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 (-0.33%)
-Broadcom $AVGO (-2.31%)
-Waste Management $WM (+0.43%)
-Zoetis $ZTS (+1.84%)
-Kawasaki Heavy $7012 (-3.41%)
-Intuitive $ISRG (-3.88%)
-Chipotle $CMG (+2.8%)
-Amgen $AMGN (-0.68%)
-Crowdstrike Hldg $CRWD (-2.48%)
-Vistra Corp $VST (+0.44%)
-Constellation PA $CEG (+0.42%)
-Amphenol $APH (-2.59%)
-Nestle $NESN (+2.1%)
-Monster Beverage $MNST (+0.52%) (I love Monster)
-AMD $AMD (-5.15%)
-Palo Alto Networks $PANW (-2.91%)
-Contemporary Amperex $3750 (-1.04%)
-Albermale $ALB (-2.84%)
-Synopsys $SNPS (-2.9%)
-Taiwan Semiconductor $TSM (-3.38%)
-Datadog $DDOG (-8.43%)
-Itochu $8001 (+2.77%)
-Eaton $ETN (-4.28%)
-Procter&Gamble $PG (+0.16%)
-Pepsico $PEP (+1.38%)
-Coca Cola $KO (+0.52%)
-Hims&Hers $HIMS (-4.33%)
-Kraken Robotics $PNG (-0.91%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-1.23%) and $BTC (+0.21%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.