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 (+0,4 %)
-Broadcom $AVGO (-2,47 %)
-Waste Management $WM (-0,01 %)
-Zoetis $ZTS (-0,18 %)
-Kawasaki Heavy $7012 (-5,39 %)
-Intuitive $ISRG (-0,26 %)
-Chipotle $CMG (+1,76 %)
-Amgen $AMGN (-0,15 %)
-Crowdstrike Hldg $CRWD (-4,09 %)
-Vistra Corp $VST (-12,12 %)
-Constellation PA $CEG (-9,72 %)
-Amphenol $APH (-2,33 %)
-Nestle $NESN (-0,79 %)
-Monster Beverage $MNST (-0,63 %) (I love Monster)
-AMD $AMD (-0,81 %)
-Palo Alto Networks $PANW (-3,87 %)
-Contemporary Amperex $3750 (+5,4 %)
-Albermale $ALB (-3,53 %)
-Synopsys $SNPS (-0,93 %)
-Taiwan Semiconductor $TSM (-2,9 %)
-Datadog $DDOG (-3,17 %)
-Itochu $8001 (-0,75 %)
-Eaton $ETN (-0,02 %)
-Procter&Gamble $PG (+0,45 %)
-Pepsico $PEP (-1,29 %)
-Coca Cola $KO (-0,81 %)
-Hims&Hers $HIMS (-7,7 %)
-Kraken Robotics $PNG (-3,03 %)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-1,44 %) and $BTC (-2,55 %) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.