Airbnb $ABNB (+1,51%)
Amazon $AMZN (+1,47%)
Axon $AXON (+1,4%)
Cadence $CDNS (+0,9%)
Constellation Software $CSU (+0,24%)
Costco $COST (-1,02%)
Crowdstrike $CRWD (+1,69%)
Fair Isaac $FICO (-3,97%)
Ferrari $RACE (-0,67%)
Hermes $RMS (-1,21%)
Hims & Hers $HIMS (+7,8%)
Intuit $INTU (+1,11%)
Intuitive Surgical $ISRG (+1,61%)
Mastercard $MA (-1,11%)
Microsoft $MSFT (-0,12%)
Moody's $MCO
MSCI $MSCI (-0,53%)
Palantir $PLTR (+1,36%)
Robinhood $HOOD (+0,16%)
Roblox $RBLX
Shopify $SHOP (-2,8%)
Tesla $TSLA (-0,05%)
The Trade Desk $TTD (-3,06%)
Transdigm $TDG (+1,16%)
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?