Updated portfolio with new positions in $NBIS (-1,34 %)
$ASTS (-2,76 %)
$HIMS (+6,93 %) and $NOVO B (+1,03 %) . Closed $AAPL (-0,02 %) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (+1,3 %) , $AMZN (+1,62 %) , $GOOG (+2,14 %)
$MSFT (-0,2 %) and $TSLA (-1 %) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (-2,41 %) 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.
