Airbnb $ABNB (-0,71%)
Amazon $AMZN (-1,11%)
Axon $AXON (-1,19%)
Cadence $CDNS (-0,67%)
Constellation Software $CSU (+0,65%)
Costco $COST (-0,76%)
Crowdstrike $CRWD (-0,94%)
Fair Isaac $FICO (-1,24%)
Ferrari $RACE (-0,06%)
Hermes $RMS (-0,21%)
Hims & Hers $HIMS (-1,67%)
Intuit $INTU (-1,41%)
Intuitive Surgical $ISRG (-0,93%)
Mastercard $MA (-1,06%)
Microsoft $MSFT (-0,67%)
Moody's $MCO (+0%)
MSCI $MSCI (-0,67%)
Palantir $PLTR (-1,73%)
Robinhood $HOOD (-2,52%)
Roblox $RBLX (-1,42%)
Shopify $SHOP (-1,42%)
Tesla $TSLA (-1,37%)
The Trade Desk $TTD (-0,92%)
Transdigm $TDG (-1,36%)
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?

