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 (-1,74 %)
-Broadcom $AVGO (+0,03 %)
-Waste Management $WM (-0,03 %)
-Zoetis $ZTS (+1,36 %)
-Kawasaki Heavy $7012 (-0,34 %)
-Intuitive $ISRG (+0,29 %)
-Chipotle $CMG (-3,14 %)
-Amgen $AMGN (-0,54 %)
-Crowdstrike Hldg $CRWD (+2,97 %)
-Vistra Corp $VST (-0,94 %)
-Constellation PA $CEG (-0,95 %)
-Amphenol $APH (+0,48 %)
-Nestle $NESN (-2,1 %)
-Monster Beverage $MNST (+0,22 %) (I love Monster)
-AMD $AMD (-2,55 %)
-Palo Alto Networks $PANW (+1,58 %)
-Contemporary Amperex $3750 (-0,32 %)
-Albermale $ALB (-0,2 %)
-Synopsys $SNPS (+4,1 %)
-Taiwan Semiconductor $TSM (-0,21 %)
-Datadog $DDOG (-2,32 %)
-Itochu $8001 (-0,27 %)
-Eaton $ETN (+6,9 %)
-Procter&Gamble $PG (+0,08 %)
-Pepsico $PEP (-0,38 %)
-Coca Cola $KO (+0,1 %)
-Hims&Hers $HIMS (+2,22 %)
-Kraken Robotics $PNG (+1,19 %)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+0 %) and $BTC (+1,14 %) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.