When I first started investing a few years ago I bought shares in Amazon and Berkshire B. I later moved to a index funds strategy with regular automatic investments. AMZN and BRK.B still account for 50% of my portfolio. Would a prudent disciplined investor divest and move everything to the index funds?

Posting as :
works at
You are currently posting as works at

Just follow standard portfolio allocation theory: 50% on SPY puts, 30% on highly leveraged Mongolian credit default swaps, 10% on blackjack and the remaining 10% on gift certificate.


Mongolian default swaps. I’m dead 😂


Yes, I’d diversify. Hindsight is always 20/20 but looking forward, things won’t be so clear. Better to bet on the overall US economy than (1) Amazon can continue its successes, or (2) Buffett can keep up with his magic.


50% in individual stocks is too much for me, but it’s all about investor preference

How much time do you have? Do you have any major bills or things you want to pay for in the next 2 years?

Diversify in this conditions. Direct equity is too high risk for me. I’d go with bonds and safe dividends

Risk reward. Your higher level of risk being overweight those two equities could generate better returns than the index funds. But neither are really growth companies so I feel like distributing funds across some other blue chips might be a good play to reduce risk. I’d put that as a more middle of the road approach than just straight up buying SPY

I agree D2 and Pwc1, individual stocks feel risky. I think my investment in them is about 10-15% but given the benefit of time they have grown disproportionately. And now there are tax implications of selling them.

No prudent investors look for a small amount of great companies, follow them, and invest in them. Diversification is trash, Mark Cuban has 1/4 of his net worth in AMZN, we all know Buffet loves Coca-Cola, any great investor and business person finds something they love and makes a big splash. AMZN looks great. To back it up here's what I'm in and will continue to buy weekly: FL, DKNG, BETZ, PINS, ELY. Looking to add TWTR and MGM if the market pulls back again

Does DKNG have a lot more upside?

Those are two great stocks you picked so good job. I would not touch them just add to the index. Don't incur any cap gains. Plus no dividend taxes for those stocks. Just let them do their thing and ignore them

Additional Posts

The lions are about to hire the D coordinator from the Patriots who just lost to the D coordinator of the Eagles who the lions fired a few years ago 🤦🏼‍♀️🤦🏼‍♀️🤦🏼‍♀️ I will never see lions SB 🙁


I’m so confused about if business travel is really going to be frequent this fall due to the COVID cases rising….


Any 🐠s gonna be connecting through ORD? Goose Island meet up? 👨🏼👨🏿


Really would like to start trying for a baby end of next year with my husband and have the conversation now but so anxious just in case he isn’t ready... I want the timing to good for both of us


Deloitte partner wants to chat with me about a role- basically interview. What may this entail? And how do I handle the conversation? Thanks


Starting at McK (NA) next month and my training just moved from in-person to virtual - are you all seeing a decline in business travel because of covid concerns? I'd heard that a lot of teams had started to travel over the past few months


I think I want to have a baby soon and husband is onboard .. might start trying by year end BUT I’m worried about career progression and I worry how we will manage everything. We both work in finance and busy season is tough. My parents are around so they can help but just looking for advice from super moms on how they manage it all


Is Uber at ORD okay now? Several months back when I took Uber from ORD I waited for 20 minutes because of traffic in parking lot. Trying to decide to fly to MDW or ORD


Technology consultant / cyber manager at EY; living in the Bay Area. What’s your current comp and what’s your forecasted expectation? 155k here; expectation is 175 {12% raise}


I remember in undergrad my law professor told us not to go to law school, we’d regret it.....


What is your firms PTO policy?

What's the best way to get backing into consulting after getting laid off due to downsizing?

Altman Solon: what is typical comp / level for an experienced hire with 3 yoe? I’d like to understand pay and progression to see if I should engage with the recruiter. Thanks.


For those who have switched big 4 firms, what was your reason?

Since Covid happened, I keep seeing posts about people working longer hours from home than at office. Well has anyone actually achieved the opposite, which is working less hours? You save time on commuting, meaningless meetings, coffee breaks, random questions from coworkers, etc. This question doesn’t apply to parents with young kids.


I've made it to the case interview stage with Accenture Strategy Middle East for tech strategy. Does anyone have experience or insight with what to expect? I.e. is it likely to be more high level strategy case (market segmentation, P&L, M&A etc) or along the lines of tech cases (implementation, roadmapping, tech alignment to business)?


Are there any agencies in Boston that have pharma/healthcare accounts?


Anyone know what kind of compensation a friend should expect as a Technology Analyst fresh out of college in a Canadian office Big 4?


I was unemployed 6 months. Now I’m turning down interviews because there’s so much interest. Clients and publishers are throwing wads of $$$ at me. If you’re struggling, keep going. There’s hope!


Cold calling throughout pandemic. Thoughts? Tips? Creative ideas?


New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
Download Fishbowl to see what others are saying
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here


Embed this post

Copy and paste embed code on your site


Download the Fishbowl app

Get realtime notifications and see
what's happening in your industry
from the palm of your hand.