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 (-1,08 %)
-Broadcom $AVGO (+4,62 %)
-Waste Management $WM (-1,16 %)
-Zoetis $ZTS (-1,54 %)
-Kawasaki Heavy $7012 (-1,94 %)
-Intuitive $ISRG (-3,34 %)
-Chipotle $CMG (-2,58 %)
-Amgen $AMGN (+0,09 %)
-Crowdstrike Hldg $CRWD (-2,06 %)
-Vistra Corp $VST (-1,11 %)
-Constellation PA $CEG (+1,81 %)
-Amphenol $APH (-0,17 %)
-Nestle $NESN (-1,49 %)
-Monster Beverage $MNST (-1,84 %) (I love Monster)
-AMD $AMD (-0,4 %)
-Palo Alto Networks $PANW (-4,95 %)
-Contemporary Amperex $3750 (-3,6 %)
-Albermale $ALB (+0,15 %)
-Synopsys $SNPS (-0,52 %)
-Taiwan Semiconductor $TSM (+0,66 %)
-Datadog $DDOG (+1,9 %)
-Itochu $8001 (-0,24 %)
-Eaton $ETN (+0,47 %)
-Procter&Gamble $PG (-2,76 %)
-Pepsico $PEP (-2,02 %)
-Coca Cola $KO (-1,05 %)
-Hims&Hers $HIMS (+0,06 %)
-Kraken Robotics $PNG (-0,27 %)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-0,5 %) and $BTC (-2,1 %) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.