Google Stock is Now the Largest Holding of My Portfolio

Table of Contents

• Business Development

  • Strong Overall Growth and Profitability

  • Accelerating Google Cloud Growth

• Valuation

• Holdings Disclosure

Business Development

Google (Alphabet) reported strong Q2 Earnings, beating analyst expectations and delivering outstanding cloud growth of 32%. At a forward P/E below 20 with consistent double-digit revenue growth, robust operating cash flow, and a strong balance sheet, Alphabet remains attractively priced even near record highs. My total investments in Google stock across all my portfolios have exceeded CA$150k, making it the largest holding ahead of BN and META. I plan to continue holding the stock for the long term, as almost all reported metrics are heading in the right direction.