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 (-0,44 %)
-Broadcom $AVGO (+0,93 %)
-Waste Management $WM (-1,16 %)
-Zoetis $ZTS (-1,91 %)
-Kawasaki Heavy $7012 (+0,41 %)
-Intuitive $ISRG (-7,11 %)
-Chipotle $CMG (-0,93 %)
-Amgen $AMGN (-1,21 %)
-Crowdstrike Hldg $CRWD (+12,71 %)
-Vistra Corp $VST (+1,55 %)
-Constellation PA $CEG (+0,76 %)
-Amphenol $APH (+0,77 %)
-Nestle $NESN (+0,12 %)
-Monster Beverage $MNST (+0,01 %) (I love Monster)
-AMD $AMD (+2,2 %)
-Palo Alto Networks $PANW (+6,8 %)
-Contemporary Amperex $3750 (-0,98 %)
-Albermale $ALB (+1,83 %)
-Synopsys $SNPS (-2,61 %)
-Taiwan Semiconductor $TSM (-0,54 %)
-Datadog $DDOG (+5,08 %)
-Itochu $8001 (-0,32 %)
-Eaton $ETN (+3,56 %)
-Procter&Gamble $PG (-1,82 %)
-Pepsico $PEP (-2,42 %)
-Coca Cola $KO (-1,66 %)
-Hims&Hers $HIMS (+2,9 %)
-Kraken Robotics $PNG (+1,59 %)
etc.
There are so many interesting titles that you can easily be overwhelmed.^^
At the moment mainly the $VWRL (+0,36 %) and $BTC (+0,3 %) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).
I look forward to your opinion.