Amazon is a buy at $200 per share, with conservative assumptions of 16.1% EPS growth over 5 years and a 27x multiple, yielding a 19.3% compounded return and 2.4x money.

Amazon, which is also a very big position. Now, when we look at these top three positions, I just want to show you how close together they are. Google's 13.8%, Mastercard's 13.3, and Amazon's 12.8.

So they're almost evenly weighted and then whatever direction they trade, whatever one has a good week or a good month, that one will leaprog to the top place position. So far, Google has held its own for quite some time, but Amazon has been working its way up more recently.

Amazon is a $191,000 position, $67,000 of that being gains. Now, when I look at Amazon, the buyin target for this one is at $200 per share. If Amazon reaches $200 first, then this company's getting the $10,000.

If Amazon reaches $200 first, then this company's getting the $10,000. And when we look at the assumptions that I believe are somewhat conservative. We have Amazon over the next 5 years growing at 16.1% earnings per share.

That's fast earnings per share growth. But remember this is Amazon. They've grown their EPS much faster. They have a tremendous amount of operating leverage. I believe they're in more of a growth stage than the other companies that were considering care.

I believe that the appropriate EPS multiple for company growing this fast and EPS this fast is around 27. And then when we look at that with the buyin price at $200, we'd get a 19.3% compounded rate of growth over the next five years.

If this scenario plays out, if Amazon really traded down to $200 per share and I put $10,000 in with these assumptions, that money would around 2.4x over the next 5 years. So, it would be amongst one of the best returns possible.