Investor’s Gold | 12 Stocks to Own Forever | Building a Timeless Portfolio | #stockmarket

📈 Ready to build a rock-solid investment portfolio that stands the test of time? In today’s video, I unveil my carefully curated list of 12 stocks that could be your cornerstone investments—stocks to own forever. 🚀

From innovative tech giants to steadfast dividend payers, these stocks are chosen for their enduring potential and ability to weather market storms. Join me on this journey as we explore the rationale behind each pick and how they contribute to creating a resilient and timeless portfolio.

🔍 Key Stocks Discussed:

1️⃣ Meta. (META): A tech titan with a track record of innovation and a massive global user base.

2️⃣ Google (GOOGL): A healthcare giant known for its stability, diversified product lines, and consistent dividends.

3️⃣ Amazon.com Inc. (AMZN): The e-commerce behemoth that continues to redefine industries and consumer behavior.

4️⃣ Abbvie (ABBV): A classic dividend stock with a globally recognized brand and resilient consumer demand.

5️⃣ Tesla (TSLA): A leader in the tech space, known for its software solutions and cloud services.

6️⃣ Starbucks. (SBUX): A consumer goods powerhouse serving Coffee and other drinks.

7️⃣ Intuitive Surgical. (ISRG): A financial giant in automated Surgical Equipment.

8️⃣ 3M Company (MMM): An industrial conglomerate with a history of innovation and diversified product lines.

9️⃣ The Walt Disney Company (DIS): A media and entertainment giant with a timeless brand and global appeal.

🔟 McDonalds (MCD): A leader in quick serve restaurant.

1️⃣1️⃣ Target. (TGT): A retail giant, continuing to grow and improve their brand.

1️⃣2️⃣ Foot Locker. (FL): Mary Dillon the new CEO of the great shoe company.

👉 Which of these forever stocks aligns with your investment philosophy? Share your thoughts in the comments below and let’s discuss the foundations of a resilient investment strategy!

📊 If you find value in this video, don’t forget to hit the like button, subscribe to the channel, and ring the notification bell for more investment insights and strategies!

🚨 Disclaimer: The information presented in this video is for educational purposes only and should not be considered financial advice. Always conduct thorough research and consult with a financial advisor before making investment decisions.

00:00 Introduction
01:13 Like and Subscribe
02:14 Separating Accounts
06:49 Meta
07:03 Amazon
07:47 Google
08:38 Starbucks
09:27 Abbvie
10:21 Intuitive Surgical
11:08 3M
11:43 Disney
12:20 Target
13:02 McDonalds
14:26 Tesla
14:49 Foot Locker
15:38 Other accounts to Separate
16:08 Easy to Do

Good morning and welcome back to another episode of the rational investor I hope you guys are all doing well today is Friday December 29th last trading day of the year so pretty exciting and pretty sad I like when it’s trading days weekends you know I like when the

Markets are open anyway today I’m going to talk in the video about 12 stocks that I just put in the safe deposit box and forget about I’m also going to go into a little bit of how I set up different accounts and what I do to

Maybe give you guys some ideas so stick around for the video let me know what you think So In My Mind Investing is really easy and you don’t have to overthink it you pick great companies and you stick with them pretty much forever the longer you stay with them the better you tend to do so in today’s video I’m going to go over 12 stocks that are essentially the ones

That I think of as like set it and forget it I buy them I literally ask for the stock certificates and I throw them in a safe deposit box so I’m not tempted to sell them or trade them or put options on them or anything else these

Are just companies I want to own for the long run now before I get into it and before I get into the details and before I forget if you guys could do me a favor if you haven’t already hit the Subscribe button um hit the like button make some

Comments I really appreciate all of that and it it helps YouTube’s algorithm and people find the channel so if you’re finding value in it I really appreciate that it helps others find it as well I’m also going to put a link in the description on how to open an account at

Sofi if you like by all means you don’t have to it’s just there if you want it if you deposit $10 or more you’re going to get a free gift of $25 from Sofi and then I open an account with my son who’s 13 years old that’s attached to it as

