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 (+1,79 %)
-Broadcom $AVGO (+0,52 %)
-Waste Management $WM (-0,12 %)
-Zoetis $ZTS (+0,27 %)
-Kawasaki Heavy $7012 (+1,02 %)
-Intuitive $ISRG (+1,2 %)
-Chipotle $CMG (-0,16 %)
-Amgen $AMGN (-1,21 %)
-Crowdstrike Hldg $CRWD (-1,35 %)
-Vistra Corp $VST (+0,92 %)
-Constellation PA $CEG (-0,43 %)
-Amphenol $APH (+4,86 %)
-Nestle $NESN (-0,12 %)
-Monster Beverage $MNST (+0,16 %) (I love Monster)
-AMD $AMD (+2,37 %)
-Palo Alto Networks $PANW (-2,61 %)
-Contemporary Amperex $3750 (-2,4 %)
-Albermale $ALB (-3,46 %)
-Synopsys $SNPS (+0,59 %)
-Taiwan Semiconductor $TSM (+1,08 %)
-Datadog $DDOG (-0,31 %)
-Itochu $8001 (+1,64 %)
-Eaton $ETN (+4,31 %)
-Procter&Gamble $PG (+1,58 %)
-Pepsico $PEP (-0,13 %)
-Coca Cola $KO (+0,71 %)
-Hims&Hers $HIMS (-0,08 %)
-Kraken Robotics $PNG (-4,79 %)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+0,91 %) and $BTC (+0,54 %) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.