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 (+0,3 %)
-Broadcom $AVGO (+2,85 %)
-Waste Management $WM (+0,19 %)
-Zoetis $ZTS (+0,88 %)
-Kawasaki Heavy $7012 (-2,29 %)
-Intuitive $ISRG (+0,22 %)
-Chipotle $CMG (-0,27 %)
-Amgen $AMGN (+0,69 %)
-Crowdstrike Hldg $CRWD (+0,24 %)
-Vistra Corp $VST (+1,65 %)
-Constellation PA $CEG (+1,57 %)
-Amphenol $APH (+1,72 %)
-Nestle $NESN (-0,48 %)
-Monster Beverage $MNST (+0,17 %) (I love Monster)
-AMD $AMD (+2,97 %)
-Palo Alto Networks $PANW (+0,1 %)
-Contemporary Amperex $3750 (+0,7 %)
-Albermale $ALB (-0,1 %)
-Synopsys $SNPS (+0,12 %)
-Taiwan Semiconductor $TSM (+1,12 %)
-Datadog $DDOG (-0,66 %)
-Itochu $8001 (+1,28 %)
-Eaton $ETN (+1,82 %)
-Procter&Gamble $PG (+0,24 %)
-Pepsico $PEP (+0,05 %)
-Coca Cola $KO (+0,11 %)
-Hims&Hers $HIMS (+2,28 %)
-Kraken Robotics $PNG (+3,92 %)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+0,56 %) and $BTC (+0,16 %) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.