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 (-0.72%)
-Broadcom $AVGO (-1.32%)
-Waste Management $WM (-0.28%)
-Zoetis $ZTS (-0.2%)
-Kawasaki Heavy $7012 (-5.56%)
-Intuitive $ISRG (-0.74%)
-Chipotle $CMG (+0.05%)
-Amgen $AMGN (-0.36%)
-Crowdstrike Hldg $CRWD (-0.52%)
-Vistra Corp $VST (-2.3%)
-Constellation PA $CEG (-1.09%)
-Amphenol $APH (-0.32%)
-Nestle $NESN (-0.73%)
-Monster Beverage $MNST (-0.24%) (I love Monster)
-AMD $AMD (-1.9%)
-Palo Alto Networks $PANW (-0.76%)
-Contemporary Amperex $3750 (+1.33%)
-Albermale $ALB (-3.72%)
-Synopsys $SNPS (-1.27%)
-Taiwan Semiconductor $TSM (-1.9%)
-Datadog $DDOG (-0.49%)
-Itochu $8001 (-3.59%)
-Eaton $ETN (-1.13%)
-Procter&Gamble $PG (-0.13%)
-Pepsico $PEP (+0.81%)
-Coca Cola $KO (-0.07%)
-Hims&Hers $HIMS (-1.41%)
-Kraken Robotics $PNG (-0.09%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-1.04%) and $BTC (-1.62%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.