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Just into my 30s, in the early 2000s, I bought my second ever home, for just shy of a million pounds on Hamilton Terrace, St John's Wood, in London. Never did I think it would rise above a million.
Similarly, never did I think back then I would see in two decades from then multi-trillion dollar companies in my portfolio.
Which companies are next in the next 12-24 months? (Table below in £).
Not Berkshire unless their largest holding Apple's AI bets pay off very soon.
Broadcom - chips - could well do it
Tesla - you just never know with them - they might invent time travel
Visa will need to jump onto some crypto craze to do it, else no
Advanced Micro, Qualcomm, Applied Materials - could do an nVidia
Oracle/Salesforce.com - they'll need to do 'a Microsoft' with AI
Adobe, Cisco, Intel, IBM and Accenture are AI plays but slow and stodgy to get to a trillion in that timeframe
All investing is risky. Disclosure of interest: I own some of the stocks in the image, and could exit at any time without notice.
Alpesh Patel OBE
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