Airbnb $ABNB (+0,97%)
Amazon $AMZN (-1,16%)
Axon $AXON (+2,02%)
Cadence $CDNS (-0,89%)
Constellation Software $CSU (-3,16%)
Costco $COST (+0%)
Crowdstrike $CRWD (+0,72%)
Fair Isaac $FICO (-1,19%)
Ferrari $RACE (-4,49%)
Hermes $RMS (+0,76%)
Hims & Hers $HIMS (-0,14%)
Intuit $INTU (-4,63%)
Intuitive Surgical $ISRG (-2,25%)
Mastercard $MA (-3,68%)
Microsoft $MSFT (-1,22%)
Moody's $MCO (+0%)
MSCI $MSCI (+0,6%)
Palantir $PLTR (-0,05%)
Robinhood $HOOD (+2,4%)
Roblox $RBLX
Shopify $SHOP (+0,05%)
Tesla $TSLA (-0,14%)
The Trade Desk $TTD (+0,66%)
Transdigm $TDG (+0,83%)
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?

