Airbnb $ABNB (-1,25%)
Amazon $AMZN (-1,27%)
Axon $AXON (-0,86%)
Cadence $CDNS (+0,05%)
Constellation Software $CSU (+3,25%)
Costco $COST (-0,53%)
Crowdstrike $CRWD (-1,48%)
Fair Isaac $FICO (+3,69%)
Ferrari $RACE (-0,74%)
Hermes $RMS (+0,42%)
Hims & Hers $HIMS (-8,64%)
Intuit $INTU (-0,08%)
Intuitive Surgical $ISRG (+2,4%)
Mastercard $MA (+0,71%)
Microsoft $MSFT (-0,15%)
Moody's $MCO (+0%)
MSCI $MSCI (-0,34%)
Palantir $PLTR (-6,93%)
Robinhood $HOOD (+2%)
Roblox $RBLX
Shopify $SHOP (+6,58%)
Tesla $TSLA (-2,01%)
The Trade Desk $TTD (+0,74%)
Transdigm $TDG (+0,18%)
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?