11 UK Shares I'm Holding Forever

The Compounding Investor
The Compounding InvestorApr 18, 2026

Why It Matters

It shows how a carefully chosen, dividend‑rich UK stock basket can outperform broad market indices, highlighting both the upside potential and the heightened single‑stock risk for long‑term investors.

Key Takeaways

  • Tesco serves as dividend‑focused “goalkeeper” with stable cash flow.
  • Utilities National Grid, SSE, United Utilities anchor defensive, low‑volatility holdings.
  • BAE Systems and HSBC act as high‑growth, dividend‑raising midfielders.
  • Shell and BP provide upside as volatile “striker” oil‑energy picks.
  • Combined 11‑stock portfolio outperformed FTSE 100, S&P 500, and global ETFs.

Summary

The video presents a personal "dream team" of eleven FTSE 100 stocks the creator would hold indefinitely, using a 4‑4‑2 soccer formation to illustrate each company’s role. He categorises the selections into a goalkeeper, four defenders, midfielders, and two strikers, emphasizing capital preservation, dividend reliability, and growth potential. Key insights include detailed performance metrics: Tesco’s 112% five‑year gain and 2.9% dividend yield; utilities like National Grid (66% rise, 3.6% yield) and United Utilities (47% rise, 3.8% yield) as defensive anchors; BAE Systems’ 350% surge and HSBC’s 200% rise with solid yields; and oil majors Shell and BP delivering 151% and 104% gains respectively. The combined portfolio achieved a 123.5% price increase and a 3.3% dividend yield, outperforming a FTSE 100 ETF (54% rise, 3% yield), the S&P 500 ETF (66% rise, 1% yield) and a global ETF (48% rise, 1.4% yield). Notable examples highlight dividend growth: Tesco’s payout rose from 3p to 15p per share over nine years, and HSBC’s dividend has risen each year since 2020. The presenter also cites personal dividend earnings, such as £14,191 from BP since 2011, underscoring the cash‑flow benefits of his selections. The implication is that a concentrated, dividend‑focused UK equity basket can materially beat broad market indices, but the creator cautions that individual‑stock risk is higher and past performance does not guarantee future results, making the strategy suitable only for investors comfortable with that risk.

Original Description

In this video I reveal the 11 FTSE 100 shares I intend to hold in my dividend portfolio forever.
//Freebies and Special Offers
With these affiliate links you and I should both receive a small benefit, which really helps this channel. Please check the Terms and Condition (T&Cs) of the company as offers change.
💸Trading 212
To get a free fractional share worth up to £100, you can open an account with Trading 212 through the link below. Terms apply.
💸Octopus Energy
Britain’s most awarded energy supplier, £50 credit for signing up subject to their T&Cs. https://share.octopus.energy/lemon-sun-373
💸Lightyear
Sign up and fund your account to get £10 to invest in any stock. T&Cs apply https://www.golightyear.com/go/fiona558
💸American Express Platinum Cashback EveryDay Credit Card
Receive £10 cashback when you initially spend £1 on the card. https://americanexpress.com/en-gb/referral/fIONAM2gqd?XL=MIMNS
💸Top Cashback
The UK’s no 1 cashback website, get a sign-up bonus subject to their T&Cs. https://www.topcashback.co.uk/ref/compounder
Disclaimer
When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results. The information in this video and on this channel is not investment advice. Do your own research.

Comments

Want to join the conversation?

Loading comments...