Airbnb $ABNB (+7,36%)
Amazon $AMZN (+9,11%)
Axon $AXON (+2,67%)
Cadence $CDNS (+3,28%)
Constellation Software $CSU (+0,84%)
Costco $COST (+1,78%)
Crowdstrike $CRWD (+5,58%)
Fair Isaac $FICO (+3,13%)
Ferrari $RACE (+0,94%)
Hermes $RMS (+3,93%)
Hims & Hers $HIMS (+8,07%)
Intuit $INTU (+2,02%)
Intuitive Surgical $ISRG (+5,81%)
Mastercard $MA (+2,65%)
Microsoft $MSFT (+3,48%)
Moody's $MCO (-0%)
MSCI $MSCI (+3,41%)
Palantir $PLTR (+2,14%)
Robinhood $HOOD (+6,58%)
Roblox $RBLX
Shopify $SHOP (+15,85%)
Tesla $TSLA (+7,44%)
The Trade Desk $TTD (+13,89%)
Transdigm $TDG (+4,48%)
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?