Airbnb $ABNB (-10,98%)
Amazon $AMZN (-10,47%)
Axon $AXON (-6,7%)
Cadence $CDNS (-9,51%)
Constellation Software $CSU (-8,35%)
Costco $COST (-4%)
Crowdstrike $CRWD (-8,52%)
Fair Isaac $FICO (-4,95%)
Ferrari $RACE (-6,36%)
Hermes $RMS (-4,93%)
Hims & Hers $HIMS (-14,16%)
Intuit $INTU (-8,17%)
Intuitive Surgical $ISRG (-11,2%)
Mastercard $MA (-7,97%)
Microsoft $MSFT (-7,89%)
Moody's $MCO (-0%)
MSCI $MSCI (-9,29%)
Palantir $PLTR (-10,31%)
Robinhood $HOOD (-13,23%)
Roblox $RBLX
Shopify $SHOP (-12,84%)
Tesla $TSLA (-14,62%)
The Trade Desk $TTD (-12,1%)
Transdigm $TDG (-6,58%)
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?