Airbnb $ABNB (-0,24%)
Amazon $AMZN (-0,53%)
Axon $AXON (+0,03%)
Cadence $CDNS (-0,97%)
Constellation Software $CSU (-0,35%)
Costco $COST (+0,06%)
Crowdstrike $CRWD (-0,44%)
Fair Isaac $FICO (-0,1%)
Ferrari $RACE (+0,26%)
Hermes $RMS (+0,51%)
Hims & Hers $HIMS (-2,62%)
Intuit $INTU (+0,41%)
Intuitive Surgical $ISRG (-0,28%)
Mastercard $MA (+0,13%)
Microsoft $MSFT (-0,12%)
Moody's $MCO (+0%)
MSCI $MSCI (-0,75%)
Palantir $PLTR (-1,44%)
Robinhood $HOOD (-2,16%)
Roblox $RBLX
Shopify $SHOP (-0,91%)
Tesla $TSLA (-2,66%)
The Trade Desk $TTD (-0,49%)
Transdigm $TDG (-0,29%)
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?

