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You work in a wealth management firm in New York City as a financial planner. One of your clients asks you to build a one
You work in a wealth management firm in New York City as a financial planner. One of your clients asks you to build a onestock portfolio with a technology firm that has the greatest potential with AI at this time. The time horizon is over years. The client believes that selecting the right company could yield extraordinary returns. Please discuss how you handle this case.
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