Updated portfolio with new positions in $NBIS (+0,45%)
$ASTS (-0,49%)
$HIMS (+1,45%) and $NOVO B (+4,31%) . Closed $AAPL (+0,63%) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (+0,59%) , $AMZN (+0,49%) , $GOOG (+0,52%)
$MSFT (+0,51%) and $TSLA (-0,18%) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (+1,49%) 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.
