Airbnb $ABNB (-1.49%)
Amazon $AMZN (-1.95%)
Axon $AXON (-0.89%)
Cadence $CDNS (-0.85%)
Constellation Software $CSU (-1.13%)
Costco $COST (-0.29%)
Crowdstrike $CRWD (+0.69%)
Fair Isaac $FICO (+0.27%)
Ferrari $RACE (-1.06%)
Hermes $RMS (+0.96%)
Hims & Hers $HIMS (+0.15%)
Intuit $INTU (+0.03%)
Intuitive Surgical $ISRG (+2.65%)
Mastercard $MA (-2.53%)
Microsoft $MSFT (-3.17%)
Moody's $MCO (+0%)
MSCI $MSCI (-0.94%)
Palantir $PLTR (-2.66%)
Robinhood $HOOD (-2.19%)
Roblox $RBLX
Shopify $SHOP (+0.46%)
Tesla $TSLA (+2.79%)
The Trade Desk $TTD (-0.52%)
Transdigm $TDG (-1.41%)
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?