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 (-0,04 %)
-Broadcom $AVGO
-Waste Management $WM
-Zoetis $ZTS
-Kawasaki Heavy $7012 (-0,09 %)
-Intuitive $ISRG (+0,05 %)
-Chipotle $CMG
-Amgen $AMGN
-Crowdstrike Hldg $CRWD
-Vistra Corp $VST
-Constellation PA $CEG
-Amphenol $APH (+0,49 %)
-Nestle $NESN (-0,41 %)
-Monster Beverage $MNST (+0,01 %) (I love Monster)
-AMD $AMD (+0,36 %)
-Palo Alto Networks $PANW (+0,2 %)
-Contemporary Amperex $3750 (+0,92 %)
-Albermale $ALB
-Synopsys $SNPS (+0,44 %)
-Taiwan Semiconductor $TSM (+0,44 %)
-Datadog $DDOG (-0,01 %)
-Itochu $8001 (+5,85 %)
-Eaton $ETN (+0,36 %)
-Procter&Gamble $PG (+0,07 %)
-Pepsico $PEP (-0,09 %)
-Coca Cola $KO
-Hims&Hers $HIMS (+0,42 %)
-Kraken Robotics $PNG
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+0,36 %) and $BTC (+0,69 %) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.