Updated portfolio with new positions in $NBIS (-0,31 %)
$ASTS (+0,29 %)
$HIMS (+4,34 %) and $NOVO B (+6,81 %) . Closed $AAPL (-0,06 %) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (+2,34 %) , $AMZN (+0,09 %) , $GOOG (+1,52 %)
$MSFT (+0,45 %) and $TSLA (+1,14 %) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (+0,73 %) 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.
