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 (-0.39%)
-Broadcom $AVGO (+1.43%)
-Waste Management $WM (-1.18%)
-Zoetis $ZTS (-2.22%)
-Kawasaki Heavy $7012 (+0.3%)
-Intuitive $ISRG (-6.98%)
-Chipotle $CMG (-1.47%)
-Amgen $AMGN (-1.74%)
-Crowdstrike Hldg $CRWD (+11.33%)
-Vistra Corp $VST (-0.14%)
-Constellation PA $CEG (-0.01%)
-Amphenol $APH (+0.57%)
-Nestle $NESN (+0.09%)
-Monster Beverage $MNST (+0.03%) (I love Monster)
-AMD $AMD (+2.25%)
-Palo Alto Networks $PANW (+6.64%)
-Contemporary Amperex $3750 (-0.98%)
-Albermale $ALB (+1.43%)
-Synopsys $SNPS (-2.67%)
-Taiwan Semiconductor $TSM (-0.54%)
-Datadog $DDOG (+3.2%)
-Itochu $8001 (-0.12%)
-Eaton $ETN (+3.17%)
-Procter&Gamble $PG (-1.78%)
-Pepsico $PEP (-2.31%)
-Coca Cola $KO (-1.56%)
-Hims&Hers $HIMS (+1.03%)
-Kraken Robotics $PNG (+1.1%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+0.28%) and $BTC (+3.72%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.