Airbnb $ABNB (-3,24 %)
Amazon $AMZN (-1,4 %)
Axon $AXON (-3,73 %)
Cadence $CDNS (-1,76 %)
Constellation Software $CSU (-0,78 %)
Costco $COST (-1,06 %)
Crowdstrike $CRWD (-0,71 %)
Fair Isaac $FICO (-1,41 %)
Ferrari $RACE (+1,15 %)
Hermes $RMS (-1,51 %)
Hims & Hers $HIMS (+17,3 %)
Intuit $INTU (-2,37 %)
Intuitive Surgical $ISRG (-1,19 %)
Mastercard $MA (-1 %)
Microsoft $MSFT (-0,89 %)
Moody's $MCO (-0 %)
MSCI $MSCI (-1,44 %)
Palantir $PLTR (-7,67 %)
Robinhood $HOOD (+0,95 %)
Roblox $RBLX
Shopify $SHOP (-5,19 %)
Tesla $TSLA (-2,19 %)
The Trade Desk $TTD (-0,57 %)
Transdigm $TDG (-5,7 %)
Select a maximum of 8-10 positions from this list that have the best risk/reward ratio and are reasonably valued. Then there is a good chance of outperforming the S&P 500.
Your opinion?