Updated portfolio with new positions in $NBIS (-3,79%)
$ASTS (-2,86%)
$HIMS (-2,09%) and $NOVO B (-0,55%) . Closed $AAPL (+0,13%) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (-4,52%) , $AMZN (+0,09%) , $GOOG (+0,66%)
$MSFT (+0,35%) and $TSLA (-0,81%) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (+0,79%) 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 (-2,59%) 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.
