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 (+1.97%)
-Broadcom $AVGO (+1.57%)
-Waste Management $WM (-1.64%)
-Zoetis $ZTS (-0.46%)
-Kawasaki Heavy $7012 (+1.69%)
-Intuitive $ISRG (+2.07%)
-Chipotle $CMG (-0.6%)
-Amgen $AMGN (+2.03%)
-Crowdstrike Hldg $CRWD (+4.88%)
-Vistra Corp $VST (+0.45%)
-Constellation PA $CEG (+3.08%)
-Amphenol $APH (+4.54%)
-Nestle $NESN (+0.96%)
-Monster Beverage $MNST (-2.26%) (I love Monster)
-AMD $AMD (+10.57%)
-Palo Alto Networks $PANW (+1.54%)
-Contemporary Amperex $3750 (-0.36%)
-Albermale $ALB (+1.99%)
-Synopsys $SNPS (+4.17%)
-Taiwan Semiconductor $TSM (+2.92%)
-Datadog $DDOG (+6.93%)
-Itochu $8001 (+2.1%)
-Eaton $ETN (+3.14%)
-Procter&Gamble $PG (+0.04%)
-Pepsico $PEP (+0.02%)
-Coca Cola $KO (-0.71%)
-Hims&Hers $HIMS (+4.6%)
-Kraken Robotics $PNG (+0.35%)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+1.5%) and $BTC (+7.93%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.