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 (-2,85 %)
-Broadcom $AVGO (+1 %)
-Waste Management $WM (-1,87 %)
-Zoetis $ZTS (-1,67 %)
-Kawasaki Heavy $7012 (-1,76 %)
-Intuitive $ISRG (-1,15 %)
-Chipotle $CMG (-5,28 %)
-Amgen $AMGN (-4,43 %)
-Crowdstrike Hldg $CRWD (+4,75 %)
-Vistra Corp $VST (+1,96 %)
-Constellation PA $CEG (+2,98 %)
-Amphenol $APH (-3,6 %)
-Nestle $NESN (-1,05 %)
-Monster Beverage $MNST (-3,04 %) (I love Monster)
-AMD $AMD (-2,47 %)
-Palo Alto Networks $PANW (+2,01 %)
-Contemporary Amperex $3750 (+4,5 %)
-Albermale $ALB (-3,21 %)
-Synopsys $SNPS (+2,6 %)
-Taiwan Semiconductor $TSM (+2,24 %)
-Datadog $DDOG (+9,57 %)
-Itochu $8001 (+0,33 %)
-Eaton $ETN (-2,5 %)
-Procter&Gamble $PG (-2,38 %)
-Pepsico $PEP (-2,28 %)
-Coca Cola $KO (-0,25 %)
-Hims&Hers $HIMS (+0,43 %)
-Kraken Robotics $PNG (-2,19 %)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-0,1 %) and $BTC (+0,65 %) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.