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 (-1,34 %)
-Broadcom $AVGO (+1,41 %)
-Waste Management $WM (-0,86 %)
-Zoetis $ZTS (-3,35 %)
-Kawasaki Heavy $7012 (+0,47 %)
-Intuitive $ISRG (-1,32 %)
-Chipotle $CMG (-1,04 %)
-Amgen $AMGN (+1,64 %)
-Crowdstrike Hldg $CRWD (+0,15 %)
-Vistra Corp $VST (+12 %)
-Constellation PA $CEG (+6,09 %)
-Amphenol $APH (+4,95 %)
-Nestle $NESN (-1,51 %)
-Monster Beverage $MNST (-2,91 %) (I love Monster)
-AMD $AMD (+9,62 %)
-Palo Alto Networks $PANW (+1,08 %)
-Contemporary Amperex $3750 (+0,68 %)
-Albermale $ALB (+1,74 %)
-Synopsys $SNPS (+3,34 %)
-Taiwan Semiconductor $TSM (+6,69 %)
-Datadog $DDOG (+4,3 %)
-Itochu $8001 (-2,66 %)
-Eaton $ETN (+5,95 %)
-Procter&Gamble $PG (-0,21 %)
-Pepsico $PEP (-0,18 %)
-Coca Cola $KO (+0,81 %)
-Hims&Hers $HIMS (+9,93 %)
-Kraken Robotics $PNG (+0,58 %)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+1,42 %) and $BTC (+0,11 %) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.