Airbnb $ABNB (-0,28 %)
Amazon $AMZN (-0,68 %)
Axon $AXON (-0,57 %)
Cadence $CDNS (-0,02 %)
Constellation Software $CSU (-0,68 %)
Costco $COST (+2,29 %)
Crowdstrike $CRWD (-0,56 %)
Fair Isaac $FICO (+1,31 %)
Ferrari $RACE (-0,16 %)
Hermes $RMS (-0,39 %)
Hims & Hers $HIMS (+1,19 %)
Intuit $INTU (+3,61 %)
Intuitive Surgical $ISRG (+0,71 %)
Mastercard $MA (+0 %)
Microsoft $MSFT (-0,62 %)
Moody's $MCO (-0 %)
MSCI $MSCI (+1,85 %)
Palantir $PLTR (-0,43 %)
Robinhood $HOOD (+0,31 %)
Roblox $RBLX
Shopify $SHOP (-0,84 %)
Tesla $TSLA (+0 %)
The Trade Desk $TTD (-1,17 %)
Transdigm $TDG (+0,51 %)
Select a maximum of 8-10 positions from this list that have the best risk/reward ratio and are reasonably valued. Then there is a good chance of outperforming the S&P 500.
Your opinion?