Airbnb $ABNB (-0,68%)
Amazon $AMZN (+1,02%)
Axon $AXON (+1,94%)
Cadence $CDNS (+2,04%)
Constellation Software $CSU (+0,99%)
Costco $COST (-0,49%)
Crowdstrike $CRWD (+4,14%)
Fair Isaac $FICO (+2,58%)
Ferrari $RACE (+2,13%)
Hermes $RMS (-0,05%)
Hims & Hers $HIMS (+2,06%)
Intuit $INTU (-0,48%)
Intuitive Surgical $ISRG (+4,41%)
Mastercard $MA (-0,01%)
Microsoft $MSFT (-0,03%)
Moody's $MCO (+0%)
MSCI $MSCI (+1,18%)
Palantir $PLTR (+2,84%)
Robinhood $HOOD (+5,45%)
Roblox $RBLX
Shopify $SHOP (+2,85%)
Tesla $TSLA (+1,82%)
The Trade Desk $TTD (+0,26%)
Transdigm $TDG (+2,67%)
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?

