Forever Stocks

What is Forever Stocks?

Forever Stocks is a service in which Tanushree Banerjee will curate a list of around 20 stocks that can be bought and held for a very long period of time up to several years or decades.

The reason to sell any Forever Stock will be a rare occasion, when any stock slips irreversibly on one of Tanushree’s critical quality checks.

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Who is the editor of Forever Stocks?

Tanushree Banerjee, co-head of research at Equitymaster is the editor of Forever Stocks.

Tanushree believes in the philosophies of the investing greats, Warren Buffett and Benjamin Graham. She staunchly abides by Buffett's 2-Rule Mantra:

• Rule No.1: Never lose money.
• Rule No.2: Never forget rule No.1.

In tune with her commitment to investing safely, her services recommend the kind of safe stocks you could 'bet your retirement on'.

Tanushree joined Equitymaster right after completing her MBA in Finance from SIES Mumbai, in 2004.

She has since, as research analyst, helped shape the systems that recommended some of the safest and most profitable stocks to subscribers.

The authenticity of her voice and her deep research to discover safe, cheap, and profitable stocks has earned her a loyal following and an impressive track record.

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What is the goal of Forever Stocks?

The goal of Forever Stocks is to guide subscribers to build generational wealth by recommending a cured list of 20 odd stocks that they can invest in consistently and hold on for decades to see their wealth compound.

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What does Forever Stocks offer?

A relatively low risk stock investment strategy of buy and hold investing that could potentially deliver long-term gains, consistently, with the aim of building generational wealth for subscribers.

Subscribers also receive Tanushree’s six-part Forever Stocks master series – Six Steps to Unlock the Secret Tunnel to Extreme Wealth.

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What does Forever Stocks not offer?

The objective of Forever Stocks is to take an exposure to a handful of stocks at the current price and hold on to the stocks for a very long tenure. Since this will be an extremely curated list, the number of stocks is unlikely to cross 20.

Therefore, Forever Stocks does not offer:

• Shorter term recommendations with profit booking opportunities in 3 years.
• Maximum buy prices or target prices for the recommended stocks
• Recommendations on stocks that fail on strict quality parameters.

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How many stocks will be recommended?

Over time Tanushree will recommend a total of 20 stocks although there could be more.

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When will be the frequency of recommendation reports?

There is no fixed frequency of recommendations. Once a month, subscribers will receive updated information and analysis on all the recommended stocks. This monthly report may have buy or sell recommendations.

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What are the expected returns from this service?

To put things in perspective, stocks that qualify as Forever Stocks have in the past two decades generated compounded annual returns like 29% and 36%, thus multiplying every lakh into several crores.

There will be no target prices for these stock recommendations. Tanushree believes the longer the holding period in these stock, the higher will be the returns. The philosophy of Forever Stocks is to buy great stocks that can potentially keep compounding wealth not just for years and years and decades.

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Are Equitymaster Research Analysts allowed to trade in the recommended securities?

Equitymaster is an honest, completely transparent and a professionally run organisation. We have a strict compliance system, internal policies and Share Trading Guidelines in place.

Please note all securities trading of our employees are tracked and monitored to ensure that our subscriber gets the first right to our paid research.

We follow the SEBI (Research Analysts) Regulations and give full disclosures with respect to each recommendation. We further request our subscribers to go through our Share Trading Guidelines.

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How should I contact the customer service team to get answers to my queries?

You can write to us with all your queries and we will be delighted to assist you. Alternatively, you can call us on +91-22-61434055 between 10 am to 6 pm from Monday to Friday.

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What is the suggested allocation for Forever Stocks?

There is a detailed note on the suggested allocated towards each Forever Stock in the June 2021 report of Forever Stocks.

However, the suggested allocation is illustrative, and subscribers can choose to modify the allocation as per their risk appetite as long as they do not breach the suggested exposure to each individual stock.

Equitymaster is not a portfolio manager or an investment advisor. For something that works best for you, we recommend you talk to your investment advisor.

Or Give Us a Call: +91-9136015013