Updated portfolio with new positions in $NBIS (-2.16%)
$ASTS (+0.4%)
$HIMS (-0.05%) and $NOVO B (-1.91%) . Closed $AAPL (+0.13%) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (-0.68%) , $AMZN (+0.54%) , $GOOG (+0.36%)
$MSFT (-0.62%) and $TSLA (+2.84%) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (+0.98%) 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.
