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 (-0,48 %)
-Broadcom $AVGO (+0,74 %)
-Waste Management $WM (-0,78 %)
-Zoetis $ZTS (+3,11 %)
-Kawasaki Heavy $7012 (-2,24 %)
-Intuitive $ISRG (+1,19 %)
-Chipotle $CMG (+4,73 %)
-Amgen $AMGN (+1,49 %)
-Crowdstrike Hldg $CRWD (+0,01 %)
-Vistra Corp $VST (-1,88 %)
-Constellation PA $CEG (+0,08 %)
-Amphenol $APH (+2,31 %)
-Nestle $NESN (+0,64 %)
-Monster Beverage $MNST (+0,34 %) (I love Monster)
-AMD $AMD (+0,7 %)
-Palo Alto Networks $PANW (+2,15 %)
-Contemporary Amperex $3750 (+2,75 %)
-Albermale $ALB (+7,17 %)
-Synopsys $SNPS (-0,37 %)
-Taiwan Semiconductor $TSM (+0,7 %)
-Datadog $DDOG (+0,25 %)
-Itochu $8001 (+2,07 %)
-Eaton $ETN (+0,91 %)
-Procter&Gamble $PG (+1,22 %)
-Pepsico $PEP (+0,9 %)
-Coca Cola $KO (+0,47 %)
-Hims&Hers $HIMS (+5,72 %)
-Kraken Robotics $PNG (+2,49 %)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+0,53 %) and $BTC (-1,96 %) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.