Airbnb $ABNB (-0,62%)
Amazon $AMZN (-0,55%)
Axon $AXON (-0,12%)
Cadence $CDNS (-0,68%)
Constellation Software $CSU (+1,8%)
Costco $COST (-0,95%)
Crowdstrike $CRWD (+0,15%)
Fair Isaac $FICO (+1,97%)
Ferrari $RACE (-1,54%)
Hermes $RMS (-0,29%)
Hims & Hers $HIMS (+2,68%)
Intuit $INTU (+0,34%)
Intuitive Surgical $ISRG (+0,44%)
Mastercard $MA (-0,68%)
Microsoft $MSFT (-1,1%)
Moody's $MCO (+0%)
MSCI $MSCI (-2,13%)
Palantir $PLTR (-2,59%)
Robinhood $HOOD (+3,08%)
Roblox $RBLX
Shopify $SHOP (-2,64%)
Tesla $TSLA (-1,98%)
The Trade Desk $TTD (+2,02%)
Transdigm $TDG (-2,27%)
Select a maximum of 8-10 positions from this list that have the best risk/reward ratio and are reasonably valued. Then there is a good chance of outperforming the S&P 500.
Your opinion?