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MyPlanIQ
Advanced Investors
Advanced Strategies
5 Stocks to Own for 50 Years
5 Stocks to Own for 50 Years
live (public) 0.40% April 26
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.
Holdings (As of 04/26/2024)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | BRK-B (Berkshire Hathaway Inc) | 0.69% | 25.39% |
| Asset1 | BTI (British American Tobacco p.l.c.) | 0.51% | 4.76% |
| Asset1 | DIS (Walt Disney Company) | 0.04% | 22.87% |
| Asset1 | PEP (PepsiCo Inc) | 0.62% | 20.95% |
| Asset1 | V (Visa Inc. Class A) | 0.23% | 26.03% |
* Day change on 04/26/2024.
Previous
Performance (As of 04/26/2024)
Since 03/20/2008
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| 5 Stocks to Own for 50 Years | 11.1% | 13.1% | 1.3% | 6.1% | 5.4% | 11.4% |
| VFINX (Vanguard (S&P 500) Index) | 7.3% | 27.5% | 8.3% | 13.5% | 12.6% | 14.6% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.7% | 15.1% | 2.4% | 7.6% | 7.7% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/20/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | 11.1 | 13.1 | 1.3 | 6.1 | 5.4 | 11.4 | 8.4 | 8.3 | -12.3 | 2.7 | 14.6 | 29.7 | -3.0 | 5.0 | 7.0 | -19.0 | 19.2 | 36.4 | 26.1 | 15.7 | 8.4 | 31.8 | -24.4 |
| Sharpe Ratio | NA | 0.92 | 0.83 | -0.06 | 0.21 | 0.21 | NA | 0.37 | 0.34 | -0.62 | 0.17 | 0.39 | 2.11 | -0.26 | 0.34 | 0.51 | -0.58 | 1.46 | 2.79 | 2.19 | 0.73 | 0.48 | 1.32 | -0.67 |
| Draw Down(%) | NA | 5.0 | 10.1 | 23.9 | 34.4 | 34.4 | NA | 43.1 | 10.1 | 22.1 | 14.1 | 34.4 | 6.4 | 14.9 | 10.1 | 8.8 | 30.7 | 7.6 | 7.2 | 5.1 | 13.4 | 14.4 | 21.9 | 39.4 |
| Standard Deviation(%) | NA | 10.7 | 11.2 | 16.3 | 21.7 | 20.5 | NA | 20.9 | 11.9 | 22.0 | 15.7 | 36.5 | 13.4 | 16.4 | 13.0 | 13.2 | 32.9 | 13.2 | 13.0 | 11.9 | 21.6 | 17.2 | 24.0 | 37.3 |
| Treynor Ratio | NA | 0.23 | 0.15 | -0.01 | 0.05 | 0.06 | NA | 0.29 | 0.06 | -0.17 | 0.03 | 0.15 | 0.35 | -0.27 | -0.19 | 1.34 | 2.44 | 3.08 | -3.1 | -15.39 | -1.15 | -2.53 | -2.39 | 3.12 |
| Alpha | NA | 0.09 | -0.01 | -0.02 | -0.01 | 0.0 | NA | 0.03 | -0.03 | 0.02 | -0.07 | 0.0 | 0.02 | -0.01 | 0.04 | 0.03 | -0.06 | 0.07 | 0.14 | 0.1 | 0.07 | 0.04 | 0.14 | -0.13 |
| Beta | NA | 0.44 | 0.62 | 0.78 | 0.89 | 0.67 | NA | 0.27 | 0.71 | 0.83 | 0.83 | 0.98 | 0.82 | 0.16 | -0.23 | 0.05 | -0.08 | 0.06 | -0.12 | -0.02 | -0.14 | -0.03 | -0.13 | -0.08 |
| RSquared | NA | 0.22 | 0.43 | 0.7 | 0.76 | 0.35 | NA | 0.07 | 0.62 | 0.83 | 0.48 | 0.86 | 0.58 | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.02 | 0.01 |
| Sortino Ratio | NA | 1.54 | 1.23 | -0.08 | 0.29 | 0.27 | NA | 0.48 | 0.49 | -0.84 | 0.25 | 0.55 | 3.27 | -0.35 | 0.37 | 0.71 | -0.62 | 2.12 | 4.25 | 3.46 | 1.0 | 0.69 | 1.99 | -0.9 |
| Yield(%) | N/A | 0.57 | 1.63 | 1.28 | 1.17 | 1.41 | N/A | 1.61 | 1.35 | 1.17 | 1.08 | 0.67 | 1.4 | 0.82 | 0.41 | 2.6 | 2.04 | 2.46 | 1.94 | 2.19 | 2.2 | 1.91 | 2.05 | 0.88 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/20/2008
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