5 Stocks to Own for 50 Years
0.56%March 27 | MyPlanIQ portfolio symbol P_37285

own for the long run.

His goal was to cut to the chase to find the type of stocks that:

  • Don't implode.
  • Perform well on an absolute basis.
  • Beat inflation.
  • Hopefully beat the market.

His criteria are:

  • Sustainable competitive advantage. Brand, style, and design are fickle, which is why I can't say I'll own shares of Apple forever. A great business does something special that others cannot easily replicate.
  •  Businesses that churn cash efficiently and don't put their assets at risk.
  • Products and services that people adore or must have.
  • Management that commands respect.


  His five stock -- note that he has skin in the game, as he already owns all these stocks:

  • Berkshire Hathaway (BRK-B) 
  • Philip Morris International  (PM)  
  • Walt Disney (DIS) 
  • Visa (V)  
  • PepsiCo (PEP)   

Nick also goes on to say that he could up with others but these were the ones he listed out.

My take on his list is:

  • Berkshire Hathaway -- while Buffet is there, you stand on the shoulders of giants. I am not completely comfortable that they have the succession planning fully worked out.
  • Philip Morris -- they may be a strong company but I just cannot overcome my dislike of the product and what it does to the consumer  
  • Walt Disney -- there will always be kids wanting to see movies and even if they don't, there's always ESPN
  • Visa  -- clearly a leader but what about on-line payment with cell phone etc.
  • PepsiCo -- I have some concerns about the type of product and associated health risks but this is a long term winner and I am an investor in MacDonalds (MCD) so it would be a case of the pot calling the kettle black

I am going to compare this selection with our dividend bearing ETF benchmark and three other selections that we have previously made for reference.

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Rolling Returns

From 03/20/2008 to 03/27/2024, the worst annualized return of 3-year rolling returns is -6.93%.

From 03/20/2008 to 03/27/2024, the worst annualized return of 5-year rolling returns is -0.47%.

From 03/20/2008 to 03/27/2024, the worst annualized return of 10-year rolling returns is 6.81%.

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