Updated portfolio with new positions in $NBIS (-5.26%)
$ASTS (-6.02%)
$HIMS (-8.47%) and $NOVO B (-3.44%) . Closed $AAPL (-4.63%) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (-6.14%) , $AMZN (-5.92%) , $GOOG (-3.33%)
$MSFT (-3.3%) and $TSLA (-6.86%) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (-3.36%) 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.
