Updated portfolio with new positions in $NBIS (+4.91%)
$ASTS (-0.97%)
$HIMS (+0.31%) and $NOVO B (+2.92%) . Closed $AAPL (+0.91%) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (+0.3%) , $AMZN (-0.48%) , $GOOG (+2.43%)
$MSFT (+0.29%) and $TSLA (+2.63%) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (-1.21%) 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.
