Updated portfolio with new positions in $NBIS (-0.62%)
$ASTS (-0.57%)
$HIMS (+4.35%) and $NOVO B (+6.61%) . 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 (+2.36%) , $AMZN (+0.01%) , $GOOG (+1.55%)
$MSFT (+0.5%) and $TSLA (+1.09%) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (+0.49%) 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.
