Airbnb $ABNB (-0,04%)
Amazon $AMZN (+0,1%)
Axon $AXON (+0,84%)
Cadence $CDNS (+0,6%)
Constellation Software $CSU (+0%)
Costco $COST (+1,47%)
Crowdstrike $CRWD (+1,73%)
Fair Isaac $FICO (+1,18%)
Ferrari $RACE (+1,12%)
Hermes $RMS (+0,84%)
Hims & Hers $HIMS (+8,65%)
Intuit $INTU (+1,56%)
Intuitive Surgical $ISRG (+0,41%)
Mastercard $MA (+0,04%)
Microsoft $MSFT (+0,27%)
Moody's $MCO (-0%)
MSCI $MSCI (-0,31%)
Palantir $PLTR (+0,57%)
Robinhood $HOOD (+1,03%)
Roblox $RBLX
Shopify $SHOP (+0,04%)
Tesla $TSLA (+2,05%)
The Trade Desk $TTD (-1,93%)
Transdigm $TDG (+1,45%)
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?