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 (+0,79 %)
-Broadcom $AVGO (+1,73 %)
-Waste Management $WM (-0,36 %)
-Zoetis $ZTS (+1,69 %)
-Kawasaki Heavy $7012 (+6,37 %)
-Intuitive $ISRG (+0,69 %)
-Chipotle $CMG (+0,53 %)
-Amgen $AMGN (+0,62 %)
-Crowdstrike Hldg $CRWD (+0,85 %)
-Vistra Corp $VST (+2,62 %)
-Constellation PA $CEG (+0,93 %)
-Amphenol $APH (+4,47 %)
-Nestle $NESN (+0,47 %)
-Monster Beverage $MNST (+0,59 %) (I love Monster)
-AMD $AMD (+1,83 %)
-Palo Alto Networks $PANW (+1,04 %)
-Contemporary Amperex $3750 (-0,32 %)
-Albermale $ALB (+2,75 %)
-Synopsys $SNPS (+1,27 %)
-Taiwan Semiconductor $TSM (+1,72 %)
-Datadog $DDOG (-0,68 %)
-Itochu $8001 (+0,14 %)
-Eaton $ETN (+2,13 %)
-Procter&Gamble $PG (+0,82 %)
-Pepsico $PEP (-0,22 %)
-Coca Cola $KO (+0,43 %)
-Hims&Hers $HIMS (+2,05 %)
-Kraken Robotics $PNG (+2,96 %)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+0,9 %) and $BTC (+1,69 %) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.