Airbnb $ABNB (-1,63%)
Amazon $AMZN (-0,33%)
Axon $AXON (+0,52%)
Cadence $CDNS (-0,22%)
Constellation Software $CSU (-2,22%)
Costco $COST (+1,37%)
Crowdstrike $CRWD (+0,76%)
Fair Isaac $FICO (+4,62%)
Ferrari $RACE (+0%)
Hermes $RMS (-1,23%)
Hims & Hers $HIMS (+2,98%)
Intuit $INTU (+2,05%)
Intuitive Surgical $ISRG (-0,73%)
Mastercard $MA (+0,71%)
Microsoft $MSFT (-1,06%)
Moody's $MCO (+0%)
MSCI $MSCI (+3,04%)
Palantir $PLTR (-0,22%)
Robinhood $HOOD (-1,97%)
Roblox $RBLX (+0,82%)
Shopify $SHOP (-1,98%)
Tesla $TSLA (-0,31%)
The Trade Desk $TTD (+3,87%)
Transdigm $TDG (-0,07%)
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?

