Updated portfolio with new positions in $NBIS (-3,24 %)
$ASTS (-3,1 %)
$HIMS (-1,45 %) and $NOVO B (+0,41 %) . Closed $AAPL (+0,26 %) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (-2,99 %) , $AMZN (-0,37 %) , $GOOG (+0,24 %)
$MSFT (-0,68 %) and $TSLA (-0,29 %) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (+0,64 %) 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.
