Updated portfolio with new positions in $NBIS (+3.78%)
$ASTS (+1.93%)
$HIMS (+0.19%) and $NOVO B (-0.73%) . Closed $AAPL (+0.24%) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (+1.86%) , $AMZN (+0.87%) , $GOOG (+1.87%)
$MSFT (+0.23%) and $TSLA (-0.9%) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (-0.53%) 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.
