Airbnb $ABNB (+0,49%)
Amazon $AMZN (+0,58%)
Axon $AXON (+0,22%)
Cadence $CDNS (+1,42%)
Constellation Software $CSU (+0,09%)
Costco $COST (+0,63%)
Crowdstrike $CRWD (-1,09%)
Fair Isaac $FICO (+0,05%)
Ferrari $RACE (-0,27%)
Hermes $RMS (+1,55%)
Hims & Hers $HIMS (-0,35%)
Intuit $INTU (+1,26%)
Intuitive Surgical $ISRG (+0,48%)
Mastercard $MA (+0,79%)
Microsoft $MSFT (+1%)
Moody's $MCO (+0%)
MSCI $MSCI (-0,06%)
Palantir $PLTR (+1,15%)
Robinhood $HOOD (-1,03%)
Roblox $RBLX (+0,27%)
Shopify $SHOP (+0,01%)
Tesla $TSLA (-1,13%)
The Trade Desk $TTD (+0,17%)
Transdigm $TDG (-0,86%)
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?

