I keep an unofficial[0] representative "Death By Amazon" google portfolio. current companies tracked, against AMZN:
KSS M DDS ZUMZ SSI JCP JWN ASNA BKS TUES BGFV FRAN BKE KIRK SMRT GCO FIVE SHLD BURL BBBY SPLS APRN
1yr (excluding dividends):
amzn + 42.90% (even excluding today still +39%)
deathByAmzn - 25% (today also up... hmmm).
For what its worth, AMZN isn't the whole story of retail. There's a PE story there too [1].
[0]: There's an official one out there if you google, but I disagree with some of it. I exclude Walmart because its a big enough competitor to survive, as an example. Also i don't have a desire to track 54 stocks for this purpose.
KSS M DDS ZUMZ SSI JCP JWN ASNA BKS TUES BGFV FRAN BKE KIRK SMRT GCO FIVE SHLD BURL BBBY SPLS APRN
1yr (excluding dividends): amzn + 42.90% (even excluding today still +39%) deathByAmzn - 25% (today also up... hmmm).
For what its worth, AMZN isn't the whole story of retail. There's a PE story there too [1].
[0]: There's an official one out there if you google, but I disagree with some of it. I exclude Walmart because its a big enough competitor to survive, as an example. Also i don't have a desire to track 54 stocks for this purpose.
[1]: http://www.cnbc.com/2017/05/05/its-more-than-amazon-why-reta...