Updated portfolio with new positions in $NBIS (+4,43%)
$ASTS (-2,15%)
$HIMS (+8,82%) and $NOVO B (+3,18%) . Closed $AAPL (+2,14%) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (+3,19%) , $AMZN (+3,59%) , $GOOG (+3,76%)
$MSFT (+0,93%) and $TSLA (+6,14%) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (+1,37%) 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.
