Amazon has had a steady climb up to the top holding of my portfolio, both by incremental purchases (of which, looking back, there were nearly not enough of) and by price appreciation. First added way back in February 2012, the original investment thesis of an undervalued amalgam of cloud computing, retail, streaming entertainment, and hardware/services has mostly proven true.
Here's my current portfolio (buy and hold). As always, I believe in all of these stocks - until I sell them.
Amazon (AMZN) 15.22%
Tesla (TSLA) 13.37%
Apple (AAPL) 12.57%
NVIDIA (NVDA) 12.30%
Alphabet (GOOGL) 6.81%
Facebook (FB) 5.12%
Intuitive Surgical (ISRG) 4.13%
Microsoft (MSFT) 2.94%
Adobe Systems (ADBE) 2.71%
Nike (NKE) 2.30%
Salesforce.com (CRM) 2.19%
Intel (INTC) 2.06%
Visa (V) 1.94%
UnitedHealth Group (UNH) 1.79%
BlackRock (BLK) 1.71%
Booking Holdings (BKNG) 1.65%
Starbucks (SBUX) 1.53%
Waste Management (WM) 1.53%
Chubb Limited (CB) 1.46%
Costco Wholesale (COST) 1.29%
Autodesk (ADSK) 0.96%
Activision Blizzard (ATVI) 0.59%
Comcast (CMCSA) 0.59%
American Water Works (AWK) 0.57%
Norfolk Southern (NSC) 0.47%
CSX (CSX) 0.47%
Aqua America (WTR) 0.47%
Union Pacific (UNP) 0.44%
Canadian National Railway (CNI) 0.43%
Kansas City Southern (KSU) 0.38%
