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 (-2,93 %)
-Broadcom $AVGO (-4,04 %)
-Waste Management $WM (+1,54 %)
-Zoetis $ZTS (+1,03 %)
-Kawasaki Heavy $7012 (+4,57 %)
-Intuitive $ISRG (-0,56 %)
-Chipotle $CMG (-2,66 %)
-Amgen $AMGN (-0,71 %)
-Crowdstrike Hldg $CRWD (-6,72 %)
-Vistra Corp $VST (-1,71 %)
-Constellation PA $CEG (-1,66 %)
-Amphenol $APH (-1,91 %)
-Nestle $NESN (+2,23 %)
-Monster Beverage $MNST (+1,09 %) (I love Monster)
-AMD $AMD (-5,46 %)
-Palo Alto Networks $PANW (-8,17 %)
-Contemporary Amperex $3750 (-1,94 %)
-Albermale $ALB (-3,02 %)
-Synopsys $SNPS (-3,7 %)
-Taiwan Semiconductor $TSM (-2,13 %)
-Datadog $DDOG (-7,38 %)
-Itochu $8001 (+3 %)
-Eaton $ETN (-3,4 %)
-Procter&Gamble $PG (+1,17 %)
-Pepsico $PEP (+1,98 %)
-Coca Cola $KO (+2,07 %)
-Hims&Hers $HIMS (-4,04 %)
-Kraken Robotics $PNG (+2,39 %)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-1,04 %) and $BTC (+0,01 %) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.