Updated portfolio with new positions in $NBIS (-2,16%)
$ASTS (+0,4%)
$HIMS (-0,05%) and $NOVO B (-1,91%) . Closed $AAPL (+0,13%) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (-0,68%) , $AMZN (+0,54%) , $GOOG (+0,36%)
$MSFT (-0,62%) and $TSLA (+2,84%) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (+0,98%) 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.
