
3 Stocks I'd Build My Entire Portfolio Around
Seeking Alpha
公開日時: Sep 20, 2026, 08:30 PM GMT+9
Sentiment Analysis
Union Pacific, Brookfield Corp., and Amazon.com, Inc. form a robust foundation for a Buffett-like, diversified portfolio built for long-term growth. UNP offers a near-irreplicable rail network, cyclical exposure to the U.S. economy, and a 20-year dividend growth streak, with potential upside from the Norfolk Southern merger. BN provides unmatched diversification, targeting 20% annual distributable EPS growth, trading at just 6x 2030 expectations, and benefits from asset-light subsidiaries like BAM. AMZN balances massive AI/data center CapEx with surging AWS demand, targeting $150B free cash flow by 2030, and could deliver nearly 60% stock price upside if execution remains strong.
One of my favorite exercises in investing is asking myself the question: What would I own if I had to start over? It’s an interesting question that helps me assess everything I own. Would I buy it
Source: Seeking Alpha
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