If you could only hold 3 stocks for 20 years

Investing and Markets 📈
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Saw a post, interested to what you lot think here. If you could only hold 3 stocks for 20 years, which would they be?

V, TSLA, DIS…

And SXX obvs

ETFs are cheating

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SXX, SNAP, LLOYDS for me, I really believe all three has huge potential.

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I’m big on TSLA aswell, I’ll wait for the next correction and hopefully buy in a bit cheaper than it is now.

NIKE is another one for me, huge growth potential as technology is just starting to creep into clothing.

I did say as a safe bet MCDS but I’ve revised that to CRSP. It’s only going to take one drug to cure a major disease or health issue and it’ll be a game changer for these companies. Also with the advances in understanding genetics and what the future of medicine is looking like I reckon that could be a play in the coming years.

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I’m with you on DIS, I would go with long established companies that have already got a record growth over the last 20 years, that would rule out flavor of the month type stocks. I’d consider TSLA and SNAP too risky, who knows where they’ll be in 20 year? maybe massive but possibly in MySpace land. I would consider something like Astrazeneca that has had years of steady growth and also decent history of paying dividends. Coca Cola is another one that will no doubt still be selling sugary drinks to kids 20 years from now

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What potential do you see for Lloyds? Keeping their value should be doable as they are primarily a domestic mortgage lender to my understanding, but growth potential? Where? Unless they go full global, but that has other challenges. Look at Barclays for example.

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I like this question. Forces you to zoom out and focus on a company’s strategy and how the world will change rather than how good a company is at executing to capture already obvious opportunities.

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I don’t think there are any stocks i’d plan to hold for 20 years. Consumers are fickle

ETFs for long term but stocks I’d have to re-evaluate every couple of years

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100% this. If I’m being locked in for 20 years, I’m going to track the market rather than risk everything on just three companies.

99.9% of the time you’re going to get it wrong. Who, 20 years ago, would’ve gone all-in on Apple and Amazon?

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but for the purpose of this unlikely hypothetical scenario, ETFs are cheating!

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McDonalds, Disney and Sirius minerals.

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Lloyds, Nuformix and Sirius -cant go wrong.

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What is the link to 9/11?

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I think I’d go with KO, MCD & AAPL.

I can’t see Coca Cola & McDonalds going anywhere for a very, veeery long time. They’re so good at what they do that they’ll adapt at whatever is thrown at them.

Sugar in drinks banned? They’ll go all in on their sugar free drinks. Carbonated beverages banned? They’ll sell more juices, water and tea’s.

Same with McDonalds, they react to consumers and trends so well. As seen by their gradual move into healthier/less processed food over the past couple of decades.

As for Apple - the iPhone is the key to the their medium term success (until the next big thing). If the iPhone only reacted to competitors, their brand alone would still give them the sales they need to be enormously profitable. And I believe they’re smart enough with R&D to be working on the next consumer electronics movers.

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Apple, Alphabet, and Tesla. If I am allowed to replace Tesla with SMT I would do that!

I agree with the Coca Cola/McDonald’s vibe too, but for long term growth I’m particularly interested in how Alphabet and Apple in particular deploy their cash piles (I also think they are well protected for when this business cycle does eventually end so I see them as particularly safe investments).

It’s clear why I would choose Tesla.

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What would you invest in today?

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I would say McDonald’s and Coca Cola as well, I’m holding both. In my opinion these are two of the best long term bets. Other ‘boring’ and established, dividend paying companies with global brands will probably still be doing fine then, i.e. 3M, Johnson & Johnson.

For tech, I would go for Microsoft as they’re integral to business at the moment, more so than Alphabet. However, software companies can be overtaken much more quickly than brands and companies with physical products.

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  • Reckitt Benckiser - Neurofen, Durex, Gaviscon, Dettol, AirWick, Strepsil

  • Diageo - Alcohol, recession or no recession we’ll find a way to booze. I’d love a pint of Guinness right now while I’m typing this :smile:

  • Uber - Future of transportation e.g. driverless cabs

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All the ingredients for a good weekend in that post :grin:

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Nothing like an Airwick party

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  1. Facebook - with its payment system it will be huge, just look what WeChat and AliPay means for China
    Dominant position in social media: Fb, Instagram, WhatsApp, Messenger
    Oculus - VR
  2. Apple - it is the time for monetising huge user base with services. Apple is ideally placed to be the aggregator of all video content providers.
    Don’t you think that Tesla would ideally fit to Apple? Why did not they buy it?
  3. Alphabet - Waymo, the most consumed apps are Alphabet’s apps(next to FB’s apps): Youtube, Gmail, MapsGoogle, GooglePhotos.
    Not to mention Search Engine
    The trade war is heating up – update on Facebook, Gazprom and my Chinese shares
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