Airbnb $ABNB (+0,34%)
Amazon $AMZN (-0,77%)
Axon $AXON (+3,18%)
Cadence $CDNS (-0,58%)
Constellation Software $CSU (+3,33%)
Costco $COST (+1,47%)
Crowdstrike $CRWD (+3,12%)
Fair Isaac $FICO (+2,24%)
Ferrari $RACE (+0,69%)
Hermes $RMS (+0,82%)
Hims & Hers $HIMS (+0,19%)
Intuit $INTU (+1,87%)
Intuitive Surgical $ISRG (-0,64%)
Mastercard $MA (+0,21%)
Microsoft $MSFT (+1,26%)
Moody's $MCO (+0%)
MSCI $MSCI (+0,16%)
Palantir $PLTR (+3,12%)
Robinhood $HOOD (+5,52%)
Roblox $RBLX (+4,48%)
Shopify $SHOP (+3,97%)
Tesla $TSLA (-0,39%)
The Trade Desk $TTD (-0,29%)
Transdigm $TDG (-0,29%)
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?

