Airbnb $ABNB (-3,65%)
Amazon $AMZN (-6,01%)
Axon $AXON (-2,74%)
Cadence $CDNS (-3,18%)
Constellation Software $CSU (-3,86%)
Costco $COST (-0,79%)
Crowdstrike $CRWD (-3,72%)
Fair Isaac $FICO (-3,62%)
Ferrari $RACE (-1,76%)
Hermes $RMS (-3,05%)
Hims & Hers $HIMS (-5,65%)
Intuit $INTU (-0,23%)
Intuitive Surgical $ISRG (-3,26%)
Mastercard $MA (-2,79%)
Microsoft $MSFT (-1,16%)
Moody's $MCO (-0%)
MSCI $MSCI (-3,83%)
Palantir $PLTR (-3,18%)
Robinhood $HOOD (-5,82%)
Roblox $RBLX
Shopify $SHOP (-6,5%)
Tesla $TSLA (-4,57%)
The Trade Desk $TTD (-5,24%)
Transdigm $TDG (-2,37%)
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?