Updated portfolio with new positions in $NBIS (-8,87%)
$ASTS (-5,8%)
$HIMS (-1,38%) and $NOVO B (+0,86%) . Closed $AAPL (+1,43%) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (-4,41%) , $AMZN (-4,39%) , $GOOG (-2,93%)
$MSFT (-1,94%) and $TSLA (-3,55%) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (+2,96%) 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.
