Education:

 

Buying and holding stocks for years at a time can be profitable and then again not, this goes for mutual funds and etfs as well. 

Warren Buffet is the most popular buy and hold investor of all time however that’s no longer his strategy.

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Let’s talk facts, Warren typically does not make day to day investment decisions any longer, most of these large buy and sell decisions are done by his two lieutenants, Ted Weschler and Todd Combs. In recent months they have sold a lot of bank stocks, sold their positions in airlines, trimmed their investment in Apple, bought a new telecommunication company, which just went IPO, took a huge stake in Taiwan Semiconductor (TSM), and invested in a cloud computing company called Snowflake. The world is moving at a brisk pace, Berkshire is no longer buying and holding for decades. And yes you read that right Berkshire invested in an IPO. 

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Berkshire Hathaway’s strategy has evolved over the years, they continue to have a large cash position, trim winners that have done well, sell the stocks that have underperformed and enter new positions when the time is right. 

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Still think buying and holding for years is the way to go?   Investors today have access to quality research and in some cases better research then the institutions. In addition, individual investors can move money much faster than large institutional buyers.

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Thematic ETFs:   Own an entire sector instead of individual stocks

                                                 

Sector                 Ticker Symbol            Sector                                   Ticker Symbol        

Cybersecurity             BUG                        Technology                                XLK        

Solar                            TAN                        Consumer Discretionary           XLY

Semiconductors         SMH                       Communication Services          XLC          

S&P 500 (leveraged)       SPXL                        Health Care                               XLV

Nasdaq                       QQQ                       Materials                                    XLB

Nasdaq (leveraged)          TQQQ                     Industrials                                  XLI

Social Media              SOCL                       Real Estate                                 XLRE

S&P 500                      VOO                        Consumer Staples                     XLP

Electric Vehicles         IDRV                        Utilities                                       XLU

Financial Tech            FINX                        Online Betting                           BETZ

3D Printing                 PRNT                       Financial Sector                         XLF

Energy                        XLE

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Best Performing Dividend ETF's

JEPI  S&P 500 monthly dividends                  SCHD Schwab U.S. Dividend Equity ETF

JEPQ Nasdaq monthly dividends