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 (+2.79%)
-Broadcom $AVGO (+0.09%)
-Waste Management $WM (+1.19%)
-Zoetis $ZTS (+4.02%)
-Kawasaki Heavy $7012 (-1.46%)
-Intuitive $ISRG (+2.11%)
-Chipotle $CMG (+2.58%)
-Amgen $AMGN (-0.31%)
-Crowdstrike Hldg $CRWD (-3.4%)
-Vistra Corp $VST (-1.2%)
-Constellation PA $CEG (-0.69%)
-Amphenol $APH (-1.44%)
-Nestle $NESN (-0.14%)
-Monster Beverage $MNST (+0.7%) (I love Monster)
-AMD $AMD (-1.13%)
-Palo Alto Networks $PANW (-2.06%)
-Contemporary Amperex $3750 (+1.28%)
-Albermale $ALB (+2%)
-Synopsys $SNPS (-3.47%)
-Taiwan Semiconductor $TSM (-1.77%)
-Datadog $DDOG (-1.92%)
-Itochu $8001 (+0.86%)
-Eaton $ETN (-2.35%)
-Procter&Gamble $PG (+0.85%)
-Pepsico $PEP (+1.32%)
-Coca Cola $KO (+1.15%)
-Hims&Hers $HIMS (-7.63%)
-Kraken Robotics $PNG (-1.93%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+0.37%) and $BTC (-1.23%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.