0.25%)
The Trade Desk $TTD (+0.65%)
Transdigm $TDG (+0.09%)
Select a maximum of 8-10 positions from this list that have the best risk/reward ratio and are reasonably valued. Then there is a good chance of outperforming the S&P 500.
Your opinion?

