Updated portfolio with new positions in $NBIS (-2,49%)
$ASTS (-2,8%)
$HIMS (-7,14%) and $NOVO B (+0,42%) . Closed $AAPL (+0,28%) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (+0,72%) , $AMZN (+3,53%) , $GOOG (+1,14%)
$MSFT (+0,86%) and $TSLA (-0,7%) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (+3,96%) 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.
