S&P 500 ^GSPC
Amazon AMZN
Nvidia NVDA
Alphabet GOOG
Microsoft MSFT
Apple AAPL
Tesla TSLA

For me, ETFs and cash. Possibly a few stocks that are at interesting prices.

Would you have any recommendations for specific titles?

As far as the stock is concerned, I find $MC.PAa+1.2% $CEZ.PR+0.7% at an interesting price.


Polish Orlen, reit

I really like Orlen both in business and as a stock, it's definitely one of my favorites.

Probably outside of the S&P500 the theory is that growth in a rate decline will be stretched by smaller companies and so the Russell 2000 is offered. Well I specifically picked $MRNA-5.4% 🤞

Thank you for the recommendation!