Airbnb $ABNB (-0,03%)
Amazon $AMZN (-0,51%)
Axon $AXON (-0,31%)
Cadence $CDNS (-0,7%)
Constellation Software $CSU (+0,09%)
Costco $COST (+0,21%)
Crowdstrike $CRWD (-0,1%)
Fair Isaac $FICO (-0,02%)
Ferrari $RACE (+1,22%)
Hermes $RMS (+0,62%)
Hims & Hers $HIMS (-0,12%)
Intuit $INTU (-0,23%)
Intuitive Surgical $ISRG (-1,48%)
Mastercard $MA (-0,78%)
Microsoft $MSFT (+0,22%)
Moody's $MCO (-0%)
MSCI $MSCI (-0,49%)
Palantir $PLTR (-0,22%)
Robinhood $HOOD (-0,4%)
Roblox $RBLX
Shopify $SHOP (+0,36%)
Tesla $TSLA (+0,09%)
The Trade Desk $TTD (-0,16%)
Transdigm $TDG (-0,3%)
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?