2Mon·

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 (+0.31%)

-Broadcom $AVGO (+0.57%)

-Waste Management $WM (+0.09%)

-Zoetis $ZTS (+0.52%)

-Kawasaki Heavy $7012 (-1.06%)

-Intuitive $ISRG (-0.1%)

-Chipotle $CMG (+0.56%)

-Amgen $AMGN (-0.52%)

-Crowdstrike Hldg $CRWD (+0.54%)

-Vistra Corp $VST (+1.76%)

-Constellation PA $CEG (+0.57%)

-Amphenol $APH (+1.29%)

-Nestle $NESN (+0.46%)

-Monster Beverage $MNST (+0.08%) (I love Monster)

-AMD $AMD (+1.59%)

-Palo Alto Networks $PANW (+0.81%)

-Contemporary Amperex $3750 (-2.25%)

-Albermale $ALB (+1.77%)

-Synopsys $SNPS (+0.44%)

-Taiwan Semiconductor $TSM (+0.42%)

-Datadog $DDOG (+0.29%)

-Itochu $8001 (+0.56%)

-Eaton $ETN (+0.82%)

-Procter&Gamble $PG (+0.22%)

-Pepsico $PEP (-0.05%)

-Coca Cola $KO (+0.37%)

-Hims&Hers $HIMS (+1.01%)

-Kraken Robotics $PNG (+0.17%)

etc.

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


At the moment mainly the $VWRL (+0.16%) and $BTC (+1.59%) 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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