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 (+2.26%)
-Broadcom $AVGO (-0.09%)
-Waste Management $WM (-1.23%)
-Zoetis $ZTS (+0.47%)
-Kawasaki Heavy $7012 (+1.03%)
-Intuitive $ISRG (+2.05%)
-Chipotle $CMG (+0.25%)
-Amgen $AMGN (+0.12%)
-Crowdstrike Hldg $CRWD (-1.43%)
-Vistra Corp $VST (+3.34%)
-Constellation PA $CEG (+1.15%)
-Amphenol $APH (+2.18%)
-Nestle $NESN (+1.31%)
-Monster Beverage $MNST (+0.51%) (I love Monster)
-AMD $AMD (+2.17%)
-Palo Alto Networks $PANW (-1.34%)
-Contemporary Amperex $3750 (-4.06%)
-Albermale $ALB (-0.09%)
-Synopsys $SNPS (-0.07%)
-Taiwan Semiconductor $TSM (+1.9%)
-Datadog $DDOG (+0.11%)
-Itochu $8001 (-2.03%)
-Eaton $ETN (-0.2%)
-Procter&Gamble $PG (+0.27%)
-Pepsico $PEP (-0.67%)
-Coca Cola $KO (-0.68%)
-Hims&Hers $HIMS (+0.47%)
-Kraken Robotics $PNG (-3.81%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+0.67%) and $BTC (+2.72%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.