[gwintrob]

Amazon. E-commerce is still < 10% of retail in the US, so the core business has tons of potential. Then start thinking about opportunities like AWS, etc...

[pen2l]

How many shares did you buy, if you don't mind me asking?

[buzzdenver]

How is that relevant ?

[nodesocket]

Agree, I'm ok listing companies I own (see above), but how many shares and how much value is nobody's business.

[sketchthat]

It might not be anyones business, but it also shows the faith or future you see in the company.

Higher the amount of shares then the more you see their upside. The lower the number, the more they have downside.

Not asking to see how many shares OP owns, but can see it's relevance.

[nodesocket]

The amount of shares and value is all relative and has no bearing on "the faith or future you see in the company". Somebody investing $1,000 in Apple who only has $1,000 to invest is the same as somebody investing 10M who has 10M to invest.

I believe the real question you're looking for, is what percent of your portfolio is each of your companies.

[philsnow]

> Somebody investing $1,000 in Apple who only has $1,000 to invest is the same as somebody investing 10M who has 10M to invest.

It's really not. You can't really meaningfully diversify with a portfolio of $1k, but you sure can with $10M.

It makes more sense for the $1k investor to pick one stock they feel good about it and hope to get 10-20% or more return on that, rather than for that $1k investor to try to find ten funds / stocks that balance his exposure.

For the $10M investor, it's financially irresponsible to allocate your entire portfolio to tech. _It very probably will pay off very well_, but there's a significant chance you'll lose several million.