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 (+2,42 %)
-Waste Management $WM (+0,16 %)
-Zoetis $ZTS (+0,88 %)
-Kawasaki Heavy $7012 (-1,8 %)
-Intuitive $ISRG (+0,38 %)
-Chipotle $CMG (+0 %)
-Amgen $AMGN (+0,68 %)
-Crowdstrike Hldg $CRWD (-0,08 %)
-Vistra Corp $VST (+1,52 %)
-Constellation PA $CEG (+1,56 %)
-Amphenol $APH (+1,85 %)
-Nestle $NESN (-0,47 %)
-Monster Beverage $MNST (+0,1 %) (I love Monster)
-AMD $AMD (+2,31 %)
-Palo Alto Networks $PANW (+0,01 %)
-Contemporary Amperex $3750 (+0,73 %)
-Albermale $ALB (+1,79 %)
-Synopsys $SNPS (+0,37 %)
-Taiwan Semiconductor $TSM (+1,19 %)
-Datadog $DDOG (-0,2 %)
-Itochu $8001 (+1,33 %)
-Eaton $ETN (+1,77 %)
-Procter&Gamble $PG (+0,21 %)
-Pepsico $PEP (+0,25 %)
-Coca Cola $KO (+0,12 %)
-Hims&Hers $HIMS (+1,81 %)
-Kraken Robotics $PNG (+1,82 %)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+0,4 %) and $BTC (-0,01 %) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.