Updated portfolio with new positions in $NBIS (-1,62 %)
$ASTS (+0 %)
$HIMS (-0,78 %) and $NOVO B (-0,11 %) . Closed $AAPL (-0,28 %) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (-0,85 %) , $AMZN (-0,21 %) , $GOOG (-0,96 %)
$MSFT (-0,16 %) and $TSLA (-0,68 %) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (+0,06 %) 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.
