Stocks to Hold for Next Ten Years.

Alistair31

If SIG, Babcock, Costain and John Menzies get back to their Feb prices I will be very happy indeed.

Also have a small gamble on Capita and National Express Group.

coachman12

Alz1986 said:

I started of with Trusts and funds but now buy into shares aswell. Their returns can far outweigh anything a Trust/fund can do. Though Trusts/funds provide a bit of assurance.

Kainos Group and Taylor Whimpey are my long term plays. WH Smiths and IAG are for recovery. Digital Cliq, Opiant Pharma are my wild cards.

First, thanks to Thrugelmir for seeing an obvious reason which was so obvious I hadn't thought of it at all 
Thank you Alz for an interesting list. Kainos looks really promising for a 10 year investment. As for your wild cards, it's interesting that one of them is at its lowest price now and the other one seems at its highest----both ones to look at. Thanks for playing "Who Wants To Be A Millionaire"? (and we haven't heard one cough throughout this thread

Voyager2002

Old_Lifer said:

In my own mind, I don't really think of a tracker as investing    but thats just the way  I think of it.       I suppose I have  an above average tollerance of risk.       

Trackers are certainly investing, and some trackers will give you an extremely bumpy ride. For instance, a Russia tracker would be essentially just five companies, and so would give you the volatility of a portfolio holding just five shares.And then there '2 times' indices and 'inverse' indices, as well as an index of the volatility of stock.

To return to the original question: probably my only ten-year stock is Greencare, which has the legal status of an investment trust. Essentially it is a single business that owns a number of wind farms across the UK.

And my wildcard? A Chinese internet company, Sina.com.

BrockStoker

A few people have pointed out that I and others neglected to post their "top ten" (or so) as the OP requested, so here is my current portfolio of stocks, although I'm not sure every stock will be held for the full term, but I hope that most will (and perhaps longer even if necessary):

Arrowhead

Biocryst

10x Genomics

One Medical

Amyris

Evofem

Virgin Galactic

Clovis

Cerus

Agenus

Axsome

Omeros

Amicus

Verastem

Aimmune

Edit to add: I should also point out that the vast majority of my investments are in funds. I see the individual stocks as more of just a "punt" - ie money I can afford to loose, although of course I will do my best for that not to happen.

My thread (with further info on my stocks) can be found here:

https://forums.moneysavingexpert.com/discussion/6083125/investing-in-biotech-stocks-my-experience-so-far

kinger101

BrockStoker said:

A few people have pointed out that I and others neglected to post their "top ten" (or so) as the OP requested, so here is my current portfolio of stocks, although I'm not sure every stock will be held for the full term, but I hope that most will (and perhaps longer even if necessary):

Arrowhead

Biocryst

10x Genomics

One Medical

Amyris

Evofem

Virgin Galactic

Clovis

Cerus

Agenus

Axsome

Omeros

Amicus

Verastem

Aimmune

Edit to add: I should also point out that the vast majority of my investments are in funds. I see the individual stocks as more of just a "punt" - ie money I can afford to loose, although of course I will do my best for that not to happen.

My thread (with further info on my stocks) can be found here:

https://forums.moneysavingexpert.com/discussion/6083125/investing-in-biotech-stocks-my-experience-so-far

I'd be surprised if you even held two of those stocks in 10 years time.  Most are going to fail before then.  Any they don't might be bought my another company.

BrockStoker

kinger101 said:

BrockStoker said:

A few people have pointed out that I and others neglected to post their "top ten" (or so) as the OP requested, so here is my current portfolio of stocks, although I'm not sure every stock will be held for the full term, but I hope that most will (and perhaps longer even if necessary):

Arrowhead

Biocryst

10x Genomics

One Medical

Amyris

Evofem

Virgin Galactic

Clovis

Cerus

Agenus

Axsome

Omeros

Amicus

Verastem

Aimmune

Edit to add: I should also point out that the vast majority of my investments are in funds. I see the individual stocks as more of just a "punt" - ie money I can afford to loose, although of course I will do my best for that not to happen.

My thread (with further info on my stocks) can be found here:

https://forums.moneysavingexpert.com/discussion/6083125/investing-in-biotech-stocks-my-experience-so-far

I'd be surprised if you even held two of those stocks in 10 years time.  Most are going to fail before then.  Any they don't might be bought my another company.

You could well be right. I can only hope.

Edit to add:

1. It might not be that far fetched. Many of them have been around for 10 years already, and in some cases for more than 20 years. Granted I would not want to be holding in 10 years if they keep going sideways, but obviously I'm hoping that won't be the case.

