Long-term Stock Research
A longer horizon. A clearer view of costs. Explore research access for 5, 10 or 20 years, while keeping your investments with your own broker.
Returns are not guaranteed. You could lose some or all of your investment. This is general research, not a personalised recommendation or a managed investment product.
Build your scenario
6% is a starting assumption, not a forecast. Actual returns fluctuate.
Pricing assumptions
A single upfront fee, paid separately from broker capital, is illustrated. Fee frequency, taxes and cancellation terms are not yet confirmed. Broker costs, dividends, inflation and tax are excluded.
0.5% of $1,000.00
Broker value less illustrative access fee
$333.23 net gain / loss
Illustrative broker portfolio value
Early-exit policy illustration
Year 2$1,123.60
$112.36
$1,006.24
Hypothetical only: a 10% charge on withdrawal value before maturity. Finsec does not hold funds or control broker withdrawals. This is not an active research cancellation policy; its basis and applicability require confirmation.
Research here. Invest with your broker.
- 01 · Choose a horizon. Review the reference amount and illustrative fees.
- 02 · Purchase research access when available. Only the access fee is payable to Finsec.
- 03 · Make independent investment decisions. Use your own broker and seek regulated advice where appropriate.
No payments or research delivery are active. Final access terms, cancellation policy and payment approval are required before launch.
Exceptional past winners are not a future promise.
The supplied Stock Advisor excerpt highlights these historical recommendations. Figures below are quoted, not independently verified, and do not describe Finsec performance.
Amazon
AMZN
Quoted recommendation: 6 September 2002
Netflix
NFLX
Quoted recommendation: 17 December 2004
Nvidia
NVDA
Quoted recommendation: 15 April 2005
Tesla
TSLA
Quoted recommendation: 16 November 2012
The excerpt gives conflicting average returns of 936% and 933%, compares them with 212%, and provides no valuation date or complete methodology. Its Netflix and Nvidia $1,000 examples also do not match the listed percentages. These figures are therefore not used in the calculator or converted into 5-, 10- or 20-year forecasts.
Selected winners can omit unsuccessful recommendations. Historical performance does not predict future performance. Company names are identification only; no endorsement or partnership with this research service is implied. Finsec is not affiliated with The Motley Fool.
Source disclosure, as supplied: Stefon Walters holds Visa. The Motley Fool holds and recommends Alphabet, Amazon, Berkshire Hathaway, Mastercard and Visa, and recommends UnitedHealth Group. These are third-party disclosures, not Finsec holdings or recommendations.
Finsec Associates Ltd is not authorised or regulated by the FCA or SEC. Research access does not include custody, trade execution, personalised investment advice, options trading or a guaranteed-return system.