Agreed
Weāre entering the age of the Metaverse, and I think there are some serious payoffs over the next decade or two with the right investments.
Thereās actually a new (American) ETF around this theme METV | Ball Metaverse ETF - Roundhill Investments , although I think the metaverse bet will need to include a large holding of crypto currencies which obviously this ETF isnāt able to cover for now.
Bailie Gifford USA
Tesla
Desktop Metal yay!
My preferred global tracker
Tech: Microsoft
Pharma: Astra Zeneca
Industry agnostic service: Royal Mail
Supporting small businesses to go online: Shopify
Finance: Freetrade
I base my āforever stocksā on a yes to all the following questions
- I am their customer and have had a positive experience using their service/product
- They improve my work/life and I would not want to go without them
- Iāve checked the market and Iāve not found anything better to replace what they do
- I would not hesitate to recommend them to my friends or family
- I think they have innovated in the last year in a way that impresses me
Forever⦠thatās not an easy question.
I could easily see growing and having Scottish American Investment Company (SAIN) until I die due to its fairly moderate but consistent growth and income over the last 70+ years
But forever is a long time. As long as SMT continue to be well managed I expect to keep it.
I also expect to keep and grow (via reinvestment of dividends) my BT shares for as long as it makes sense (I got them while working there)
National Grid for me - held for nearly 20 years!
$NIO
Shame its non-isa
Disney
I donāt have a forever stock.
I choose based on strong fundamentals (health), is it making money. is it currently undervalued, and does it pay dividends >4% with some exceptions if they sell basic utilities then I accept >3.5%.
Stocks are sold when one of the above changes negatively, with very few exceptions.
Sentimentality for living round the corner from the Paris store years ago, when I had both hair and hopes.
I donāt think moronic nostalgia cuts it though, as a stock-picking strategyā¦
Arrival (ARVL), Legal & General
Interesting to see someone say Royal Mail as a forever stock⦠Do you work for them?
Iām buying back in this week, Itās still very busy and they are becoming much more cost conscious.
Amundi Prime Global
Since FT still hasnāt added it the best here is VWRL
@Optimisery no I donāt work for Royal Mail but my choice was based on what I said in my orig post here:
I use Royal Mail, they have innovated and impress me, I would recommend them, nothing better on the Market etc.
Have you seen their Webportal recently for businesses and for customers - itās so much better than the others. They even collect from me now !!
I have a little a side business in the U.K. (as well as my real job) where I need post boxes to my customers and in my opinion Royal Mail are by far are the best courier for U.K. deliveries and I think the jury is out on international. In terms of delivery service, software, customer service and support for me.
I have experience with most of their competitors eg FedEx (which bought TNT), DHL, and courier companies like parcel monkey which cover a variety of providers. The competitors are sometimes slightly cheaper to post but not always - and the losses and poor customer service by their others has made me
move back to Royal Mail.
I tried DHL U.K. and they lost 15% of my packages last Christmas and I couldnāt speak to anyone, their b2b customer service is all by email or FB chat and the agent replying were terrible. There is no telephone number. And for my customers itās horrible, as they couldnāt speak to anyone. I have had to offer full refunds and DHL wouldnāt cover me or speak to me as itās all too hard and slow. I think they make money when they loose parcels as they make it so hard to claim compensation!!
I can tell you about a similar experience with parcel money, I sent two international packages to Italy and Spain in Feb 2021 and they went missing (fault was with the local courier) but it took me nearly 15 emails to parcel monkey and I didnāt feel they properly investigated or took responsibility for my loss and delay and they kept pushing me to accept a partial refund.
And donāt get my started on FedEx- if anyone has experienced their online portal to log an international delivery - itās got so many bugs that I couldnāt send a package abroad because of the errors with harmonisation codes so I wrote to them but they didnāt support me and didnāt listen as I wasnāt a big enough client so I contacted their chief customer service director and then someone contacted me- and then ridiculous thing is that they had never seen the bugs in their software and I had to film them send them over as video clips for them to understand and even this very senior team couldnāt tell me why !
Also for customers that are not at home when FedEx wish to deliver there is only one further delivery as default and then the Customer has to be able to go to a FedEx centre to pick up or my business pays. FedEx also donāt work on Saturday whereas Royal Mail has a Sat morning service and a local collection spot- the post office !
So, no I donāt work for Royal Mail.
I think people do not realise how good they are and how good their Software is in comparison to other couriers and how different both the b2b and b-c customer experience isā¦and after my real and recent experiences over the last 12-18months I am holding as a forever stock. That said, I think their biggest threat is Amazon but only if businesses like mine wanted to use their fulfilment and Amazon have lots of issues still.
Lastly some large businesses that I shop from choose Royal Mail so I canāt be the only one recognising their value
Iāve held National Grid for 25+ years