Airbnb $ABNB (+5,92%)
Amazon $AMZN (+2,84%)
Axon $AXON (+7,15%)
Cadence $CDNS (-0,59%)
Constellation Software $CSU (+3,48%)
Costco $COST (+0,75%)
Crowdstrike $CRWD (-0,41%)
Fair Isaac $FICO (+4,72%)
Ferrari $RACE (+0,02%)
Hermes $RMS (+1,17%)
Hims & Hers $HIMS (-0,48%)
Intuit $INTU (+3,91%)
Intuitive Surgical $ISRG (+0,16%)
Mastercard $MA (+2,43%)
Microsoft $MSFT (-0,08%)
Moody's $MCO (+0%)
MSCI $MSCI (+1,2%)
Palantir $PLTR (-2,11%)
Robinhood $HOOD (-4,96%)
Roblox $RBLX (+2,89%)
Shopify $SHOP (+6,38%)
Tesla $TSLA (-1,03%)
The Trade Desk $TTD (+0,22%)
Transdigm $TDG (+3,17%)
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?

