Stocks for a coffee-can portfolio

[Arski]

So, I've decided to start a coffee-can portfolio. I'm going to put 20% of my investing money into the portfolio, will spread it across 10 different companies and hope to let it ride for at least 10 years. But I find it quite hard to come up with the companies I'm going to put into the portfolio. 

I also think it's unwise to select companies that have a big probability of failure and small probability of enormous returns.

Some companies that are candidates for me are:

• Etsy
• Texas Pacific Land Corp (maybe not at these prices)
• Alibaba
• Evolution Gaming
• JD

Let's use this topic for companies that will be alive and thrive over the next ten years.

[Arski]

Others might be:

• Shake Shack
• Amazon
• Fiverr (creator economy)

[rkbabang]

Some possible candidates to look into (I own at least a small amount of all of these)

SE
SHOP
WFCF
TRRSF
TRUP
AXON
UI
AYRWF
NVDA
 

[rkbabang]

Also, consider throwing BTC & ETH to your coffee can and shelving it for a decade.

[Arski]

Those are interesting names, thanks. It find it difficult to put some names in my coffee can because of the extreme valuation, like SHOP, SE, and NVDA. I know the companies are great but deep down I'm a value investor and will therefore pass. I also like companies that have some earnings already, more than the ones that don't earn. Simply because I'm not able to predict where those earning are going to be over the decade. On the other side, though, that could exactly be the reason one could put a stock without earnings in one's coffee can, if you really believe in the quality of the business over the long-term.

I'm also not comfortable with having a meaningful amount of my money in non-productive assets, like BTC and ETH.

[IceCreamMan]

Berkshire Hathaway

[valueinvestor]

Power Corporation

SNC Lavalin

Facebook

 

[realassetsvalue]

Equity Lifestyle Properties

[bizaro86]

COST

ROST

DIS

GOOGL

[gaurav_s]

My ideal portfolio for next 10 years - 

1. BABA (15%)

2. FB (13%)

3. BRK (12%)

4. PSHZF (spawning decent SPACs) (12%)

5. AMZN (12%)

6. NPSNY (proxy for TCEHY and Asian startups) (12%)

7. HDB (12%)

8. CNSWF (12%)

 

 

 

 

 

 

[DooDiligence]

BRK

DPZ

EW

NVO

ROP

TYL

[boilermaker75]

On 5/11/2021 at 10:47 PM, IceCreamMan said:

Berkshire Hathaway

 

Has been since 1965. Currently 80% of my coffee can is filled with BRKB. 

[Spekulatius]

On 5/14/2021 at 8:59 PM, boilermaker75 said:

 

Has been since 1965. Currently 80% of my coffee can is filled with BRKB. 

Sounds like you have and drink a lot of coffee.

My coffee can Holding is LAACZ. I have owned it since 2012 and added in 2018,19 and 2020.

Another coffee can holding was Nestle, which I held in a German brokerage account until I was forced to shut it down (because they didn’t  want to deal with US persons any more). I decided not to buy it back in my US accounts because the valuation was rich, which I think was the right decision, even though I regret it sometimes. I have held it in this account for more than 10 years, before I was forced to liquidate.

[boilermaker75]

On 5/21/2021 at 7:53 PM, Spekulatius said:

Sounds like you have and drink a lot of coffee.

My coffee can Holding is LAACZ. I have owned it since 2012 and added in 2018,19 and 2020.

Another coffee can holding was Nestle, which I held in a German brokerage account until I was forced to shut it down (because they didn’t  want to deal with US persons any more). I decided not to buy it back in my US accounts because the valuation was rich, which I think was the right decision, even though I regret it sometimes. I have held it in this account for more than 10 years, before I was forced to liquidate.

And I meant BRK has been a coffee can stock since 1965, not that I have owned BRK since 1965!