Updated portfolio with new positions in $NBIS (-1.99%)
$ASTS (+1.63%)
$HIMS (+0.78%) and $NOVO B (+2.65%) . Closed $AAPL (+0.1%) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (-0.42%) , $AMZN (+3%) , $GOOG (+0.61%)
$MSFT (+1.43%) and $TSLA (-4.17%) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (+0.44%) 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.