2. It will be interesting to come back to this thread in a decade and see what everyone's picks have done over that time - I'm betting that a lot of the big names people are throwing around here may not do much in that time, although obviously it's impossible to say which at this point in time. I'm putting a note in my diary either way. I say "diary", but since I don't have one, I'll make a note in a .txt document.

3. Everyone's reasons (and their objectives) for investing in individual stocks will be different. For me it's a gamble that I can multiply my original investment multiple times over. I think I stand a better chance of doing that by finding small companies that have a good product/products and (hopefully) most of their growth ahead of them, rather than larger companies which may well have most of their growth behind them.

I would argue that it's easier to "find the bottom" with a small company than a successful/long established company, and further to fall if that "successful" messes up, thus there is somewhat of a safety net with smaller companies in that aspect, although of course there are other potential pit falls - ultimately it comes down to how well you have picked your companies. That is another part of the strategy/idea behind my portfolio anyway.

How well this is going to work in a biotech context over a 10 year time-span is unclear, but it seems to be working so far. If I picked well then the companies should grow. Some will likely get bought out as you suggested, but even then I should still turn a profit, as long as there are not too many complete failures. I can only hope..

coachman12

kinger101 said:

BrockStoker said:

A few people have pointed out that I and others neglected to post their "top ten" (or so) as the OP requested, so here is my current portfolio of stocks, although I'm not sure every stock will be held for the full term, but I hope that most will (and perhaps longer even if necessary):

Arrowhead

Biocryst

10x Genomics

One Medical

Amyris

Evofem

Virgin Galactic

Clovis

Cerus

Agenus

Axsome

Omeros

Amicus

Verastem

Aimmune

Edit to add: I should also point out that the vast majority of my investments are in funds. I see the individual stocks as more of just a "punt" - ie money I can afford to loose, although of course I will do my best for that not to happen.

My thread (with further info on my stocks) can be found here:

https://forums.moneysavingexpert.com/discussion/6083125/investing-in-biotech-stocks-my-experience-so-far

I'd be surprised if you even held two of those stocks in 10 years time.  Most are going to fail before then.  Any they don't might be bought my another company.

Isn't it great when the real experts appear ? 

kinger101

BrockStoker said:

kinger101 said:

BrockStoker said:

A few people have pointed out that I and others neglected to post their "top ten" (or so) as the OP requested, so here is my current portfolio of stocks, although I'm not sure every stock will be held for the full term, but I hope that most will (and perhaps longer even if necessary):

Arrowhead

Biocryst

10x Genomics

One Medical

Amyris

Evofem

Virgin Galactic

Clovis

Cerus

Agenus

Axsome

Omeros

Amicus

Verastem

Aimmune

Edit to add: I should also point out that the vast majority of my investments are in funds. I see the individual stocks as more of just a "punt" - ie money I can afford to loose, although of course I will do my best for that not to happen.

My thread (with further info on my stocks) can be found here:

https://forums.moneysavingexpert.com/discussion/6083125/investing-in-biotech-stocks-my-experience-so-far

I'd be surprised if you even held two of those stocks in 10 years time.  Most are going to fail before then.  Any they don't might be bought my another company.

You could well be right. I can only hope.

Edit to add:

1. It might not be that far fetched. Many of them have been around for 10 years already, and in some cases for more than 20 years. Granted I would not want to be holding in 10 years if they keep going sideways, but obviously I'm hoping that won't be the case.

2. It will be interesting to come back to this thread in a decade and see what everyone's picks have done over that time - I'm betting that a lot of the big names people are throwing around here may not do much in that time, although obviously it's impossible to say which at this point in time. I'm putting a note in my diary either way. I say "diary", but since I don't have one, I'll make a note in a .txt document.

3. Everyone's reasons (and their objectives) for investing in individual stocks will be different. For me it's a gamble that I can multiply my original investment multiple times over. I think I stand a better chance of doing that by finding small companies that have a good product/products and (hopefully) most of their growth ahead of them, rather than larger companies which may well have most of their growth behind them.

I would argue that it's easier to "find the bottom" with a small company than a successful/long established company, and further to fall if that "successful" messes up, thus there is somewhat of a safety net with smaller companies in that aspect, although of course there are other potential pit falls - ultimately it comes down to how well you have picked your companies. That is another part of the strategy/idea behind my portfolio anyway.

