Airbnb $ABNB (-0,13%)
Amazon $AMZN (+0,02%)
Axon $AXON (+0,48%)
Cadence $CDNS (-0,69%)
Constellation Software $CSU (+0,73%)
Costco $COST (+0,28%)
Crowdstrike $CRWD (+1,58%)
Fair Isaac $FICO (-0,23%)
Ferrari $RACE (-0,22%)
Hermes $RMS (-1,58%)
Hims & Hers $HIMS (-0,31%)
Intuit $INTU (+0,31%)
Intuitive Surgical $ISRG (+0,47%)
Mastercard $MA (+0,46%)
Microsoft $MSFT (+0,39%)
Moody's $MCO (+0%)
MSCI $MSCI (+0,29%)
Palantir $PLTR (+0,28%)
Robinhood $HOOD (-1,03%)
Roblox $RBLX (+0,22%)
Shopify $SHOP (+0,13%)
Tesla $TSLA (-0,47%)
The Trade Desk $TTD (+0,34%)
Transdigm $TDG (-0,19%)
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?

