$ServiceNow(NOW)$ $Microsoft(MSFT)$ $Salesforce.com(CRM)$ $Visa(V)$ Earlier in the year, when AI disruption fears were running high, my portfolio was lagging the market. I kept buying at the lows while others were panicking. Now the gap has flipped — my returns are pulling ahead of the broader market, and the lead keeps widening. No leverage involved, and 95% is in common stocks.
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