Updated portfolio with new positions in $NBIS (-7,43 %)
$ASTS (-10,69 %)
$HIMS (-1,33 %) and $NOVO B (-0,2 %) . Closed $AAPL (-0,42 %) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (-3,26 %) , $AMZN (-2,35 %) , $GOOG (-3,34 %)
$MSFT (-0,32 %) and $TSLA (+1,52 %) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (+3,19 %) 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.
