Updated portfolio with new positions in $NBIS (+9,49%)
$ASTS (+2,82%)
$HIMS (+1,27%) and $NOVO B (+0,13%) . Closed $AAPL (+1,23%) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (+2,31%) , $AMZN (+1,56%) , $GOOG (+1,83%)
$MSFT (+0,63%) and $TSLA (-3,07%) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (+0,54%) 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.
