Airbnb $ABNB (-0.62%)
Amazon $AMZN (-0.55%)
Axon $AXON (-0.12%)
Cadence $CDNS (-0.68%)
Constellation Software $CSU (+1.8%)
Costco $COST (-0.95%)
Crowdstrike $CRWD (+0.15%)
Fair Isaac $FICO (+1.97%)
Ferrari $RACE (-1.54%)
Hermes $RMS (-0.29%)
Hims & Hers $HIMS (+2.68%)
Intuit $INTU (+0.34%)
Intuitive Surgical $ISRG (+0.44%)
Mastercard $MA (-0.68%)
Microsoft $MSFT (-1.1%)
Moody's $MCO (+0%)
MSCI $MSCI (-2.13%)
Palantir $PLTR (-2.59%)
Robinhood $HOOD (+3.08%)
Roblox $RBLX
Shopify $SHOP (-2.64%)
Tesla $TSLA (-1.98%)
The Trade Desk $TTD (+2.02%)
Transdigm $TDG (-2.27%)
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?