1. I prefer a concentrated portfolio with high-conviction picks aiming for 12-15% annual growth to achieve a care-free retirement; 2. I recommend allocating $100,000 across 10 well-known equities with a mix of overweight and underweight positions based on current valuations and growth prospects; 3. Key picks include LVMH, Amazon, ASML, and Microsoft, each offering unique value propositions and potential for significant returns despite market challenges.
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