Updated portfolio with new positions in $NBIS (-1.34%)
$ASTS (-2.76%)
$HIMS (+6.93%) and $NOVO B (+1.03%) . Closed $AAPL (-0.02%) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (+1.3%) , $AMZN (+1.62%) , $GOOG (+2.14%)
$MSFT (-0.2%) and $TSLA (-1%) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (-2.41%) 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.
