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 (-0,66 %)
-Broadcom $AVGO (-1,01 %)
-Waste Management $WM (-0,2 %)
-Zoetis $ZTS (-2,14 %)
-Kawasaki Heavy $7012 (-5,42 %)
-Intuitive $ISRG (-0,27 %)
-Chipotle $CMG (-1,3 %)
-Amgen $AMGN (-0,12 %)
-Crowdstrike Hldg $CRWD (-1,2 %)
-Vistra Corp $VST (-1,13 %)
-Constellation PA $CEG (-2,07 %)
-Amphenol $APH (-2,6 %)
-Nestle $NESN (-0,27 %)
-Monster Beverage $MNST (+0,24 %) (I love Monster)
-AMD $AMD (-1,04 %)
-Palo Alto Networks $PANW (-0,79 %)
-Contemporary Amperex $3750 (+0,38 %)
-Albermale $ALB (-6,22 %)
-Synopsys $SNPS (-0,53 %)
-Taiwan Semiconductor $TSM (-1,7 %)
-Datadog $DDOG (-2,12 %)
-Itochu $8001 (-3,85 %)
-Eaton $ETN (-3,49 %)
-Procter&Gamble $PG (-0,47 %)
-Pepsico $PEP (-0,32 %)
-Coca Cola $KO (-0,37 %)
-Hims&Hers $HIMS (-0,69 %)
-Kraken Robotics $PNG (-2 %)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-1,43 %) and $BTC (-2,27 %) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.