Updated portfolio with new positions in $NBIS (+2,49%)
$ASTS (+1,44%)
$HIMS (+7,68%) and $NOVO B (+6,54%) . Closed $AAPL (-0,16%) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (+3,43%) , $AMZN (+0,77%) , $GOOG (+0,53%)
$MSFT (+0,55%) and $TSLA (+0,19%) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (+0,51%) as currently experienced a healty but significant pullback.
Big part of portfolio is now in nuclear stocks, as I have increased my position in $OKLO and opened a position in $SMR
What do you think would be the most compelling 10-15y holds missing here? Please argument as I am very interested in learning macrotrends I may have overlooked.
