Airbnb $ABNB (-0,11 %)
Amazon $AMZN (-0,15 %)
Axon $AXON (+0,56 %)
Cadence $CDNS (-0,15 %)
Constellation Software $CSU (-0,09 %)
Costco $COST (-0,1 %)
Crowdstrike $CRWD (-0,11 %)
Fair Isaac $FICO (+0,39 %)
Ferrari $RACE (+0,44 %)
Hermes $RMS (+0,67 %)
Hims & Hers $HIMS (-3,54 %)
Intuit $INTU (-0,1 %)
Intuitive Surgical $ISRG (-0,26 %)
Mastercard $MA (-0,29 %)
Microsoft $MSFT (+0 %)
Moody's $MCO (+0 %)
MSCI $MSCI (+0,02 %)
Palantir $PLTR (-0,7 %)
Robinhood $HOOD (-0,31 %)
Roblox $RBLX (-0,22 %)
Shopify $SHOP (-0,21 %)
Tesla $TSLA (-0,11 %)
The Trade Desk $TTD (+0,43 %)
Transdigm $TDG (+0 %)
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?

