5Mon·

Investment decisions

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 (+0.21%)

-Broadcom $AVGO (+1.49%)

-Waste Management $WM (+0.35%)

-Zoetis $ZTS (+0.06%)

-Kawasaki Heavy $7012 (+6.04%)

-Intuitive $ISRG (+0.42%)

-Chipotle $CMG (+0.53%)

-Amgen $AMGN (-0.31%)

-Crowdstrike Hldg $CRWD (+0.36%)

-Vistra Corp $VST (+0.57%)

-Constellation PA $CEG (+0.45%)

-Amphenol $APH (+0.42%)

-Nestle $NESN (+0.67%)

-Monster Beverage $MNST (+0.36%) (I love Monster)

-AMD $AMD (+3.09%)

-Palo Alto Networks $PANW (+0.3%)

-Contemporary Amperex $3750 (-0.95%)

-Albermale $ALB (+0.98%)

-Synopsys $SNPS (+0.06%)

-Taiwan Semiconductor $TSM (+1.43%)

-Datadog $DDOG (+0.7%)

-Itochu $8001 (+0.86%)

-Eaton $ETN (+0.56%)

-Procter&Gamble $PG (+0.14%)

-Pepsico $PEP (+0.02%)

-Coca Cola $KO (-0.04%)

-Hims&Hers $HIMS (+0.48%)

-Kraken Robotics $PNG (-1.45%)

etc.

There are so many interesting titles that you can easily be overwhelmed.^^


At the moment mainly the $VWRL (+0.43%) and $BTC (-1.12%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).


I look forward to your opinion.

14Positions
€58,880.41
13.67%
10
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