Well and they send a gift to that account as well what’s cool about it for me is he’s 13 years old gives me an opportunity to help him with talking about investing in saving for the future as well I know he’s really young but you know I started this stuff when I’m young

It’s what I like to teach and since I’m dad it helps when he sees those deposits go in so it’s super cool anyway let me get into the 12 stocks and and also how I separate different accounts for different things so I don’t really believe in ETFs unless they’re filling

In a spot in your portfolio that you don’t already have like the one that I use the vertis capital that gets a a preferred stock I do that because I don’t research preferred stocks or invest in them separately and it’s a way to diversify and get into that that that

Category but outside of that I I don’t really see the value of buying a S&P fund or whatever else outside of it makes it easier for people I’m comfortable picking 10 or 20 stocks that I think are the best companies there are I don’t get super worried about is

Today’s price the best or should I time it better or anything else I want to make sure I own the best companies so really I’m going to get into 12 companies that I kind of think are some of the best out there there’s a few that are probably missing from the list that

I could substitute in and I’ll I’ll make some comments about that as well but what I do for my own personal investing now before I say that you guys need to do your own research I am not a financial planner this is not Financial advice this is just what I find works

For me and I’m just a guy on YouTube sharing that information you need to decide what works for you and and potentially seek out a financial advisor now if you see the comments in the the comment section of some crazy one by all means be cautious of it th

Those are probably scams I’m not selling any books this is all free advice I’m not reaching out to you guys to try to get some data I’m just talking about the information I’ve learned so for the most part I set up three different accounts I have one that that kind of mimics or

Matches the 12 stocks I’m going to talk to you about that I put in the safe deposit box but expands to a few others and I have one account that’s all dividend stocks so that I can receive those dividends and I can use them for

Spending if I need to or I can reinvest them in the other dividend stocks or the ones that are already in and then I have a small account as well that I use for trading the reason I separate these is so that I don’t mix them up I don’t want

To take in account that I intended to own those companies for the next 10 year and make the mistake of trading them I find that’s at least for me very important if I want to own something for 10 years I don’t want to put it in a

Stock that I have online access that I have the ability to start to think well maybe if I sell it here I can buy it back a little bit cheaper or something like that where I might miss an opportunity where it just grows over time and now I’ve gotten out of a

Company that I really want to be an investor in not a Trader so some sometimes you might hear me talking about stocks where I’m putting on trades and it sounds like I take on more risk than I do or I sell calls or put on different spreads and things like that

But the reality is the bulk of the portfolio I just take and I put in a safe deposit box and I try not to think about it I might flip a price up on the screen out of curiosity but I know by doing that I don’t want to be trading

These companies and the reason I think that investing is pretty simple is anybody can do that there’s no reason you can’t walk around and see what companies you think are great you don’t have to reinvent the wheel the these are not some companies that are hard to find

That I expect they’re going to outperform because of this that or the other thing what I find is a lot of times when you pick that stuff it may just sit there and it takes a long time for that to develop it may not be worth

The return even if that company ends up being that next great thing and the odds of picking that next great thing are really different difficult so why not pick the now great thing that seems really obvious and is right in front of all of our faces like there’s no reason

To to look too hard now if you’re in an industry and you know some great products in your specific industry no reason not to look into those and invest them as in in that as well if you’re a doctor and you know the greatest tools that are being used I’m sure there’s a

Company that sells it or if you’re a lawyer or whatever it is that you do in your mechanic but it doesn’t matter whatever field you’re in that you have Insight in you really might have insight to things that others might not so I wouldn’t shy away from that so the 12

Stocks on my list that I really just put away forever and this will give you an idea of what I mean about anybody can do it um meta is number one or Facebook I think they’re phenomenal I think they’re going to continue to grow I think they’re a great company I don’t worry

