Airbnb $ABNB (+0,01 %)
Amazon $AMZN (+0,82 %)
Axon $AXON (-1,89 %)
Cadence $CDNS (+1,49 %)
Constellation Software $CSU (+0,15 %)
Costco $COST (+0,64 %)
Crowdstrike $CRWD (+1,79 %)
Fair Isaac $FICO (+3,42 %)
Ferrari $RACE (+0 %)
Hermes $RMS (+0,78 %)
Hims & Hers $HIMS (+7,03 %)
Intuit $INTU (-0,28 %)
Intuitive Surgical $ISRG (-2,17 %)
Mastercard $MA (+0,14 %)
Microsoft $MSFT (+2,17 %)
Moody's $MCO (+0 %)
MSCI $MSCI (+1,01 %)
Palantir $PLTR (+0,76 %)
Robinhood $HOOD (-1,87 %)
Roblox $RBLX (+0,99 %)
Shopify $SHOP (+0,08 %)
Tesla $TSLA (-1,11 %)
The Trade Desk $TTD (+1,79 %)
Transdigm $TDG (-3,43 %)
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?

