Buy
ROL
ROLLINS INC
Exit26 Aug 2022
Target Profit40.85%
Build long-term wealth by investing in high-quality US companies with durable business models and global leadership. This category identifies fundamentally strong stocks positioned to grow over time. With a two-year holding horizon, investors can benefit from global innovation while also qualifying for long-term capital gains taxation in India.
US Stocks for Long Term is designed for investors who want to participate in the growth of the world’s most powerful companies over an extended period. The United States hosts many of the most innovative and profitable businesses across technology, healthcare, consumer products, and financial services.
This category identifies fundamentally strong US companies that have durable competitive advantages, strong earnings visibility, and leadership in their respective industries. Rather than focusing on short-term market movements, the strategy emphasizes long-term value creation through business growth and global expansion.
For Indian investors exploring international diversification, investing in US stocks provides exposure to companies that operate at a global scale and drive innovation across industries. It is also tax efficient as holding US Stocks for the long term (more than 2 years) attracts only 12.5% long term capital gains tax.
This category is ideal for investors who:
Want global diversification beyond Indian markets
Prefer investing in industry leaders with strong fundamentals
Are comfortable holding investments for longer periods
Seek a structured way to build an international equity portfolio
Tax conscious investor who want to keep their tax liability minimum
The US stock market has historically been home to companies that shape global industries. From technology and artificial intelligence to healthcare and consumer innovation, many of the world’s largest economic drivers originate in the US.
Investing in these companies allows investors to participate in global economic expansion. However, identifying the right companies requires a disciplined approach. This category uses a scientific recommendation framework that evaluates factors such as financial strength, earnings growth, market leadership, and long-term price trends.
Instead of chasing short-term market excitement, the focus is on businesses that have the potential to compound value steadily over time.
Each recommendation in this category is intended to be held for more than two years. This longer horizon allows the investment thesis to unfold and gives companies time to deliver earnings growth and strategic expansion.
There is also an important benefit for Indian investors. When international equities are held for more than 24 months, the gains qualify for long-term capital gains (LTCG) taxation under Indian tax rules. Structuring the strategy around a two-year horizon helps investors potentially benefit from both long-term business growth, rupee depreciation and tax efficiency.
New recommendations are shared periodically when high-conviction opportunities emerge.
Unlike short-term trading strategies, this category focuses on patient capital allocation into high-quality businesses.
It combines:
Exposure to global market leaders
A scientific stock selection framework
A disciplined two-year investment horizon
Potential tax efficiency for Indian investors
For investors looking to build wealth through global markets, US Stocks for Long Term provides a structured and thoughtful approach to long-term international investing.
Success Rate
0%
Based on overall closed calls in the category
Statistics
Annual Return
4.6%
Average Duration
726 Days
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Closed Recommendations
Buy
LBTYK
LIBERTY GLOBAL LTD.
Exit13 Mar 2017
Target Profit-12.55%
Buy
PPL
PPL CORP
Exit03 Jan 2018
Target Profit-7.65%
Buy
CMG
CHIPOTLE MEXICAN GRILL
Exit13 Jun 2022
Target Profit22.98%
Buy
KEY
KEYCORP
Exit10 Mar 2023
Target Profit-37.18%
Buy
IVZ
INVESCO LTD
Exit29 Sep 2022
Target Profit-49.68%
Buy
BBWI
BATH & BODY WORKS INC
Exit15 Mar 2023
Target Profit45.69%
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FAQ’s
We select from large cap companies listed in the S&P 500 and Nasdaq 100 indices. We focus on liquid and fundamentally strong businesses.
On an average you can expect 1-2 high-conviction long term ideas are shared per month, as this category prioritizes quality long-term opportunities rather than frequent trading.
We recommend allocating atleast 5% of your international portfolio per stock to ensure proper diversification. Minimum investment amount per stock should be Rs 50,000.
The maximum stoploss is generally kept around 50%, allowing room for long-term volatility while maintaining disciplined risk management.
Each recommendation is intended to be held for approximately two years, allowing the business fundamentals and investment thesis to play out.
Yes. This category is suitable for beginners who want to start investing in US stocks with a structured long-term approach rather than short-term trading.
Disclaimer
The analyst certifies that all of the views expressed reflect his or her personal views about the subject company or companies and its or their securities, and no part of his or her compensation was, is or will be, directly or indirectly related to specific recommendations or views expressed in this report. The views provided herein are general in nature and do not consider risk appetite or investment objective of any particular investor; readers are requested to take independent professional advice before investing.
Research analyst or his/her relative or Samco Securities’s associates may have long / short positions, financial interest in the subject company or may have interests/ positions, financial or otherwise in the Securities/Currencies and other investment products mentioned.
Samco Securities or its associates have not received any compensation or other benefits from the Subject Company or third party in connection with the research report / public appearance.
Samco Securities, its associates, directors, employees, research analyst (including relatives) may be engaged in any transaction involving such Securities, earn brokerage or compensation or act as a market maker/advisor/lender/borrower to such company(ies) or have other potential/material conflict of interest with respect to any recommendation at the time of public appearance.
For detailed disclaimer, please visit: https://www.samco.in/disclaimer
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