About valuation and if I overpaid when I bought it I make sure to buy little enough that I can continue to add on number two on my list is Amazon the minute I started using Amazon we use it more and more and more in the beginning

I was using it because I could find things that were less expensive they’re so convenient and their return policy is so great it’s gotten to the point that even if their prices aren’t the best I still tend to use them because of the convenience of they bring it to my door

And usually the next day and if I want to return it I just go by they they have a thing at coals and they have a thing at Whole Foods where they accept the returns they also have Amazon web services and all these other functions

As well that tell me it’s just a great company that I want to own for the next 10 years so we put that in the safe deposit box as well another one that fits in is where you’re watching me Google YouTube I I think the fact that

YouTube I watch my son the one I talked about earlier he looks at YouTube the way that I used to look at television I don’t even think he thinks television exists he probably has no idea who NBC ABC Fox and and the like are he goes to

Google for his content and that’s where he watches TV I presume he’s similar to a lot of kids and I figure a lot of them don’t know what TV is and they use Google or YouTube for their source of of television or entertainment they also have their their uh search engine and a

Whole bunch of other companies that you know make it a huge conglomerate and I them growing over time give the dramatic move but the Sun keeps screwing it up and even here it’s not so great next on the the list of 12 I have Starbucks another company that I think is a great

Company and same thing I kind of look to the younger generation I watch the kids in the school and they go to Starbucks they know what drink they’re going to get they drop5 t0 doar for one drink and they don’t even think about it they just

Want what they want and then I know people who go to work every day and same thing they buy their Starbucks every day religiously Starbucks was able to push through some higher pricing they had great earnings last quarter I’m a little surprised that the Stock’s been

Struggling as long as it has but really nothing has changed in terms of the company in my perspective so I hope to own it for the next 10 years and I hope in 10 years they’ve doubled or tripled and I get their dividend as well and I think they’re a fantastic

Company one on the list you may not be familiar with which is ABY um a lot of you probably are but maybe some of you aren’t it’s a spin-off from abbit Labs they’re they’re in the drug and pharmaceutical section they pay a nice dividend they’ve had a really good year

They did have one drug that that’s maturing to where others can compete in it so there was concern that maybe their earnings will go down but I think AB is well run I think they’re a good company and again it’s something I just want to

Own for the next five 10 20 years so I put it in the safe deposit box and don’t think about it too much and similar it also pays a dividend as well well I don’t have it in my dividend stock account because it’s not one of those

That that I’m relying on that dividend to help pay bills um but it’s nice that they do another one I have on the list that’s a little bit more of a a riskier investment in some ways it’s just I think they’re probably the leader in the

Space is I have in um int intuitive surgical isrg is the ticker symbol or is yeah isrg they do robotic machines for surgeries and things like that and and I think they’re the leader in that space and and I think so far out I kind of

Figure in time there’s going to be more and more of that the doctors are just going to be there making sure the machines are doing the surgeries properly and my guess is they do all the repairs they service them and everything else and I just expect them to continue

To grow to to be fair when I look at valuation it looks a little frothy but that’s my point about on these companies I try not to pay too much attention to that they’re just companies I want to own for the long run and the hopes that

They continue to grow um next on the one that I throw in the safe deposit it box is 3M I think it’s a great company and I’ve thought that a long time they had a lawsuit for damaging the environment um and it caused the stock to fall significantly it actually got below $100

I’ve wanted to own them for a long time but hadn’t and I saw this is a good opportunity to buy some throw it in the safe and yeah wake up in 5 10 15 years see how it’s done they also have a nice dividend but but another one that really

I just wanted to own it wasn’t about the dividend so we just sock that away and wake up in time Disney is another on the list and again they’ve been struggling they have all sorts of things going on but I still see them as a great brand name they have great recognition they

Have ESPN they started their um their online TV station as well which I think they will watch how that plays out over time but I I think between the parks and everything else Disney’s just a wonderful company um eisner’s back in they’re helping to run it and we’ll see

