Updated portfolio with new positions in $NBIS (+1,58 %)
$ASTS (+0,54 %)
$HIMS (+1,21 %) and $NOVO B (-0,18 %) . Closed $AAPL (-0,73 %) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (+0,89 %) , $AMZN (+0,79 %) , $GOOG (+0,23 %)
$MSFT (-0,3 %) and $TSLA (+0,54 %) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (-0,57 %) 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.
