ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

If You Could Only Hold 3 Investments for Life, Consider These

Photo of a woman's hand putting on stack of coins next to a wooden clockWarren Buffett, who is known to own “forever stocks,” has famously quipped that if you aren’t willing to own a stock for 10 years, you shouldn’t own it for even 10 minutes. 

This idea prompts a good thought exercise: If you could only make a few investments to help you achieve the portfolio growth you’ll need in retirement, which ones would you pick?

How to Find Investments Built for Long-Term Success

To start, you'll want to analyze the long-term trajectory. Remember that a performance chart tells a story, and when you zoom out, you want to see a line that moves up and to the right in a consistent curve. A chart pattern like that should give you the confidence that you’ve found an investment that can give you safe, secure growth.

Of course, past performance isn’t always a predictor of future performance. But when you consider everything that has happened in our economy in just the last 20 years, past performance indicates which companies have shown they can reward investors no matter what’s happening in the markets.

3 Investments to Build Wealth for a Lifetime

Certain investments have proven their ability to deliver long-term value, whether it’s a company with an iconic brand, a leader in a growing industry, or a broad-based ETF offering instant diversification.

Here are three standout investments to consider buying and holding for a lifetime.

1. Coca-Cola: A Buffett-Backed Dividend Powerhouse

[content-module:CompanyOverview|NYSE: KO]

The Coca-Cola Company (NYSE: KO) is one of Warren Buffett’s most well-known holdings, and for good reason. As a Dividend King, Coca-Cola has increased its dividend for 62 consecutive years—a compelling reason alone to consider owning KO stock.

In addition, Coca-Cola has delivered a total return (share price appreciation + dividends) of 490% over the last 20 years. That’s better than its rival PepsiCo Inc. (NASDAQ: PEP), which has returned about 396% over that same period, even factoring in a 2-for-1 stock split in 2012.

As a consumer staples stock, Coca-Cola and its shareholders benefit from its defensive nature—consumers continue buying its products in both strong and weak economic environments. Despite a challenging three years for the sector, KO stock has still managed to deliver a total return of about 26% over that period, proving its resilience.

2. Stryker: Capitalizing on the Future of Healthcare

[content-module:CompanyOverview|NYSE: SYK]

Stryker Corp. (NYSE: SYK) is a leading medical technology company with a strong presence in medical and surgical equipment, neurotechnology, and orthopedics. The United States is well into a period known as the Aging of America, and healthcare expenses are expected to increase sharply as the Baby Boomer generation retires.

One attribute of many buy-and-hold stocks is a solid balance sheet, and Stryker delivers. The company has shown a consistent pattern of revenue, net income, and free cash flow growth. In 2023, Stryker targeted organic sales growth of around 11% per year.

One of its key strategies is growth through acquisition. In February 2025, Stryker acquired Inari Medical Inc. (NASDAQ: NARI), which gives Stryker a foothold in the fast-growing field of venous thromboembolism (VTE) clot removal.

Stryker’s performance speaks for itself—over the past 20 years, SYK stock has delivered a total return of 853%, outperforming the S&P 500 and reinforcing its status as a premier healthcare stock.

3. iShares Core S&P 500 ETF: A Proven Market-Beating Giant

[content-module:CompanyOverview|NYSEARCA:IVV]

Picking an exchange-traded fund (ETF) to own for a lifetime can be tricky. While ETFs offer built-in diversification, they also include stocks you might not choose individually.

However, if your investing philosophy prioritizes stability and long-term growth, the iShares Core S&P ETF (NYSEARCA: IVV) is hard to beat. 

This ETF is indexed to the S&P 500, an index that has historically delivered an average annual return of 12% since 1950. Over the past 10 years, IVV has returned 232.18%, nearly doubling the long-term historical average and slightly outperforming the widely followed SPDR S&P 500 ETF Trust (NYSEARCA: SPY).

The fund's holdings are weighted based on the total float-adjusted market value of their outstanding shares. As of March 2025, technology stocks made up over 30% of the fund’s allocation, with all of the Magnificent 7 stocks ranking among its top 10 holdings. 

This exposure to high-growth companies, combined with the stability of the broader market, makes IVV a compelling choice for long-term investors seeking steady, diversified growth.

Where Should You Invest $1,000 Right Now?

Before you make your next trade, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis.

Our team has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and none of the big name stocks were on the list.

They believe these five stocks are the five best companies for investors to buy now...

See The Five Stocks Here

Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.