Updated portfolio with new positions in $NBIS (+4,43 %)
$ASTS (-2,15 %)
$HIMS (+8,82 %) and $NOVO B (+3,18 %) . Closed $AAPL (+2,14 %) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (+3,19 %) , $AMZN (+3,59 %) , $GOOG (+3,76 %)
$MSFT (+0,93 %) and $TSLA (+6,14 %) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (+1,37 %) 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.
