Airbnb $ABNB (-0,72%)
Amazon $AMZN (+0,07%)
Axon $AXON (+0,26%)
Cadence $CDNS (+1%)
Constellation Software $CSU (+2,52%)
Costco $COST (-0,71%)
Crowdstrike $CRWD (-0,66%)
Fair Isaac $FICO (+3,81%)
Ferrari $RACE (-0,69%)
Hermes $RMS (+0,05%)
Hims & Hers $HIMS (+0,6%)
Intuit $INTU (+0,37%)
Intuitive Surgical $ISRG (+2,35%)
Mastercard $MA (+0,99%)
Microsoft $MSFT (+0,41%)
Moody's $MCO (+0%)
MSCI $MSCI (-0,79%)
Palantir $PLTR (-3,38%)
Robinhood $HOOD (+2,41%)
Roblox $RBLX
Shopify $SHOP (+4,9%)
Tesla $TSLA (-1,87%)
The Trade Desk $TTD (+0,02%)
Transdigm $TDG (-0,07%)
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?