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 (+1.07%)
-Broadcom $AVGO (-0.8%)
-Waste Management $WM (+0.71%)
-Zoetis $ZTS (+0.91%)
-Kawasaki Heavy $7012 (+7.79%)
-Intuitive $ISRG (+0.92%)
-Chipotle $CMG (-2.44%)
-Amgen $AMGN (-3.01%)
-Crowdstrike Hldg $CRWD (+1.47%)
-Vistra Corp $VST (+4.43%)
-Constellation PA $CEG (-0.15%)
-Amphenol $APH (-0.07%)
-Nestle $NESN (+0.54%)
-Monster Beverage $MNST (-1.26%) (I love Monster)
-AMD $AMD (-0.83%)
-Palo Alto Networks $PANW (-0.29%)
-Contemporary Amperex $3750 (+5.79%)
-Albermale $ALB (+2.42%)
-Synopsys $SNPS (+0.25%)
-Taiwan Semiconductor $TSM (+1.84%)
-Datadog $DDOG (+12.39%)
-Itochu $8001 (+3.82%)
-Eaton $ETN (+0.3%)
-Procter&Gamble $PG (+1.54%)
-Pepsico $PEP (+0.18%)
-Coca Cola $KO (-1.51%)
-Hims&Hers $HIMS (-8.71%)
-Kraken Robotics $PNG (+1.2%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+0.17%) and $BTC (+0.49%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.