What stock are you holding long-term?

Let’s create a long-term investing thread for non-day traders or those who aren’t into hype stocks. So, tell your story: why this particular stock, at what price, when, and why? It can be a stock you’ve bought before. Let’s say the investment horizon is at least 5-10 years, though a longer timeframe is always better.

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This is kind of an ironically hyped stock and the most ridiculous trope on this forum, but Harvia.

Harvia will remain in my portfolio for the next 5+ years. I bought Harvia even before joining the forum, a couple of months ago, but the analyses done here have strengthened my understanding of it as a long-term compounder.
I have scraped Harvia from every dip with bloody nails, but with long-term binoculars on.

Another probable long-term investment is actually Inderes.

This thread is a good opening! Interested to hear your thoughts!

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Modulight. €6.49 / pc from the offering. The dream of its greatness lives and evolves forever and beyond: to the edges of a black hole, to the event horizon…

And it would be great to own a tenbagger!

I only have 70 of these, though…

Enlightened

Bosaboi

:star:

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Basically, everything is always for sale if the price is high enough.

So this thread’s title category will remain empty. Shares are just lines on an account. Of course, I can hold several for a long time, but I don’t commit to anything regardless of the price.

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Perhaps the wrong thread for you?

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Having read this forum for about a year now, the sentiment of the vast majority about “4 ever” is quite short-term. So, preferably, a long-term view is sought, but everyone decides that for themselves…

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Well, 2-5 years is quite far from “4 ever” (forever), you wouldn’t even have time to utilize the acquisition cost presumption.

But my long-term portfolio consists of:

Remedy, back when the price was 7e
Sampo, average is probably 25e
Nordea, average somewhere between 6e and 7e, bought so many batches that I can’t keep track
Fortum, average 15e, bought a bunch from the corona dip

These feel familiar and safe to me, and the business chugs along.

Edit: Hmm, maybe the intention was to choose only one stock..

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Or is it? I’ll be interested to see where the discussion in this thread goes. I find it difficult to consider the operating model described in the opening post as investing.

I’m not really sure what it is. Perhaps comparable to some kind of collecting hobby… You just have to get a certain Moomin mug and store it in your cupboard because it’s just so nice. Regardless of other external factors.

Presumably, the returns will suffer here, but they are hardly a goal in any way, so that seems to be perfectly fine.

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This! From my own family’s old dishes, we found, among other things, dusty Nokia shares. Like, from the ancient rubber boot company. So some people like to hoard stuff. :innocent:

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I adjusted the investment horizon to 5-10 years, :+1:

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I edited the title to the format recommended by @ChuckPeddle, is it okay? :slight_smile:

LeadDesk, growing well and everything has gone according to plan, but I believe the best times are still ahead. It still feels a bit unfamiliar to many, and I think very few people have thoroughly studied this company, excluding analysts.

Marimekko, of course, is in the fashion industry, where anything can happen, but somehow I believe Marimekko will become something much bigger. In the Heikkilä & Vilén episode, Heikkilä playfully, not seriously, joked that Marimekko could be a tenbagger when they were humorously and casually discussing what could tenbag. :grin:

Orthex, feels safe, but at the same time, it will grow a lot and big. :slight_smile:

I have other stocks as well, chosen so that I could hold them for a loooong time, but I thought I’d choose this interesting trio for this. :slight_smile:

Edit 1: I also changed the word “pitää” (to hold) to “hodlata” (to hodl) in the title. The title was thus made in cooperation with JanneBoin + ChuckPeddle. :upside_down_face:
Edit 2: I thought this would be a more relaxed thread, so the justifications are casually concise and perhaps not so analytical. :slightly_smiling_face:

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Oh ok, I should have held until today :sweat_smile:

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My own stock is RDS B with a current 90+% margin of safety (YOC 8%) at the current dividend, with a growing dividend and future investments in renewable energy, which remains to be seen in the future.

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Tecnotree. Quoting Padmaa, “very clear five year plan”.

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I’ll leave out the pure dividend stocks from the list (there are 13 different ones - diversify and consider?), which I primarily hold as long as they generate returns :slight_smile:

  • Hyzon for probably 5 years, as my basic thesis is that 2025 will largely be the peak, so by 2026 at the latest, the potential results will also be reflected in the price
  • Voxtur pretty much the same as Hyzon, although the peak season could come earlier, depending on how the story unfolds
  • Microsoft and Apple as no-brainers
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Bring out the ones that actually produce now :+1:

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Exactly. Hyzon’s forecasts and hydrogen-related ventures are all timed for 2025, so until then, Hyzon, Nel, Hexagon Purus, and PowerCell will stay.
My crypto portfolio (BTC, ADA, MANA, ETH) is also for +5 years.
These will not be removed unless something significantly alarming happens.

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Verkkokauppa and Tecnotree for at least 10-15 years, unless the story changes drastically. Tecnotree seems incredibly promising, and Verkkokauppa.com has been an important company and marketplace for me for years in connection with my hobbies.

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Neste, Nibe: Cornerstones of the portfolio. Successful picks years ago. I’ll see the green trend through. Nibe’s valuation is so high based on key figures that I lightened my position a bit. The rest will stay, good products.
Sampo: Same story, been in the portfolio for a long time and added along the way. Steady dividend flow and capital appreciation at the same time.
Oma Säästöpankki: This is a newer investment, but let’s see this story through as well.

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UPM. Much more than just pulp.

I’ve owned Nordea for 30 years, ever since the SYP days :thinking:

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