Airbnb $ABNB (+1,61%)
Amazon $AMZN (+1,3%)
Axon $AXON (+2,89%)
Cadence $CDNS (+1,77%)
Constellation Software $CSU (+1,86%)
Costco $COST (+0,57%)
Crowdstrike $CRWD (+4,44%)
Fair Isaac $FICO (+3,44%)
Ferrari $RACE (+1,75%)
Hermes $RMS (+1,66%)
Hims & Hers $HIMS (+4,71%)
Intuit $INTU (+1,45%)
Intuitive Surgical $ISRG (+2,4%)
Mastercard $MA (+0,45%)
Microsoft $MSFT (+1,29%)
Moody's $MCO (-0%)
MSCI $MSCI (+2,24%)
Palantir $PLTR (+8,4%)
Robinhood $HOOD (+8,11%)
Roblox $RBLX
Shopify $SHOP (+4,2%)
Tesla $TSLA (+3,22%)
The Trade Desk $TTD (+0,11%)
Transdigm $TDG (+0,9%)
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?