Q: Same question with some US names:
If YOU were a growth-focused investor building your portfolio, what would be the MAX weight (%) YOU would give to the following US names without losing sleep at night? As always, the portfolio is for long term buy and hold with a 5-10 year time frame.
MA
NVDA
GOOGLE
Microsoft
Mercardolibre
BRK.B
Thank you very much for your service. I have done well using your advice.

Q: Hello,

Given the anticipated AI growth could you provide some names of companies with the largest short to long term growth potential in the following categories:

1. Chip Design
2. Data Processing
3. Business Application Design
4. Data Centers
5. Power Supply (for the Data Centers)

Thank you!

Q: I am currently doing my quarterly rebalancing of my portfolio. I need to up my US equity holdings. My current US holdings are AAPL, BRK.B,XOM, JPM, MSFT, MCD, V. What are your favorite long term US holdings right now ?