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 (-1,03 %)
-Broadcom $AVGO (-1,4 %)
-Waste Management $WM (-0,14 %)
-Zoetis $ZTS (-1,23 %)
-Kawasaki Heavy $7012 (-4,59 %)
-Intuitive $ISRG (-1,13 %)
-Chipotle $CMG (-1,74 %)
-Amgen $AMGN (-0,06 %)
-Crowdstrike Hldg $CRWD (-0,52 %)
-Vistra Corp $VST (-1,56 %)
-Constellation PA $CEG (-1,94 %)
-Amphenol $APH (-2,59 %)
-Nestle $NESN (-0,35 %)
-Monster Beverage $MNST (+0,24 %) (I love Monster)
-AMD $AMD (-1,6 %)
-Palo Alto Networks $PANW (-0,74 %)
-Contemporary Amperex $3750 (+0,19 %)
-Albermale $ALB (-4,14 %)
-Synopsys $SNPS (-0,81 %)
-Taiwan Semiconductor $TSM (-2,12 %)
-Datadog $DDOG (-1,5 %)
-Itochu $8001 (-3,07 %)
-Eaton $ETN (-3,19 %)
-Procter&Gamble $PG (-0,65 %)
-Pepsico $PEP (-0,26 %)
-Coca Cola $KO (-0,3 %)
-Hims&Hers $HIMS (-0,13 %)
-Kraken Robotics $PNG (+1,73 %)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (-1,24 %) and $BTC (-2,38 %) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.