Updated portfolio with new positions in $NBIS (+1,34 %)
$ASTS (-0,49 %)
$HIMS (+1,69 %) and $NOVO B (+3,82 %) . Closed $AAPL (+0,69 %) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (+0,59 %) , $AMZN (+0,43 %) , $GOOG (+0,34 %)
$MSFT (+0,4 %) and $TSLA (+0,15 %) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (+0,81 %) 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.
