Long term holding shares

dublin2000

I'm planning to buy in a couple of quality shares to hold them in long term, for example 5-10 yrs (or longer), any suggestions?

massdebater

Are you looking for suggestions of what to pick or suggestions if it's a good idea? Probably an all-world ETF is the easiest and very diversified, although some might have some suggestions for investment trusts which are popular too. For individual shares, who knows 🤷🏻‍♂️

Shedite27

https://www.boards.ie/discussion/2058202697/long-term-holding-shares

Can't go wrong with the FAANG stocks really, if you want to be a bit more adventurous, something like AirBnB is something I think will be masssive in our lives in 10 years.

dublin2000

https://www.boards.ie/discussion/comment/117718495#Comment_117718495

Yep, looking for suggestions, I've had an eye on Apple last year but for different reasons I didn't buy in, but I'm now not sure if it will be the one has long term value in 10 yrs time. I'm also going to look at buy in some ETFs, want to hold 1-2 good shares on top of this in hoping those shares might be over run the ETFs in return, but I might be too naive!

dublin2000

https://www.boards.ie/discussion/comment/117718912#Comment_117718912

Thanks for your suggestion! AirBnB could be a good one with the pandemic impact. I for one used to prefer Hotels rather than AirBnB but nowadays I would actually prefer AirBnB that i have less shared space with other people.

massdebater

https://www.boards.ie/discussion/comment/117718912#Comment_117718912

Yeah the FAANG stocks are always a good start, most total stock market ETFs will mainly comprise of these and there's a reason they're at the top.

I wouldn't be so bullish on airbnb though (just my opinion). Regulations in a lot of cities makes it more difficult for them to set up nowadays. It's also got very expensive the last few times I've used it with lots of cleaning/booking fees added. Not to mention the impact decentralized versions would have on the airbnb/uber models.

OP for individual shares, you'll get a lot of varying opinions. Pick ones you know and like, and still think will be around in 20 years time!

Supercell

Why not buy an investment trust?, far less risky, Scottish Mortgage Trust (SMT) being the golden child in that space for the last 10 years.

dublin2000

https://www.boards.ie/discussion/comment/117720505#Comment_117720505

Thanks for your suggestion, I'm pretty new hearing investment trust, will do some research on it so at least i understand the nature of the investment and models etc.

cc87

Intel/$INTC, Alibaba/$BABA, AirBNB/$ABNB are 3 I would look at.

All currently undervalued (ABNB not as much but new to market) and have potential to grow.

Scottie99

Sea Limited, Microsoft, Shopify, Tesla and a 10x opportunity in Upstart Holdings.

The first four are 50% or so of my portfolio - I’ll be holding these for the next 10 years.

massdebater

https://www.boards.ie/discussion/comment/117816799#Comment_117816799

Hard to tell what the world will look like in 10 years but that seems like a solid list. SE, SHOP and TSLA are 3 of my biggest gainers, while MSFT makes up 5% of my main ETF so I actually have more with them. Love your conviction but they're more like 5% of mine than 50%!

Scottie99

https://www.boards.ie/discussion/comment/117817429#Comment_117817429

SE($66)Tesla($50 post split),Shop ($200) rapidly grew into these positions. I’m slowly working in other positions, so over time their concentration levels in my portfolio will know doubt fall. I tend not to sell and buy for the #long, quality and occasional future stocks.

crowdstrike, square, nvida, asml, pins, Datadog, Fastly, Airbnb, Appian, fubo, tradedesk, teledoc, invitae, lemonade, unity, Skillz, sofi, twilio

massdebater

https://www.boards.ie/discussion/comment/117817794#Comment_117817794

Lots of the pandemic favourites there, I owned about half the names from that list, and TTD and SQ are still some of my bigger holdings. I found they were all too closely correlated though and mainly rose and fell at the same time, so I ditched a lot of them earlier in the summer to move into different assets.

p to the e

The semi conductor industry is on a tear at the moment and most likely won't change in the short medium term. It's going to take a long time for competitors to catch up. TSMC, ASML, INTC all good picks. Lots of smaller companies in the industry also. Alternatively if you buy Square, PayPal, MasterCard and Visa you've covered a huge percentage of payment methods on the planet and shouldn't be disappointed.