Updated portfolio with new positions in $NBIS (-1,1%)
$ASTS (-3,21%)
$HIMS (-5%) and $NOVO B (+0,21%) . Closed $AAPL (-0,01%) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (-1,21%) , $AMZN (+0,97%) , $GOOG (+2,27%)
$MSFT (-0,67%) and $TSLA (-0,84%) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (-1,74%) as currently experienced a healty but significant pullback.
Big part of portfolio is now in nuclear stocks, as I have increased my position in $OKLO and opened a position in $SMR
What do you think would be the most compelling 10-15y holds missing here? Please argument as I am very interested in learning macrotrends I may have overlooked.
