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 (+2.92%)
-Broadcom $AVGO (-0.55%)
-Waste Management $WM (+2.53%)
-Zoetis $ZTS (+2.79%)
-Kawasaki Heavy $7012 (+1.37%)
-Intuitive $ISRG (-0.59%)
-Chipotle $CMG (+4.72%)
-Amgen $AMGN (+4.12%)
-Crowdstrike Hldg $CRWD (+1.3%)
-Vistra Corp $VST (+2.46%)
-Constellation PA $CEG (+0.5%)
-Amphenol $APH (+1.41%)
-Nestle $NESN (-1.1%)
-Monster Beverage $MNST (+0.2%) (I love Monster)
-AMD $AMD (+8.62%)
-Palo Alto Networks $PANW (-0.89%)
-Contemporary Amperex $3750 (+0.19%)
-Albermale $ALB (+4.93%)
-Synopsys $SNPS (+2.72%)
-Taiwan Semiconductor $TSM (+0.36%)
-Datadog $DDOG (+5.99%)
-Itochu $8001 (+1.7%)
-Eaton $ETN (+0.7%)
-Procter&Gamble $PG (-0.41%)
-Pepsico $PEP (-0.4%)
-Coca Cola $KO (+0.31%)
-Hims&Hers $HIMS (-5.36%)
-Kraken Robotics $PNG (-0.05%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+1.82%) and $BTC (+1.9%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.