Updated portfolio with new positions in $NBIS (-3,89 %)
$ASTS (-2,22 %)
$HIMS (+0,24 %) and $NOVO B (-1,68 %) . Closed $AAPL (+0,15 %) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (-0,66 %) , $AMZN (+0,39 %) , $GOOG (+0,44 %)
$MSFT (-0,47 %) and $TSLA (+2,24 %) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (+1,32 %) 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.
