接下来是ASML，它仅次于标普全球。它排名第六。这是一个124,000美元的仓位，收益91,000美元。ASML是我最喜欢的股票之一。我真的很喜欢这家公司。他们做的事情太酷了。
但我必须设定买入目标价为1,200美元。如果我们看看数字如何运作，我们可以为ASML假设非常温和的假设。每股收益增长率为12.5%。我会给它30倍的市盈率。当我们看到，在1,200美元的买入价时，我们获得15.2%的回报。
所以，我相信在这些假设下，在1,200美元时，股票基本上会在未来5年翻倍。
Next we get to ASML, which is just behind S&P Global. It's holding number six. It's a $124,000 position with $91,000 in gains. ASML is one of my favorite stocks ever. I really love this company. It's so cool what they're doing. But I have to set a buyin target at $1,200. If we look at how the numbers play out here, we can assume very moderate assumptions for ASML. The earnings per share growth rate of 12.5%. I'd put a PE multiple of 30 on it. When we look at that, at a $1,200 buyin price, we get a 15.2% return. So, I believe with these assumptions, at $1,200, the stock would essentially double over the next 5 years.
但我必须设定买入目标价为1,200美元。如果我们看看数字如何运作，我们可以为ASML假设非常温和的假设。每股收益增长率为12.5%。我会给它30倍的市盈率。当我们看到，在1,200美元的买入价时，我们获得15.2%的回报。
所以，我相信在这些假设下，在1,200美元时，股票基本上会在未来5年翻倍。
But I have to set a buyin target at $1,200. If we look at how the numbers play out here, we can assume very moderate assumptions for ASML. The earnings per share growth rate of 12.5%. I'd put a PE multiple of 30 on it. When we look at that, at a $1,200 buyin price, we get a 15.2% return. So, I believe with these assumptions, at $1,200, the stock would essentially double over the next 5 years.
我曾在ASML接近每股2,000美元时减持，并将那部分额外现金投入其他资产，到目前为止获得了更高的回报。
I had trimmed ASML towards $2,000 per share and put that additional cash and it's earned a higher return so far.