Airbnb $ABNB (-1.25%)
Amazon $AMZN (-1.27%)
Axon $AXON (-0.86%)
Cadence $CDNS (+0.05%)
Constellation Software $CSU (+3.25%)
Costco $COST (-0.53%)
Crowdstrike $CRWD (-1.48%)
Fair Isaac $FICO (+3.69%)
Ferrari $RACE (-0.74%)
Hermes $RMS (+0.42%)
Hims & Hers $HIMS (-8.64%)
Intuit $INTU (-0.08%)
Intuitive Surgical $ISRG (+2.4%)
Mastercard $MA (+0.71%)
Microsoft $MSFT (-0.15%)
Moody's $MCO (+0%)
MSCI $MSCI (-0.34%)
Palantir $PLTR (-6.93%)
Robinhood $HOOD (+2%)
Roblox $RBLX
Shopify $SHOP (+6.58%)
Tesla $TSLA (-2.01%)
The Trade Desk $TTD (+0.74%)
Transdigm $TDG (+0.18%)
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?