Airbnb $ABNB (-1.22%)
Amazon $AMZN (-2.54%)
Axon $AXON (-1.33%)
Cadence $CDNS (-3.14%)
Constellation Software $CSU (-0.08%)
Costco $COST (-1.15%)
Crowdstrike $CRWD (-2.6%)
Fair Isaac $FICO (-1.74%)
Ferrari $RACE (-1.34%)
Hermes $RMS (-2.41%)
Hims & Hers $HIMS (-4.48%)
Intuit $INTU (-1.82%)
Intuitive Surgical $ISRG (-1.52%)
Mastercard $MA (-0.91%)
Microsoft $MSFT (-2.16%)
Moody's $MCO (-0%)
MSCI $MSCI (-2.11%)
Palantir $PLTR (-4.5%)
Robinhood $HOOD (-6.5%)
Roblox $RBLX
Shopify $SHOP (-3.67%)
Tesla $TSLA (-3.72%)
The Trade Desk $TTD (-2.52%)
Transdigm $TDG (-1.86%)
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?