Airbnb $ABNB (+0.38%)
Amazon $AMZN (-1.14%)
Axon $AXON (-4.45%)
Cadence $CDNS (-0.68%)
Constellation Software $CSU (+3%)
Costco $COST (-0.33%)
Crowdstrike $CRWD (-4.26%)
Fair Isaac $FICO (+0.81%)
Ferrari $RACE (-0.46%)
Hermes $RMS (-1.66%)
Hims & Hers $HIMS (-3.9%)
Intuit $INTU (-0.53%)
Intuitive Surgical $ISRG (+0.53%)
Mastercard $MA (+0.35%)
Microsoft $MSFT (-0.68%)
Moody's $MCO (+0%)
MSCI $MSCI (-0.45%)
Palantir $PLTR (-0.76%)
Robinhood $HOOD (+0.2%)
Roblox $RBLX
Shopify $SHOP (-0.44%)
Tesla $TSLA (-3.57%)
The Trade Desk $TTD (-1.06%)
Transdigm $TDG (-0.08%)
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?