Airbnb $ABNB (+0,23 %)
Amazon $AMZN (+4,45 %)
Axon $AXON (-0,54 %)
Cadence $CDNS (-0,39 %)
Constellation Software $CSU (-1,97 %)
Costco $COST (+1,89 %)
Crowdstrike $CRWD (+1,99 %)
Fair Isaac $FICO (+0,58 %)
Ferrari $RACE (-1,63 %)
Hermes $RMS (-1,07 %)
Hims & Hers $HIMS (+2,85 %)
Intuit $INTU (+2,23 %)
Intuitive Surgical $ISRG (+2,01 %)
Mastercard $MA (-0,43 %)
Microsoft $MSFT (+0,52 %)
Moody's $MCO (+0 %)
MSCI $MSCI (-0,59 %)
Palantir $PLTR (+4,6 %)
Robinhood $HOOD (+0,32 %)
Roblox $RBLX
Shopify $SHOP (+0,59 %)
Tesla $TSLA (+3,46 %)
The Trade Desk $TTD (-2,16 %)
Transdigm $TDG (-0,64 %)
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?

