Airbnb $ABNB (-0,43%)
Amazon $AMZN (-0,67%)
Axon $AXON (-0,43%)
Cadence $CDNS (-0,3%)
Constellation Software $CSU (+0,91%)
Costco $COST (-0,1%)
Crowdstrike $CRWD (+0,54%)
Fair Isaac $FICO (-1,07%)
Ferrari $RACE (-0,47%)
Hermes $RMS (+0,5%)
Hims & Hers $HIMS (-0,67%)
Intuit $INTU (-1,27%)
Intuitive Surgical $ISRG (-0,86%)
Mastercard $MA (-1,11%)
Microsoft $MSFT (-0,36%)
Moody's $MCO (+0%)
MSCI $MSCI (+0,1%)
Palantir $PLTR (-1,05%)
Robinhood $HOOD (-1,76%)
Roblox $RBLX (-0,47%)
Shopify $SHOP (-1,09%)
Tesla $TSLA (-0,82%)
The Trade Desk $TTD (-0,59%)
Transdigm $TDG (-0,85%)
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?

