Airbnb $ABNB (+3,53%)
Amazon $AMZN (+3,59%)
Axon $AXON (+2,02%)
Cadence $CDNS (+0,12%)
Constellation Software $CSU (+0,08%)
Costco $COST (+0,7%)
Crowdstrike $CRWD (+2,04%)
Fair Isaac $FICO (+0,63%)
Ferrari $RACE (+0,93%)
Hermes $RMS (-0,04%)
Hims & Hers $HIMS (+8,82%)
Intuit $INTU (+0,96%)
Intuitive Surgical $ISRG (+0,24%)
Mastercard $MA (+1,49%)
Microsoft $MSFT (+0,93%)
Moody's $MCO (+0%)
MSCI $MSCI (+1,28%)
Palantir $PLTR (+7,48%)
Robinhood $HOOD (+5,09%)
Roblox $RBLX
Shopify $SHOP (+7%)
Tesla $TSLA (+6,14%)
The Trade Desk $TTD (+1,16%)
Transdigm $TDG (+1,94%)
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?