Dear Getquinners,
I would be interested in your opinion again.
I would like to expand my portfolio with a few shares in the long term.
Long-term investment is my goal with good growth (target at least 10-12% annually), dividends are nice but not a must, may also have some risk (of course the position size will be adjusted accordingly).
Which positions would you punch (Austrian for sell🤣) from the existing ones in the portfolio or just add to them?
Stocks that I find interesting as additions:
-Netflix $NFLX (-2.85%)
-Broadcom $AVGO (+1%)
-Waste Management $WM (-1.87%)
-Zoetis $ZTS (-1.67%)
-Kawasaki Heavy $7012 (-1.76%)
-Intuitive $ISRG (-1.15%)
-Chipotle $CMG (-5.28%)
-Amgen $AMGN (-4.43%)
-Crowdstrike Hldg $CRWD (+4.75%)
-Vistra Corp $VST (+1.96%)
-Constellation PA $CEG (+2.98%)
-Amphenol $APH (-3.6%)
-Nestle $NESN (-1.05%)
-Monster Beverage $MNST (-3.04%) (I love Monster)
-AMD $AMD (-2.47%)
-Palo Alto Networks $PANW (+2.01%)
-Contemporary Amperex $3750 (+4.5%)
-Albermale $ALB (-3.21%)
-Synopsys $SNPS (+2.6%)
-Taiwan Semiconductor $TSM (+2.24%)
-Datadog $DDOG (+9.57%)
-Itochu $8001 (+0.33%)
-Eaton $ETN (-2.5%)
-Procter&Gamble $PG (-2.38%)
-Pepsico $PEP (-2.28%)
-Coca Cola $KO (-0.25%)
-Hims&Hers $HIMS (+0.43%)
-Kraken Robotics $PNG (-2.19%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-0.1%) and $BTC (-0.13%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.