Updated portfolio with new positions in $NBIS (-5,16%)
$ASTS (-6,41%)
$HIMS (-0,99%) and $NOVO B (+0,67%) . Closed $AAPL (+1,02%) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (-3,77%) , $AMZN (-4,7%) , $GOOG (-3,1%)
$MSFT (-2,95%) and $TSLA (-2,88%) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (+2,61%) 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.
