AMZN (AMAZON.COM INC)

E-Commerce/Products, Internet, Communications


Portfolios holding AMZN - sorted by percentage allocation

The Russell 1000 Consumer Discretionary Managed Portfolio invests in stocks of companies that provide goods and services that consumers purchase on a discretionary basis.

Strategy
Index Tracker

This portfolio is new to IBKR Asset Management and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-
Performance
Risk score
Fees
  • 0.2% fee
  • $5,000 min

Our long-term value portfolio invests in the firms that have the competitive advantage in their market segments with the potential to grow for the long term. We hold most of our equities for the long term as long as they are reasonably valued and have ample margin of safety. We focus on capital preservation and consistently look for growth opportunities.

Strategy
Stocks
Sharpe ratio
0.97 365 days
Performance
23.1% 365 days
Risk score
Fees
  • 0.5% fee
  • $20,000 min

Sparrow Unconstrained Long/Short Strategy invests across market sectors, industries, and market capitalization ranges. The Sparrow Unconstrained Long/Short Strategy objective is to provide the most efficient risk/reward outcome over time.

Strategy
Stocks
Sharpe ratio
2.68 365 days
Performance
56.0% 365 days
Risk score
Fees
  • 1% fee
  • $50,000 min

Hinde Group invests in publicly-traded securities using a value-oriented approach. The firm’s primary focus is on U.S.-listed equities. Through rigorous primary research, Hinde Group identifies securities that are materially mispriced as a result of being misunderstood, underappreciated or out-of-favor. Hinde Group invests with a 5-year time horizon and aims to achieve returns above passive equity alternatives while minimizing the probability and severity of return outcomes below the returns of treasury bills.

Strategy
Stocks
Sharpe ratio
1.29 365 days
Performance
23.6% 365 days
Risk score
Fees
  • 1.5% fee
  • $55,000 min

Studies quarterly and annual reports, looking for companies that have demonstrated the ability to grow sales, earnings, cash flows and book values consistently over multiple economic cycles. Long only and buys across all capitalizations.

Strategy
Stocks
Sharpe ratio
1.36 365 days
Performance
23.4% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 min


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Portfolios in the same sector - sorted by percentage allocation

The Undervalued Opportunities investment strategy is suited for investors who are seeking concentrated exposure to securities. The strategy will seek both investment in securities and short selling. Through active management the strategy strives to beat the annualized returns of the S&P 500 over a long period of time.

Strategy
Stocks
Sharpe ratio
0.33 365 days
Performance
11.8% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min

The Russell 1000 Technology Managed Portfolio includes stocks of companies that serve the electronics and computer industries or that manufacture products based on the latest applied science.

Strategy
Index Tracker

This portfolio is new to IBKR Asset Management and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-
Performance
Risk score
Fees
  • 0.2% fee
  • $5,000 min

Value and Growth are joined at the hip – Warren Buffett. The goal of the Guru Value Growth strategy is to achieve consistent returns, exceeding market performance in up markets and limiting losses in down markets. The strategy is to select stocks that have strong fundamentals with durable competitive advantages, and enter into positions when the markets provide an opportunity to acquire at favorable prices. Additionally, the equity should have strong growth prospects and outlook for increasing shareholder value at the current time or in the near term. The overall philosophy is to buy stocks and hold them over a period of time allowing the stocks to reflect their true value potential.

Strategy
Stocks
Sharpe ratio
1.27 365 days
Performance
18.6% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

Mott Capital Management uses a long-term thematic growth approach to investing in equities. We search for investments that both reflect and help to shape generational and demographic shifts. Mott uses a philosophy of buying these companies for a 3- to 5-year time horizon, with the belief that a long-term holding period gives themes and our chosen companies a chance to fully develop. In our view, the long time horizon also serves to mitigate the risk associated with the short-term impact of market volatility.

Strategy
Stocks
Sharpe ratio
0.35 365 days
Performance
6.8% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min

Buying a dollar for half of its value.

Strategy
Stocks
Sharpe ratio
1.19 365 days
Performance
17.7% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min



Important Information

  1. Past performance is no guarantee of future results.
  2. Periodic and since and the corresponding spark chart is calculated to the most recent month end date.
  3. Benchmark returns have been calculated by IBKR Asset Management using a time-weighted calculation of daily index valuations.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified.