Airbnb $ABNB (-5,82%)
Amazon $AMZN (+0%)
Axon $AXON (-2,13%)
Cadence $CDNS (-4,11%)
Constellation Software $CSU (-4,19%)
Costco $COST (+0%)
Crowdstrike $CRWD (-5,7%)
Fair Isaac $FICO (+0%)
Ferrari $RACE (-2,98%)
Hermes $RMS (-3,51%)
Hims & Hers $HIMS (-7,12%)
Intuit $INTU (-0,27%)
Intuitive Surgical $ISRG (-2,41%)
Mastercard $MA (-3,47%)
Microsoft $MSFT (-2,62%)
Moody's $MCO (-0%)
MSCI $MSCI (-7,13%)
Palantir $PLTR (-1,3%)
Robinhood $HOOD (-7,26%)
Roblox $RBLX
Shopify $SHOP (-11,05%)
Tesla $TSLA (-3,59%)
The Trade Desk $TTD (-11,19%)
Transdigm $TDG (-4,34%)
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?