1. Diversification is key in Brad Thomas's portfolio, which includes a mix of REITs, BDCs, utilities, asset managers, preferreds, ETFs, and cash. 2. Alphabet is a strong buy despite regulatory challenges, with potential returns of 15-20% over the next 12 months. 3. ASML Holdings has a virtual monopoly in high-end photolithography systems, poised for significant growth despite geopolitical concerns. 4. LVMH Moet Hennessy Louis Vuitton offers robust diversification in luxury goods with strong growth prospects and recent buyback signaling confidence.