How it plays out if I’m wrong I’m wrong but I I like the name I like what they do my kid like loves the parks um and then next on the list which also got in there partially because EV valuation is Target I think they’re a well-run

Company if things are slow or the economy is rough I find myself shopping there as opposed to Walmart or some of the others I just like the stores a little bit better um I’m more comfortable going there I think they have okay products and I think all of

Them offer a lot of the same things but if I’m going to go buy a game or something I tend to gravitate towards Target their stock got really reasonable picked some up kind of like 3M and then thought I’ll wake up in a few years see

How it’s doing and on top of it same thing they also pay a dividend as well um next on the list second to last and really really no reason second to last or third to last sorry is McDonald’s I I think they’re the best of the best I

Don’t talk about them too often because I also have qsr which is the Burger King version in an account that that I hold but I’ve had McDonald’s for the past gez 30 some odd years and it just continues to grow and outperform so I don’t really

Pay attention to it and that’s kind of my point where I learned about the longer you have something the more amazing it is to see how it compounds I I wish I had the full position I put on originally with McDonald’s I bought a 100 shares when I was still in high

School and I graduated in 1990 so I think it was like 1988 and when I’ve looked at where I really paid for it now I paid 20 some odd dollars in 1998 and it split three times so I’d have 100 200 uh 400 800 shares and the stocks at

$290 from a $2,000 investment now unfortunately as I was grow growing up and whatever else if the stock went up I I sold um when it split one time 100 shares to buy a computer I did something else and I just don’t have it all or it

Would be worth a ton and it’s amazing to think about you know it’d be a quarter million dollar from a $2,000 investment that’s why I try to stick with these things a long time um last on my list or second to last kind of is Tesla I I

Don’t have a bunch in there but I think they’re a great company and it’s again I’m worried about the valuation today that maybe it’s a little bit frothy but I think they make the best vehicle there is and I I think they’ll probably continue to grow over time so I

Stick that in the safe deposit box and we’ll see how it plays out and then last on that list is Foot Locker I’ve talked about it a few times I really bought it because of the new CEO they brought in last year Mary Dylan but I I want to

Stick with the trade so I put in an account where I can’t trade it or or buy you know be tempted to sell it I really want to give it at least four or five years to see how she’s doing with the company and if it’s continuing to grow

My guess is she’ll do real well she had success at Al the beauty and and my real theory is people who have success tend not continue to have sex success forgive me not not sex they continue to have success even if they move on to other companies they get good

At what they do no matter where they’re working and my guess is she’s excellent at growing a company so so we put that in the drawer as well now like I said I do have another account that’s specifically for dividends that automatically sends checks to me so I

Can help pay bills whether work is busy or not and then I have an account for trading a bit because I used to be a Commodities Trader on the floor of the exchange so I I like that um but to be fair what I generally find is the stuff

That I just put away and wake up five or 10 years later generally does the best of anything else it’s more my personality that can’t help but watch and get in and get out and trade and have fun with it but but I think in the

Long run most people are better off just setting it and forgetting it and going to sleep and waking up later going to their job saving money and putting more away and and I hope you all see that these are all companies you’ve heard of I’m not sitting there digging deep

Trying to find the next best thing I’m finding the things that are already the best thing and just sticking with them I think there’s really something to do that there with that you know when you watch CNBC if you do you notice that the same companies day in and day out are

Always at the tops you know the Googles the Amazon the Microsoft so on and so forth well why fight it why Why Try to dig for something that’s going to be Nvidia which is a great company but why try to dig to find that company when

They put it right in front of your face all the time they tend to outperform and you don’t have to overthink it anyway thanks for watching have a great Friday have a great weekend I’m sure I’ll post some videos this weekend as well and uh don’t forget to subscribe like let me

Know if you made it this far that’d be super cool to to know that somebody made it all the way to the end you know make a comment about are you really an idiot I think I’m an idiot um and again do your own research this is not Financial

Advice this is entertainment this is just the things that I found that work for me and you guys need to decide what works for you talk to you soon Bye-bye