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 (-1,41 %)
-Broadcom $AVGO (-2,34 %)
-Waste Management $WM (+0,31 %)
-Zoetis $ZTS (-1,41 %)
-Kawasaki Heavy $7012 (+1,71 %)
-Intuitive $ISRG (-0,29 %)
-Chipotle $CMG (-0,68 %)
-Amgen $AMGN (+0,55 %)
-Crowdstrike Hldg $CRWD (+0,81 %)
-Vistra Corp $VST (-1,9 %)
-Constellation PA $CEG (-0,12 %)
-Amphenol $APH (-1,63 %)
-Nestle $NESN (+0,7 %)
-Monster Beverage $MNST (-0,12 %) (I love Monster)
-AMD $AMD (-2,09 %)
-Palo Alto Networks $PANW (+0,57 %)
-Contemporary Amperex $3750 (-0,94 %)
-Albermale $ALB (-2,76 %)
-Synopsys $SNPS (-0,92 %)
-Taiwan Semiconductor $TSM (-1,74 %)
-Datadog $DDOG (+0,01 %)
-Itochu $8001 (-1,71 %)
-Eaton $ETN (-0,28 %)
-Procter&Gamble $PG (+0,28 %)
-Pepsico $PEP (+0,92 %)
-Coca Cola $KO (+0,41 %)
-Hims&Hers $HIMS (-0,83 %)
-Kraken Robotics $PNG (-5,31 %)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-1,2 %) and $BTC (+1,86 %) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.