Airbnb $ABNB (+0.3%)
Amazon $AMZN (+0.01%)
Axon $AXON (-0.92%)
Cadence $CDNS (-1.24%)
Constellation Software $CSU (-2.56%)
Costco $COST (-0.53%)
Crowdstrike $CRWD (-4.8%)
Fair Isaac $FICO (-0.96%)
Ferrari $RACE (+1.05%)
Hermes $RMS (+0.35%)
Hims & Hers $HIMS (-0.47%)
Intuit $INTU (-0.99%)
Intuitive Surgical $ISRG (-1.21%)
Mastercard $MA (-0.92%)
Microsoft $MSFT (-0.15%)
Moody's $MCO (-0%)
MSCI $MSCI (-0.62%)
Palantir $PLTR (-2.75%)
Robinhood $HOOD (-0.4%)
Roblox $RBLX
Shopify $SHOP (-3.17%)
Tesla $TSLA (+4.72%)
The Trade Desk $TTD (+2.97%)
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?