Airbnb $ABNB (-0,44%)
Amazon $AMZN (-0,7%)
Axon $AXON (-0,05%)
Cadence $CDNS (-1,08%)
Constellation Software $CSU (-0,47%)
Costco $COST (-0,28%)
Crowdstrike $CRWD (-0,42%)
Fair Isaac $FICO (-0,03%)
Ferrari $RACE (-0,57%)
Hermes $RMS (+0,95%)
Hims & Hers $HIMS (-1,42%)
Intuit $INTU (+0,21%)
Intuitive Surgical $ISRG (-0,12%)
Mastercard $MA (-0,24%)
Microsoft $MSFT (-0,29%)
Moody's $MCO (+0%)
MSCI $MSCI (-0,28%)
Palantir $PLTR (-1,08%)
Robinhood $HOOD (-1,24%)
Roblox $RBLX
Shopify $SHOP (-0,42%)
Tesla $TSLA (-1,85%)
The Trade Desk $TTD (-0,29%)
Transdigm $TDG (-0,35%)
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?

