Microsoft is a buy at $400 per share, with a 16.8% CAGR over 5 years based on 12.4% EPS growth and a 28x multiple, outperforming the market.

Now, after that, we have Microsoft. Microsoft is number eight. It's a $104,000 position. $50,000 of that being gains, and it's a 7% weighted position. For Microsoft to get that $10,000, I will need it to drop down to $400 per share from the $490 that it currently trades at.

After the last earnings report, Microsoft shot up around 25%. It went up like crazy. And before that, it was at $400 per share. So, if Microsoft simply gives up the gains of its last earnings report bump, then this will be the one that gets that $10,000.

We can assume a modest 12.4% EPS growth rate over the next 5 years. With that, I believe that Microsoft's appropriate EPS multiple quite high given the moat and the structure of the company, I think it should trade at a 28.

And with those assumptions, buying it at $400 per share gives us a compounded annual growth rate of 16.8% over the next 5 years, which I believe would soundly outperform the market.

After that, we have Microsoft. Microsoft is number eight. It's a $104,000 position. $50,000 of that being gains, and it's a 7% weighted position. For Microsoft to get that $10,000, I will need it to drop down to $400 per share from the $490 that it currently trades at.

After the last earnings report, Microsoft shot up around 25%. It went up like crazy. And before that, it was at $400 per share. So, if Microsoft simply gives up the gains of its last earnings report bump, then this will be the one that gets that $10,000.

We can assume a modest 12.4% EPS growth rate over the next 5 years. With that, I believe that Microsoft's appropriate EPS multiple quite high given the moat and the

For Microsoft to get that $10,000, I will need it to drop down to $400 per share from the $490 that it currently trades at.