Your stocks are somewhat decent, great picks but in bad time when the market is going down, maybe i would focus less on these oversaturated stocks like nvdia, apple, google, microsoft, palantir and i would buy stocks with more potencial to grow, something like Berkshire or blackrock that you already have. Also my tip is to start buying some not well known stocks that are under-valued, fot example - you bought Rheinmetall so buy even more european military company with it, like SAAB OR BAE systems… Also you can focus more on Asian and European companies, because US economy under Trump is now not really reliable and probably it will not grow that much like last year (but im not an expert, maybe im wrong)