Updated portfolio with new positions in $NBIS (+0%)
$ASTS (+0,28%)
$HIMS (+0,15%) and $NOVO B (-2,31%) . Closed $AAPL (-0,66%) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (-3,33%) , $AMZN (-1,95%) , $GOOG (+0,47%)
$MSFT (-3,17%) and $TSLA (+2,79%) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (-2,68%) 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.
