Updated portfolio with new positions in $NBIS (+3,43 %)
$ASTS (+2,74 %)
$HIMS (+2,13 %) and $NOVO B (+0,08 %) . Closed $AAPL (-2,77 %) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (+2,82 %) , $AMZN (+0,41 %) , $GOOG (-0,57 %)
$MSFT (+1,98 %) and $TSLA (-1,23 %) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (+0,51 %) 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.
