Apple(AAPL) Seeking Alpha·2025-04-20 13:15Group 1 - The article discusses a shift from US-domiciled shares to European-based businesses, indicating a strategic rotation in investment focus [1] - The author emphasizes the importance of building a market-beating portfolio with strong capital appreciation and aggressive dividend growth, targeting blue-chip companies with competitive advantages [2] - The investment strategy is centered around free cash flow rather than just yield chasing, highlighting a focus on financial health and sustainability of dividends [2] Group 2 - The article mentions specific companies in which the author holds long positions, including MSFT, GOOGL, AMZN, VOO, ASML, and LVMHF, indicating a diversified investment approach [2] - The author is leveraging their role as a Financial Analyst at a Fortune 500 firm to inform their investment decisions, suggesting a professional background that supports their analysis [2]