Updated portfolio with new positions in $NBIS (+5,87%)
$ASTS (-5,92%)
$HIMS (+1,18%) and $NOVO B (+0,2%) . Closed $AAPL (+2,01%) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (+0,25%) , $AMZN (-1,75%) , $GOOG (-0,88%)
$MSFT (+0,19%) and $TSLA (-1,9%) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (+0,11%) 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.
