For fun, I took a textbook (risk/return) approach with an efficient frontier analysis. This would make you buy these stocks
$AMZN (-0,24 %)
$AAPL (-0,01 %)
$MSFT (+2,76 %)
$GOOGL (-0,85 %)
$ORCL (+0,38 %) and $NVDA (+1,13 %)
Do not buy the following shares:
$TSLA (+1 %)
$NFLX (+1,45 %)
$UBER (-0,33 %) and with $META (+0,47 %) you can argue!
I also think conservative approaches are good to strengthen his thesis - I have Amazon, Alphabet and Nvidia in my portfolio :)