How well this is going to work in a biotech context over a 10 year time-span is unclear, but it seems to be working so far. If I picked well then the companies should grow. Some will likely get bought out as you suggested, but even then I should still turn a profit, as long as there are not too many complete failures. I can only hope..

Your picks are high risk, so I'd assumed the intention was hoping a few might succeed spectacularly in such a way that it makes up for those that dive.  For pharma in particular, very deep pockets are needed.  
https://jamanetwork.com/journals/jama/article-abstract/2762311
The bottom for any company means your shares are worth nil.  I don't see how size alters that. 

Thrugelmir

BrockStoker said:

kinger101 said:

BrockStoker said:

A few people have pointed out that I and others neglected to post their "top ten" (or so) as the OP requested, so here is my current portfolio of stocks, although I'm not sure every stock will be held for the full term, but I hope that most will (and perhaps longer even if necessary):

Arrowhead

Biocryst

10x Genomics

One Medical

Amyris

Evofem

Virgin Galactic

Clovis

Cerus

Agenus

Axsome

Omeros

Amicus

Verastem

Aimmune

Edit to add: I should also point out that the vast majority of my investments are in funds. I see the individual stocks as more of just a "punt" - ie money I can afford to loose, although of course I will do my best for that not to happen.

My thread (with further info on my stocks) can be found here:

https://forums.moneysavingexpert.com/discussion/6083125/investing-in-biotech-stocks-my-experience-so-far

I'd be surprised if you even held two of those stocks in 10 years time.  Most are going to fail before then.  Any they don't might be bought my another company.

2. It will be interesting to come back to this thread in a decade and see what everyone's picks have done over that time - I'm betting that a lot of the big names people are throwing around here may not do much in that time, although obviously it's impossible to say which at this point in time. I'm putting a note in my diary either way. I say "diary", but since I don't have one, I'll make a note in a .txt document.

Stocks to hold in a portfolio for 10 years is what it says on tin. Not looking for the potential top performers but companies that will grind out consistant profits and more importantly cash. Smaller companies for a whole variety of reasons are less likely to remain listed in a decades time. 

BrockStoker

Thrugelmir said:

BrockStoker said:

kinger101 said:

BrockStoker said:

A few people have pointed out that I and others neglected to post their "top ten" (or so) as the OP requested, so here is my current portfolio of stocks, although I'm not sure every stock will be held for the full term, but I hope that most will (and perhaps longer even if necessary):

Arrowhead

Biocryst

10x Genomics

One Medical

Amyris

Evofem

Virgin Galactic

Clovis

Cerus

Agenus

Axsome

Omeros

Amicus

Verastem

Aimmune

Edit to add: I should also point out that the vast majority of my investments are in funds. I see the individual stocks as more of just a "punt" - ie money I can afford to loose, although of course I will do my best for that not to happen.

My thread (with further info on my stocks) can be found here:

https://forums.moneysavingexpert.com/discussion/6083125/investing-in-biotech-stocks-my-experience-so-far

I'd be surprised if you even held two of those stocks in 10 years time.  Most are going to fail before then.  Any they don't might be bought my another company.

2. It will be interesting to come back to this thread in a decade and see what everyone's picks have done over that time - I'm betting that a lot of the big names people are throwing around here may not do much in that time, although obviously it's impossible to say which at this point in time. I'm putting a note in my diary either way. I say "diary", but since I don't have one, I'll make a note in a .txt document.

Stocks to hold in a portfolio for 10 years is what it says on tin. Not looking for the potential top performers but companies that will grind out consistant profits and more importantly cash. Smaller companies for a whole variety of reasons are less likely to remain listed in a decades time. 

I get what you are saying. The average smaller company is more likely to not be around in 10 years. But I am trying to find companies that are significantly above average. I may well fail in the majority of my attempts to do so, but finding just one or two should be enough to make the endeavor at least worth while.

If I wanted an investment to just "grind out consistent profits" I would just stick with funds.

So for better or worse, I'm sticking with my choices (though I will "evolve" my portfolio/rules when/if I see an obvious potential problem - I am still learning when it comes to the ins and outs of holding individual stocks), even though many might not be around in 5-10 years. As you said the other day, "fortune favours the brave" (or words to that effect).

At the end of the day I invested money I don't need to rely on, and to me it is as much about having fun as it is about trying to make a significant return. If I lose some or all of it, I won't suffer any loss in future quality of life, but on the other hand I might have a big winner, and a second home in the sun might become a possibility - I fully acknowledge that the odds are against me here, but that is not going to stop me from trying, as I see the risk/reward ratio as favourable.