Updated portfolio with new positions in $NBIS (+4.43%)
$ASTS (-2.15%)
$HIMS (+8.82%) and $NOVO B (+3.18%) . Closed $AAPL (+2.14%) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (+3.19%) , $AMZN (+3.59%) , $GOOG (+3.76%)
$MSFT (+0.93%) and $TSLA (+6.14%) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (+1.37%) as currently experienced a healty but significant pullback.
Big part of portfolio is now in nuclear stocks, as I have increased my position in $OKLO and opened a position in $SMR
What do you think would be the most compelling 10-15y holds missing here? Please argument as I am very interested in learning macrotrends I may have overlooked.
