Updated portfolio with new positions in $NBIS (-2,59 %)
$ASTS (-0,2 %)
$HIMS (+0,36 %) and $NOVO B (-1,69 %) . Closed $AAPL (+0,1 %) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (-0,82 %) , $AMZN (+0,62 %) , $GOOG (+0,38 %)
$MSFT (-0,57 %) and $TSLA (+2,76 %) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (+1,41 %) 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.
