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 (+2.86%)
-Broadcom $AVGO (+1.69%)
-Waste Management $WM (+0.33%)
-Zoetis $ZTS (-0.51%)
-Kawasaki Heavy $7012 (+1.53%)
-Intuitive $ISRG (+6.52%)
-Chipotle $CMG (+0.93%)
-Amgen $AMGN (-1.53%)
-Crowdstrike Hldg $CRWD (+7.36%)
-Vistra Corp $VST (+5.28%)
-Constellation PA $CEG (+4.21%)
-Amphenol $APH (+2.39%)
-Nestle $NESN (-0.19%)
-Monster Beverage $MNST (-2.97%) (I love Monster)
-AMD $AMD (+2.82%)
-Palo Alto Networks $PANW (+5.42%)
-Contemporary Amperex $3750 (-0.46%)
-Albermale $ALB (+1.67%)
-Synopsys $SNPS (+1.56%)
-Taiwan Semiconductor $TSM (+0.86%)
-Datadog $DDOG (+3.88%)
-Itochu $8001 (-2.22%)
-Eaton $ETN (+5.79%)
-Procter&Gamble $PG (+1.35%)
-Pepsico $PEP (+0.56%)
-Coca Cola $KO (-1.24%)
-Hims&Hers $HIMS (+11.88%)
-Kraken Robotics $PNG (+0.83%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+1.34%) and $BTC (-0.49%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.