Hi everyone,
I’m currently looking to strengthen my portfolio with a long-term position (5 to 7 years) and I’m torn between Google (GOOGL) and Amazon (AMZN).
I already have a solid foundation in my portfolio (about 88- 90% in VEQT ETF), and I want to use my remaining weight to pick one of these two tech giants. I’m an investor who values stability but is looking for that extra growth "boost" over the next decade.
My thoughts so far:
Google: I like their dominance in search and the massive potential of YouTube. However, I’m curious about how people feel regarding their AI integration (Gemini) compared to competitors.
Amazon: Their AWS margins are impressive and the retail side seems to be getting more efficient, but I wonder if the growth ceiling is closer than Google’s.
My setup: I trade on Wealthsimple and I’m planning to hold regardless of short-term volatility.
My question: For a 5-7 year hold, which one do you think offers the best risk/reward ratio right now? Should I favor Google’s advertising moat or Amazon’s cloud/logistics powerhouse?
Thanks for your insights!"