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 (-0.7%)
-Broadcom $AVGO (-0.08%)
-Waste Management $WM (+0.16%)
-Zoetis $ZTS (+1.8%)
-Kawasaki Heavy $7012 (-5.71%)
-Intuitive $ISRG (-0.71%)
-Chipotle $CMG (+0.09%)
-Amgen $AMGN (+1.06%)
-Crowdstrike Hldg $CRWD (+1.87%)
-Vistra Corp $VST (+4.9%)
-Constellation PA $CEG (+2.92%)
-Amphenol $APH (+6.05%)
-Nestle $NESN (+0.12%)
-Monster Beverage $MNST (+0.54%) (I love Monster)
-AMD $AMD (+4.14%)
-Palo Alto Networks $PANW (+3.24%)
-Contemporary Amperex $3750 (+2.16%)
-Albermale $ALB (+1.37%)
-Synopsys $SNPS (+4.39%)
-Taiwan Semiconductor $TSM (-0.57%)
-Datadog $DDOG (+1.91%)
-Itochu $8001 (+0.43%)
-Eaton $ETN (+2.76%)
-Procter&Gamble $PG (+0.1%)
-Pepsico $PEP (+1.26%)
-Coca Cola $KO (+0.24%)
-Hims&Hers $HIMS (-1.35%)
-Kraken Robotics $PNG (-5%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+0.3%) and $BTC (+1.22%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.